Oakmont Advisory Group’s Apple AAPL Stock Holding History

Oakmont Advisory Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Sell	947 -20	-2%	-$5.72K	0.23%	116
2026 Q1	$245K	Buy	967 +105	+12%	+$27.3K	0.25%	115
2025 Q4	$234K	Buy	+862	New	+$231K	0.25%	114

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Oakmont Advisory Group's AAPL Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Apple (AAPL) stake by 2.1% in Q2 2026, selling an estimated $5.72K and leaving 947 shares worth $274K. The position accounts for 0.23% of the portfolio, ranked #116.

Oakmont Advisory Group first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Oakmont Advisory Group held 947 shares of Apple worth $274K as of Q2 2026.
Oakmont Advisory Group sold 20 Apple shares in Q2 2026, an estimated $5.72K.
Apple made up 0.23% of Oakmont Advisory Group's portfolio in Q2 2026, its #116 holding.
Oakmont Advisory Group first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.