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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 $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.