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SilverOak Wealth Management’s Apple AAPL Stock Holding History

SilverOak Wealth Management’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 		$5.06M Sell
19,928
-1,869
-9% -$486K 0.8% 18
2025
Q4 		$5.93M Sell
21,797
-479
-2% -$129K 0.93% 17
2025
Q3 		$5.67M Buy
22,276
+2,350
+12% +$531K 0.96% 15
2025
Q2 		$4.09M Buy
19,926
+3,136
+19% +$633K 0.77% 19
2025
Q1 		$3.73M Hold
16,790
– – 0.81% 18
2024
Q4 		$4.2M Sell
16,790
-503
-3% -$119K 0.9% 15
2024
Q3 		$4.03M Buy
17,293
+55
+0.3% +$12.3K 0.9% 15
2024
Q2 		$3.63M Buy
17,238
+308
+2% +$57.4K 0.87% 16
2024
Q1 		$2.9M Sell
16,930
-269
-2% -$48.9K 0.72% 21
2023
Q4 		$3.31M Buy
+17,199
New +$3.18M 0.89% 15

Other funds holding AAPL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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