OPWM
AAPL icon

Oakwell Private Wealth Management’s Apple AAPL Stock Holding History

Oakwell Private Wealth Management’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
Q1 		$2.49M Sell
9,826
-55
-0.6% -$14.3K 0.45% 26
2025
Q4 		$2.69M Buy
9,881
+16
+0.2% +$4.29K 0.5% 23
2025
Q3 		$2.51M Sell
9,865
-342
-3% -$77.3K 0.5% 22
2025
Q2 		$2.09M Sell
10,207
-590
-5% -$119K 0.48% 22
2025
Q1 		$2.4M Buy
10,797
+2,610
+32% +$605K 0.66% 19
2024
Q4 		$2.05M Sell
8,187
-102
-1% -$24K 0.57% 22
2024
Q3 		$1.93M Sell
8,289
-428
-5% -$95.6K 0.56% 22
2024
Q2 		$1.84M Sell
8,717
-249
-3% -$46.4K 0.52% 22
2024
Q1 		$1.54M Buy
8,966
+15
+0.2% +$2.73K 0.47% 26
2023
Q4 		$1.72M Buy
8,951
+177
+2% +$32.7K 0.6% 23
2023
Q3 		$1.5M Buy
8,774
+13
+0.1% +$2.38K 0.64% 22
2023
Q2 		$1.7M Buy
8,761
+137
+2% +$23.9K 0.71% 20
2023
Q1 		$1.42M Sell
8,624
-4
-0% -$590 0.65% 26
2022
Q4 		$1.12M Sell
8,628
-188
-2% -$26.9K 0.54% 26
2022
Q3 		$1.22M Sell
8,816
-112
-1% -$17.6K 0.67% 23
2022
Q2 		$1.22M Buy
8,928
+325
+4% +$49.2K 0.7% 20
2022
Q1 		$1.5M Buy
8,603
+808
+10% +$136K 0.76% 18
2021
Q4 		$1.38M Buy
7,795
+615
+9% +$97.2K 0.69% 20
2021
Q3 		$1.02M Sell
7,180
-76
-1% -$11.2K 0.55% 24
2021
Q2 		$994K Buy
7,256
+50
+0.7% +$6.48K 0.64% 27
2021
Q1 		$880K Sell
7,206
-12
-0.2% -$1.54K 0.62% 27
2020
Q4 		$958K Buy
+7,218
New +$868K 0.75% 24

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oakwell Private Wealth Management's AAPL Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Apple (AAPL) stake by 0.56% in Q1 2026, selling an estimated $14.3K and leaving 9,826 shares worth $2.49M. The position accounts for 0.45% of the portfolio, ranked #26.

Oakwell Private Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.69M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Oakwell Private Wealth Management held 9,826 shares of Apple worth $2.49M as of Q1 2026.
  • Oakwell Private Wealth Management sold 55 Apple shares in Q1 2026, an estimated $14.3K.
  • Apple made up 0.45% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Oakwell Private Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Oakwell Private Wealth Management's Apple position peaked at $2.69M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.