SageOak Financial’s Apple AAPL Stock Holding History

SageOak Financial’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	$394K	Hold	1,361	–	–	0.26%	28
2026 Q1	$345K	Buy	+1,361	New	+$354K	0.24%	28

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SageOak Financial's AAPL Position: Q2 2026 in Review

SageOak Financial held its Apple (AAPL) position steady in Q2 2026 at 1,361 shares worth $394K. The position accounts for 0.26% of the portfolio, ranked #28.

SageOak Financial first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SageOak Financial held 1,361 shares of Apple worth $394K as of Q2 2026.
SageOak Financial left its Apple share count unchanged in Q2 2026.
Apple made up 0.26% of SageOak Financial's portfolio in Q2 2026, its #28 holding.
SageOak Financial first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.