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Oxford Financial Group’s Apple AAPL Stock Holding History

Oxford Financial Group’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 		$42M Buy
165,575
+6,426
+4% +$1.67M 2.26% 12
2025
Q4 		$43.3M Buy
159,149
+22,063
+16% +$5.92M 2.38% 11
2025
Q3 		$34.9M Buy
137,086
+4,026
+3% +$909K 1.97% 11
2025
Q2 		$27.3M Buy
133,060
+1,956
+1% +$395K 1.62% 13
2025
Q1 		$29.1M Buy
131,104
+747
+0.6% +$173K 2.04% 10
2024
Q4 		$32.6M Sell
130,357
-2,011
-2% -$474K 2.11% 10
2024
Q3 		$30.8M Sell
132,368
-1,667
-1% -$372K 1.96% 11
2024
Q2 		$28.2M Sell
134,035
-368
-0.3% -$68.6K 1.86% 11
2024
Q1 		$23M Buy
134,403
+696
+0.5% +$127K 1.6% 14
2023
Q4 		$25.7M Sell
133,707
-2,448
-2% -$452K 1.89% 13
2023
Q3 		$23.3M Sell
136,155
-5,990
-4% -$1.1M 2.01% 11
2023
Q2 		$27.6M Buy
142,145
+12,943
+10% +$2.26M 2.62% 9
2023
Q1 		$21.3M Buy
129,202
+4,190
+3% +$618K 2.39% 12
2022
Q4 		$16.2M Buy
125,012
+8,700
+7% +$1.24M 1.89% 13
2022
Q3 		$16.1M Sell
116,312
-1,952
-2% -$306K 2.42% 11
2022
Q2 		$16.2M Buy
118,264
+343
+0.3% +$51.9K 2.38% 10
2022
Q1 		$20.6M Sell
117,921
-9,029
-7% -$1.52M 2.61% 9
2021
Q4 		$22.5M Buy
126,950
+10,031
+9% +$1.59M 2.53% 9
2021
Q3 		$16.5M Buy
116,919
+41,739
+56% +$6.14M 2.11% 9
2021
Q2 		$10.3M Buy
75,180
+4,340
+6% +$562K 1.38% 12
2021
Q1 		$8.65M Sell
70,840
-2,331
-3% -$299K 1.2% 15
2020
Q4 		$9.71M Sell
73,171
-2,541
-3% -$306K 1.41% 13
2020
Q3 		$8.77M Sell
75,712
-4,312
-5% -$471K 1.41% 12
2020
Q2 		$7.3M Sell
80,024
-356
-0.4% -$27.6K 1.24% 15
2020
Q1 		$5.11M Buy
+80,380
New +$5.91M 1.02% 16

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

Oxford Financial Group's AAPL Position: Q1 2026 in Review

Oxford Financial Group increased its Apple (AAPL) stake by 4% in Q1 2026, buying an estimated $1.67M and bringing the position to 165,575 shares worth $42M. The position accounts for 2.26% of the portfolio, ranked #12.

Oxford Financial Group first reported a position in AAPL in Q1 2020 and has held it in 25 quarters since. The position peaked at $43.3M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Oxford Financial Group held 165,575 shares of Apple worth $42M as of Q1 2026.
  • Oxford Financial Group bought 6,426 Apple shares in Q1 2026, an estimated $1.67M.
  • Apple made up 2.26% of Oxford Financial Group's portfolio in Q1 2026, its #12 holding.
  • Oxford Financial Group first reported a position in Apple in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Apple position peaked at $43.3M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.