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Oxford Wealth Group’s Apple AAPL Stock Holding History

Oxford Wealth 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 		$4.18M Buy
14,441
+314
+2% +$89.8K 1.87% 24
2026
Q1 		$3.59M Sell
14,127
-13
-0.1% -$3.38K 1.96% 19
2025
Q4 		$3.84M Buy
+14,140
New +$3.8M 1.87% 20
2024
Q4 		$5.05M Buy
20,179
+76
+0.4% +$17.9K 3.27% 5
2024
Q3 		$4.68M Sell
20,103
-3,612
-15% -$807K 3.81% 4
2024
Q2 		$4.99M Buy
23,715
+4,003
+20% +$747K 3.43% 4
2024
Q1 		$3.38M Buy
+19,712
New +$3.58M 3.08% 6

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 $3.38T AUM 44.17% 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 Wealth Group's AAPL Position: Q2 2026 in Review

Oxford Wealth Group increased its Apple (AAPL) stake by 2.2% in Q2 2026, buying an estimated $89.8K and bringing the position to 14,441 shares worth $4.18M. The position accounts for 1.87% of the portfolio, ranked #24.

Oxford Wealth Group first reported a position in AAPL in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q4 2024. 6,144 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oxford Wealth Group held 14,441 shares of Apple worth $4.18M as of Q2 2026.
  • Oxford Wealth Group bought 314 Apple shares in Q2 2026, an estimated $89.8K.
  • Apple made up 1.87% of Oxford Wealth Group's portfolio in Q2 2026, its #24 holding.
  • Oxford Wealth Group first reported a position in Apple in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Apple position peaked at $5.05M in Q4 2024.
  • 6,144 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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