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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
2021
Q3 		– Sell
-100
Closed -$7K – 64
2021
Q2 		$7K Buy
+100
New +$13K ﹤0.01% 59

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.