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Silver Oak Advisory Group’s Apple AAPL Stock Holding History

Silver Oak Advisory 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
Q1 		$1.31M Sell
5,150
-984
-16% -$256K 0.56% 24
2025
Q4 		$1.67M Sell
6,134
-3,382
-36% -$908K 0.75% 22
2025
Q3 		$2.42M Sell
9,516
-273
-3% -$61.7K 1.1% 16
2025
Q2 		$2.01M Buy
9,789
+624
+7% +$126K 0.97% 19
2025
Q1 		$2.04M Sell
9,165
-608
-6% -$141K 1.08% 17
2024
Q4 		$2.45M Sell
9,773
-198
-2% -$46.7K 1.29% 15
2024
Q3 		$2.32M Buy
9,971
+4,205
+73% +$939K 1.19% 15
2024
Q2 		$1.21M Hold
5,766
– – 0.67% 21
2024
Q1 		$989K Sell
5,766
-3
-0.1% -$545 0.56% 25
2023
Q4 		$1.11M Sell
5,769
-355
-6% -$65.5K 0.65% 22
2023
Q3 		$1.05M Buy
6,124
+2,828
+86% +$519K 0.68% 21
2023
Q2 		$639K Sell
3,296
-280
-8% -$48.8K 0.42% 26
2023
Q1 		$589K Sell
3,576
-219
-6% -$32.3K 0.4% 27
2022
Q4 		$493K Sell
3,795
-61
-2% -$8.72K 0.35% 27
2022
Q3 		$533K Sell
3,856
-69
-2% -$10.8K 0.4% 27
2022
Q2 		$537K Buy
3,925
+69
+2% +$10.4K 0.38% 28
2022
Q1 		$673K Sell
3,856
-321
-8% -$54K 0.44% 25
2021
Q4 		$742K Buy
+4,177
New +$660K 0.47% 25

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

Silver Oak Advisory Group's AAPL Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Apple (AAPL) stake by 16% in Q1 2026, selling an estimated $256K and leaving 5,150 shares worth $1.31M. The position accounts for 0.56% of the portfolio, ranked #24.

Silver Oak Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.45M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Silver Oak Advisory Group held 5,150 shares of Apple worth $1.31M as of Q1 2026.
  • Silver Oak Advisory Group sold 984 Apple shares in Q1 2026, an estimated $256K.
  • Apple made up 0.56% of Silver Oak Advisory Group's portfolio in Q1 2026, its #24 holding.
  • Silver Oak Advisory Group first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Silver Oak Advisory Group's Apple position peaked at $2.45M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.