Oakworth Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.4M | Buy |
155,122
+928
| +0.6% | +$242K | 2.08% | 16 |
|
|
2025
Q4 | $41.9M | Sell |
154,194
-1,176
| -0.8% | -$316K | 2.29% | 13 |
|
|
2025
Q3 | $39.6M | Sell |
155,370
-1,952
| -1% | -$441K | 2.29% | 13 |
|
|
2025
Q2 | $32.3M | Sell |
157,322
-6,804
| -4% | -$1.37M | 2.08% | 14 |
|
|
2025
Q1 | $36.5M | Sell |
164,126
-43,808
| -21% | -$10.1M | 2.54% | 11 |
|
|
2024
Q4 | $52.1M | Buy |
207,934
+663
| +0.3% | +$156K | 3.58% | 8 |
|
|
2024
Q3 | $48.3M | Sell |
207,271
-13,935
| -6% | -$3.11M | 3.35% | 8 |
|
|
2024
Q2 | $46.6M | Sell |
221,206
-6,441
| -3% | -$1.2M | 3.4% | 8 |
|
|
2024
Q1 | $39M | Buy |
227,647
+3,455
| +2% | +$628K | 2.94% | 9 |
|
|
2023
Q4 | $43.2M | Buy |
224,192
+2,720
| +1% | +$502K | 3.46% | 9 |
|
|
2023
Q3 | $37.9M | Sell |
221,472
-10,763
| -5% | -$1.97M | 3.45% | 9 |
|
|
2023
Q2 | $45M | Sell |
232,235
-32,389
| -12% | -$5.64M | 3.83% | 9 |
|
|
2023
Q1 | $43.6M | Sell |
264,624
-66,074
| -20% | -$9.75M | 3.9% | 8 |
|
|
2022
Q4 | $43M | Sell |
330,698
-780
| -0.2% | -$111K | 4.12% | 7 |
|
|
2022
Q3 | $45.8M | Sell |
331,478
-279
| -0.1% | -$43.8K | 5.07% | 5 |
|
|
2022
Q2 | $45.4M | Buy |
331,757
+1,349
| +0.4% | +$204K | 4.56% | 5 |
|
|
2022
Q1 | $57.7M | Sell |
330,408
-949
| -0.3% | -$160K | 4.97% | 5 |
|
|
2021
Q4 | $58.8M | Buy |
331,357
+4,201
| +1% | +$664K | 5% | 6 |
|
|
2021
Q3 | $46.3M | Buy |
327,156
+1,006
| +0.3% | +$148K | 4.47% | 7 |
|
|
2021
Q2 | $44.7M | Buy |
326,150
+10,518
| +3% | +$1.36M | 4.45% | 7 |
|
|
2021
Q1 | $38.6M | Buy |
315,632
+7,122
| +2% | +$914K | 4.38% | 6 |
|
|
2020
Q4 | $40.9M | Buy |
308,510
+6,391
| +2% | +$769K | 5.3% | 6 |
|
|
2020
Q3 | $35M | Sell |
302,119
-19,605
| -6% | -$2.14M | 5.67% | 6 |
|
|
2020
Q2 | $29.3M | Buy |
321,724
+1,032
| +0.3% | +$80K | 5.27% | 7 |
|
|
2020
Q1 | $20.4M | Sell |
320,692
-4,808
| -1% | -$354K | 4.79% | 6 |
|
|
2019
Q4 | $24.7M | Buy |
325,500
+8,104
| +3% | +$521K | 4.33% | 5 |
|
|
2019
Q3 | $17.8M | Sell |
317,396
-13,592
| -4% | -$711K | 3.45% | 5 |
|
|
2019
Q2 | $16.4M | Buy |
330,988
+13,752
| +4% | +$670K | 3.12% | 6 |
|
|
2019
Q1 | $15.1M | Sell |
317,236
-9,072
| -3% | -$385K | 3.09% | 5 |
|
|
2018
Q4 | $12.9M | Buy |
326,308
+17,356
| +6% | +$841K | 2.93% | 7 |
|
|
2018
Q3 | $17.4M | Buy |
308,952
+4,096
| +1% | +$213K | 3.49% | 5 |
|
|
2018
Q2 | $14.1M | Buy |
304,856
+19,508
| +7% | +$885K | 2.93% | 6 |
|
|
2018
Q1 | $11.8M | Sell |
285,348
-11,020
| -4% | -$474K | 2.82% | 7 |
|
|
2017
Q4 | $12.7M | Sell |
296,368
-47,092
| -14% | -$1.97M | 3% | 5 |
|
|
2017
Q3 | $14.1M | Buy |
343,460
+5,028
| +1% | +$195K | 3.62% | 5 |
|
|
2017
Q2 | $12.2M | Buy |
338,432
+67,132
| +25% | +$2.48M | 3.34% | 5 |
|
|
2017
Q1 | $9.74M | Buy |
271,300
+23,208
| +9% | +$764K | 2.82% | 5 |
|
|
2016
Q4 | $6.86M | Buy |
248,092
+12,960
| +6% | +$367K | 2.25% | 8 |
|
|
2016
Q3 | $6.64M | Buy |
235,132
+12,756
| +6% | +$338K | 2.3% | 7 |
|
|
2016
Q2 | $5.55M | Sell |
222,376
-128,244
| -37% | -$3.19M | 2.08% | 9 |
|
|
2016
Q1 | $9.55M | Buy |
350,620
+14,360
| +4% | +$358K | 3.82% | 5 |
|
|
2015
Q4 | $8.85M | Buy |
336,260
+19,160
| +6% | +$548K | 3.68% | 5 |
|
|
2015
Q3 | $8.74M | Buy |
317,100
+11,304
| +4% | +$332K | 4.6% | 5 |
|
|
2015
Q2 | $9.27M | Buy |
305,796
+7,760
| +3% | +$248K | 4.39% | 6 |
|
|
2015
Q1 | $9.32M | Buy |
298,036
+11,444
| +4% | +$346K | 4.31% | 6 |
|
|
2014
Q4 | $7.91M | Buy |
286,592
+75,096
| +36% | +$2.04M | 4.09% | 5 |
|
|
2014
Q3 | $5.42M | Buy |
211,496
+2,412
| +1% | +$59.2K | 3.18% | 6 |
|
|
2014
Q2 | $4.86M | Buy |
209,084
+3,872
| +2% | +$82.4K | 2.95% | 6 |
|
|
2014
Q1 | $3.93M | Buy |
205,212
+4,228
| +2% | +$80.4K | 2.58% | 8 |
|
|
2013
Q4 | $4.03M | Buy |
+200,984
| New | +$3.8M | 2.85% | 6 |
|
Other funds holding AAPL
VCM
VPM
Oakworth Capital's AAPL Position: Q1 2026 in Review
Oakworth Capital increased its Apple (AAPL) stake by 0.6% in Q1 2026, buying an estimated $242K and bringing the position to 155,122 shares worth $39.4M. The position accounts for 2.08% of the portfolio, ranked #16.
Oakworth Capital first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. The position peaked at $58.8M in Q4 2021. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Oakworth Capital held 155,122 shares of Apple worth $39.4M as of Q1 2026.
- Oakworth Capital bought 928 Apple shares in Q1 2026, an estimated $242K.
- Apple made up 2.08% of Oakworth Capital's portfolio in Q1 2026, its #16 holding.
- Oakworth Capital first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- Oakworth Capital's Apple position peaked at $58.8M in Q4 2021.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.