Oxford Wealth Group
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
Q3 		$4.68M Sell
14,041
-400
-3% -$128K 1.93% 22
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Oxford Wealth Group's AAPL Position: Q3 2026 in Review

Oxford Wealth Group reduced its Apple (AAPL) stake by 2.8% in Q3 2026, selling an estimated $128K and leaving 14,041 shares worth $4.68M. The position accounts for 1.93% of the portfolio, ranked #22.

Oxford Wealth Group first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q4 2024. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Oxford Wealth Group held 14,041 shares of Apple worth $4.68M as of Q3 2026.
  • Oxford Wealth Group sold 400 Apple shares in Q3 2026, an estimated $128K.
  • Apple made up 1.93% of Oxford Wealth Group's portfolio in Q3 2026, its #22 holding.
  • Oxford Wealth Group first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • Oxford Wealth Group's Apple position peaked at $5.05M in Q4 2024.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Oxford Wealth Group's 13F filing for Q3 2026, filed 13 Nov 2026.