Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$376K Buy
+1,300
New +$372K 0.06% 176

Other funds holding AAPL

Oliver Luxxe Assets's AAPL Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Apple (AAPL) stake by 0.1% in Q2 2026, buying an estimated $2.57K and bringing the position to 8,656 shares worth $2.5M. The position accounts for 0.37% of the portfolio, ranked #87.

Oliver Luxxe Assets first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.73M in Q4 2017. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oliver Luxxe Assets held 8,656 shares of Apple worth $2.5M as of Q2 2026.
  • Oliver Luxxe Assets bought 9 Apple shares in Q2 2026, an estimated $2.57K.
  • Apple made up 0.37% of Oliver Luxxe Assets's portfolio in Q2 2026, its #87 holding.
  • Oliver Luxxe Assets first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
  • Oliver Luxxe Assets's Apple position peaked at $9.73M in Q4 2017.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.