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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
Q2 		$11.5M Sell
39,807
-668
-2% -$191K 3.29% 11
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 $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

Oxler Private Wealth's AAPL Position: Q2 2026 in Review

Oxler Private Wealth reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $191K and leaving 39,807 shares worth $11.5M. The position accounts for 3.29% of the portfolio, ranked #11.

Oxler Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Oxler Private Wealth held 39,807 shares of Apple worth $11.5M as of Q2 2026.
  • Oxler Private Wealth sold 668 Apple shares in Q2 2026, an estimated $191K.
  • Apple made up 3.29% of Oxler Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Oxler Private Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.