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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
Q2 		$1.28M Sell
4,436
-714
-14% -$204K 0.51% 26
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 $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

Silver Oak Advisory Group's AAPL Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $204K and leaving 4,436 shares worth $1.28M. The position accounts for 0.51% of the portfolio, ranked #26.

Silver Oak Advisory Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q4 2024. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Silver Oak Advisory Group held 4,436 shares of Apple worth $1.28M as of Q2 2026.
  • Silver Oak Advisory Group sold 714 Apple shares in Q2 2026, an estimated $204K.
  • Apple made up 0.51% of Silver Oak Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Silver Oak Advisory Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Silver Oak Advisory Group's Apple position peaked at $2.45M in Q4 2024.
  • 6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.