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Oxinas Partners Wealth Management’s Apple AAPL Stock Holding History

Oxinas Partners Wealth Management’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 		$8.02M Sell
27,726
-492
-2% -$141K 3.16% 6
2026
Q1 		$7.16M Sell
28,218
-237
-0.8% -$61.7K 3.27% 5
2025
Q4 		$7.74M Sell
28,455
-863
-3% -$232K 3.72% 5
2025
Q3 		$7.47M Sell
29,318
-3,805
-11% -$860K 4% 5
2025
Q2 		$6.8M Sell
33,123
-3,172
-9% -$641K 3.49% 7
2025
Q1 		$8.06M Buy
36,295
+1,212
+3% +$281K 4.76% 2
2024
Q4 		$8.79M Sell
35,083
-913
-3% -$215K 5.15% 3
2024
Q3 		$8.39M Sell
35,996
-190
-0.5% -$42.4K 5.14% 3
2024
Q2 		$7.62M Buy
36,186
+247
+0.7% +$46.1K 5.07% 3
2024
Q1 		$6.16M Sell
35,939
-1,643
-4% -$299K 4% 4
2023
Q4 		$7.24M Sell
37,582
-1,215
-3% -$224K 5.13% 3
2023
Q3 		$6.64M Sell
38,797
-3,449
-8% -$632K 4.94% 3
2023
Q2 		$8.19M Buy
42,246
+12,753
+43% +$2.22M 5.38% 1
2023
Q1 		$4.86M Sell
29,493
-1,118
-4% -$165K 3.51% 6
2022
Q4 		$3.98M Sell
30,611
-755
-2% -$108K 3.36% 8
2022
Q3 		$4.33M Buy
31,366
+2,339
+8% +$367K 3.58% 6
2022
Q2 		$3.97M Buy
29,027
+7,121
+33% +$1.08M 3.01% 9
2022
Q1 		$3.83M Sell
21,906
-902
-4% -$152K 2.4% 12
2021
Q4 		$4.05M Sell
22,808
-816
-3% -$129K 2.31% 10
2021
Q3 		$3.34M Sell
23,624
-1,279
-5% -$188K 1.94% 10
2021
Q2 		$3.41M Buy
24,903
+1,281
+5% +$166K 1.95% 15
2021
Q1 		$2.88M Sell
23,622
-11,084
-32% -$1.42M 1.84% 16
2020
Q4 		$4.61M Buy
+34,706
New +$4.17M 3.42% 7

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

Oxinas Partners Wealth Management's AAPL Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $141K and leaving 27,726 shares worth $8.02M. The position accounts for 3.16% of the portfolio, ranked #6.

Oxinas Partners Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.79M in Q4 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oxinas Partners Wealth Management held 27,726 shares of Apple worth $8.02M as of Q2 2026.
  • Oxinas Partners Wealth Management sold 492 Apple shares in Q2 2026, an estimated $141K.
  • Apple made up 3.16% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Oxinas Partners Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Oxinas Partners Wealth Management's Apple position peaked at $8.79M in Q4 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.