OFS
AAPL icon

Oldfather Financial Services’s Apple AAPL Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$3.72M Buy
13,696
+1,231
+10% +$330K 1.11% 19
2025
Q3 		$3.17M Buy
12,465
+582
+5% +$131K 0.99% 19
2025
Q2 		$2.44M Sell
11,883
-359
-3% -$72.5K 0.84% 19
2025
Q1 		$2.72M Sell
12,242
-282
-2% -$65.3K 1.03% 19
2024
Q4 		$3.14M Sell
12,524
-1,282
-9% -$302K 1.19% 18
2024
Q3 		$3.22M Buy
13,806
+142
+1% +$31.7K 1.24% 18
2024
Q2 		$2.88M Hold
13,664
– – 1.18% 18
2024
Q1 		$2.34M Sell
13,664
-4,359
-24% -$793K 0.96% 18
2023
Q4 		$3.47M Sell
18,023
-231
-1% -$42.7K 1.55% 15
2023
Q3 		$3.13M Buy
18,254
+89
+0.5% +$16.3K 1.59% 15
2023
Q2 		$3.52M Hold
18,165
– – 1.72% 15
2023
Q1 		$3M Sell
18,165
-18
-0.1% -$2.66K 1.55% 15
2022
Q4 		$2.36M Sell
18,183
-359
-2% -$51.3K 1.35% 17
2022
Q3 		$2.56M Buy
18,542
+592
+3% +$92.9K 1.61% 16
2022
Q2 		$2.81M Buy
17,950
+40
+0.2% +$6.06K 1.61% 16
2022
Q1 		$2.93M Buy
17,910
+225
+1% +$37.8K 1.59% 17
2021
Q4 		$3.05M Buy
17,685
+350
+2% +$55.3K 1.6% 17
2021
Q3 		$2.6M Sell
17,335
-236
-1% -$34.7K 1.34% 18
2021
Q2 		$2.56M Buy
17,571
+200
+1% +$25.9K 1.4% 17
2021
Q1 		$2.26M Sell
17,371
-364
-2% -$46.7K 1.3% 17
2020
Q4 		$2.42M Buy
17,735
+2,159
+14% +$260K 1.44% 17
2020
Q3 		$1.89M Buy
15,576
+400
+3% +$43.6K 1.34% 17
2020
Q2 		$1.46M Buy
15,176
+124
+0.8% +$9.61K 1.13% 18
2020
Q1 		$1.17M Buy
15,052
+280
+2% +$20.6K 1.11% 18
2019
Q4 		$1.2M Buy
+14,772
New +$950K 1.11% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oldfather Financial Services's AAPL Position: Q4 2025 in Review

Oldfather Financial Services increased its Apple (AAPL) stake by 9.9% in Q4 2025, buying an estimated $330K and bringing the position to 13,696 shares worth $3.72M. The position accounts for 1.11% of the portfolio, ranked #19.

Oldfather Financial Services first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Oldfather Financial Services held 13,696 shares of Apple worth $3.72M as of Q4 2025.
  • Oldfather Financial Services bought 1,231 Apple shares in Q4 2025, an estimated $330K.
  • Apple made up 1.11% of Oldfather Financial Services's portfolio in Q4 2025, its #19 holding.
  • Oldfather Financial Services first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.