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Silver Oak Securities’s Apple AAPL Stock Holding History

Silver Oak Securities’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 		$33M Buy
113,961
+1,504
+1% +$430K 2% 5
2026
Q1 		$28.5M Sell
112,457
-10,505
-9% -$2.73M 2.09% 4
2025
Q4 		$33.6M Buy
122,962
+2,288
+2% +$614K 2.27% 3
2025
Q3 		$30.7M Buy
120,674
+21,054
+21% +$4.76M 2.3% 3
2025
Q2 		$20.4M Buy
99,620
+965
+1% +$195K 1.66% 5
2025
Q1 		$21.5M Sell
98,655
-1,255
-1% -$291K 1.97% 4
2024
Q4 		$25.2M Buy
99,910
+20,396
+26% +$4.81M 2.34% 3
2024
Q3 		$18M Buy
79,514
+15,136
+24% +$3.38M 1.9% 4
2024
Q2 		$13.6M Sell
64,378
-136
-0.2% -$25.4K 2.03% 4
2024
Q1 		$11.1M Sell
64,514
-9,686
-13% -$1.76M 1.69% 6
2023
Q4 		$14.3M Buy
74,200
+29,462
+66% +$5.44M 1.92% 6
2023
Q3 		$7.66M Sell
44,738
-33,193
-43% -$6.09M 1.67% 8
2023
Q2 		$15.1M Buy
77,931
+187
+0.2% +$32.6K 2.43% 5
2023
Q1 		$12.8M Buy
77,744
+4,096
+6% +$604K 2.1% 6
2022
Q4 		$9.57M Buy
73,648
+28,910
+65% +$4.13M 1.8% 7
2022
Q3 		$7.66M Sell
44,738
-33,409
-43% -$5.24M 1.67% 8
2022
Q2 		$12M Buy
78,147
+918
+1% +$139K 2.69% 6
2022
Q1 		$13.1M Buy
+77,229
New +$13M 2.66% 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

Silver Oak Securities's AAPL Position: Q2 2026 in Review

Silver Oak Securities increased its Apple (AAPL) stake by 1.3% in Q2 2026, buying an estimated $430K and bringing the position to 113,961 shares worth $33M. The position accounts for 2% of the portfolio, ranked #5.

Silver Oak Securities first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.6M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Silver Oak Securities held 113,961 shares of Apple worth $33M as of Q2 2026.
  • Silver Oak Securities bought 1,504 Apple shares in Q2 2026, an estimated $430K.
  • Apple made up 2% of Silver Oak Securities's portfolio in Q2 2026, its #5 holding.
  • Silver Oak Securities first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's Apple position peaked at $33.6M in Q4 2025.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.