OWG
AAPL icon

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
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 $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 Wealth Group's AAPL Position: Q1 2026 in Review

Oxford Wealth Group reduced its Apple (AAPL) stake by 0.09% in Q1 2026, selling an estimated $3.38K and leaving 14,127 shares worth $3.59M. The position accounts for 1.96% of the portfolio, ranked #19.

Oxford Wealth Group first reported a position in AAPL in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2024. 6,082 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Oxford Wealth Group held 14,127 shares of Apple worth $3.59M as of Q1 2026.
  • Oxford Wealth Group sold 13 Apple shares in Q1 2026, an estimated $3.38K.
  • Apple made up 1.96% of Oxford Wealth Group's portfolio in Q1 2026, its #19 holding.
  • Oxford Wealth Group first reported a position in Apple in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Apple position peaked at $5.05M in Q4 2024.
  • 6,082 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.