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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
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 $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 Securities's AAPL Position: Q1 2026 in Review

Silver Oak Securities reduced its Apple (AAPL) stake by 8.5% in Q1 2026, selling an estimated $2.73M and leaving 112,457 shares worth $28.5M. The position accounts for 2.09% of the portfolio, ranked #4.

Silver Oak Securities first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $33.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Silver Oak Securities held 112,457 shares of Apple worth $28.5M as of Q1 2026.
  • Silver Oak Securities sold 10,505 Apple shares in Q1 2026, an estimated $2.73M.
  • Apple made up 2.09% of Silver Oak Securities's portfolio in Q1 2026, its #4 holding.
  • Silver Oak Securities first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Apple position peaked at $33.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.