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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
Q2 		$6.5M Buy
22,462
+2,534
+13% +$725K 0.84% 19
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 $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

SilverOak Wealth Management's AAPL Position: Q2 2026 in Review

SilverOak Wealth Management increased its Apple (AAPL) stake by 13% in Q2 2026, buying an estimated $725K and bringing the position to 22,462 shares worth $6.5M. The position accounts for 0.84% of the portfolio, ranked #19.

SilverOak Wealth Management first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SilverOak Wealth Management held 22,462 shares of Apple worth $6.5M as of Q2 2026.
  • SilverOak Wealth Management bought 2,534 Apple shares in Q2 2026, an estimated $725K.
  • Apple made up 0.84% of SilverOak Wealth Management's portfolio in Q2 2026, its #19 holding.
  • SilverOak Wealth Management first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.