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Oxler Private Wealth’s Apple AAPL Stock Holding History

Oxler Private Wealth’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 		$10.3M Buy
40,475
+75
+0.2% +$19.5K 3.22% 11
2025
Q4 		$11M Sell
40,400
-717
-2% -$192K 3.18% 11
2025
Q3 		$10.5M Buy
41,117
+37
+0.1% +$8.36K 3.05% 9
2025
Q2 		$8.43M Sell
41,080
-193
-0.5% -$39K 2.65% 9
2025
Q1 		$9.17M Sell
41,273
-318
-0.8% -$73.7K 3.22% 8
2024
Q4 		$10.4M Sell
41,591
-1,432
-3% -$337K 3.42% 9
2024
Q3 		$10M Buy
43,023
+835
+2% +$186K 3.49% 8
2024
Q2 		$8.89M Sell
42,188
-1,069
-2% -$199K 3.29% 9
2024
Q1 		$7.42M Buy
43,257
+1,646
+4% +$299K 2.91% 9
2023
Q4 		$8.01M Sell
41,611
-3,109
-7% -$574K 6.65% 4
2023
Q3 		$7.66M Buy
44,720
+44
+0.1% +$8.07K 3.85% 7
2023
Q2 		$8.67M Sell
44,676
-544
-1% -$94.8K 4.13% 5
2023
Q1 		$7.46M Buy
45,220
+63
+0.1% +$9.3K 3.68% 7
2022
Q4 		$5.87M Buy
45,157
+23,485
+108% +$3.36M 3.16% 7
2022
Q3 		$6.25M Sell
21,672
-23,493
-52% -$3.69M 3.49% 6
2022
Q2 		$6.18M Buy
45,165
+91
+0.2% +$13.8K 2.97% 8
2022
Q1 		$7.87M Buy
45,074
+56
+0.1% +$9.42K 3.55% 5
2021
Q4 		$7.99M Sell
45,018
-200
-0.4% -$31.6K 3.31% 6
2021
Q3 		$6.4M Buy
45,218
+714
+2% +$105K 2.82% 7
2021
Q2 		$6.09M Sell
44,504
-200
-0.4% -$25.9K 2.66% 7
2021
Q1 		$5.46M Buy
44,704
+32
+0.1% +$4.11K 2.77% 6
2020
Q4 		$5.93M Buy
+44,672
New +$5.37M 3.34% 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

Oxler Private Wealth's AAPL Position: Q1 2026 in Review

Oxler Private Wealth increased its Apple (AAPL) stake by 0.19% in Q1 2026, buying an estimated $19.5K and bringing the position to 40,475 shares worth $10.3M. The position accounts for 3.22% of the portfolio, ranked #11.

Oxler Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Oxler Private Wealth held 40,475 shares of Apple worth $10.3M as of Q1 2026.
  • Oxler Private Wealth bought 75 Apple shares in Q1 2026, an estimated $19.5K.
  • Apple made up 3.22% of Oxler Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Oxler Private Wealth first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Apple position peaked at $11M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.