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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
Q2 		$47.3M Sell
163,489
-2,086
-1% -$597K 2.4% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oxford Financial Group's AAPL Position: Q2 2026 in Review

Oxford Financial Group reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $597K and leaving 163,489 shares worth $47.3M. The position accounts for 2.4% of the portfolio, ranked #12.

Oxford Financial Group first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. 6,134 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oxford Financial Group held 163,489 shares of Apple worth $47.3M as of Q2 2026.
  • Oxford Financial Group sold 2,086 Apple shares in Q2 2026, an estimated $597K.
  • Apple made up 2.4% of Oxford Financial Group's portfolio in Q2 2026, its #12 holding.
  • Oxford Financial Group first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • 6,134 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.