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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
2022
Q2 		– Sell
-400
Closed -$70K – 265
2022
Q1 		$70K Hold
400
– – 0.01% 211
2021
Q4 		$71K Sell
400
-400
-50% -$63.2K 0.01% 228
2021
Q3 		$113K Hold
800
– – 0.01% 192
2021
Q2 		$110K Hold
800
– – 0.01% 186
2021
Q1 		$98K Hold
800
– – 0.01% 181
2020
Q4 		$106K Buy
+800
New +$96.2K 0.02% 177

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. 6,135 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.
  • 6,135 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.