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SkyOak Wealth’s Apple AAPL Stock Holding History

SkyOak Wealth’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 		$24.4M Sell
84,424
-75
-0.1% -$21.5K 3.99% 4
2026
Q1 		$21.4M Sell
84,499
-1,228
-1% -$320K 3.93% 4
2025
Q4 		$23.3M Sell
85,727
-2,006
-2% -$539K 4.19% 4
2025
Q3 		$22.3M Sell
87,733
-3,091
-3% -$698K 4.22% 4
2025
Q2 		$18.6M Buy
90,824
+657
+0.7% +$133K 3.74% 5
2025
Q1 		$20M Sell
90,167
-2,410
-3% -$558K 4.39% 3
2024
Q4 		$23.2M Buy
92,577
+1,239
+1% +$292K 4.96% 2
2024
Q3 		$21.3M Sell
91,338
-2,418
-3% -$540K 4.71% 2
2024
Q2 		$19.7M Sell
93,756
-2,353
-2% -$439K 4.61% 2
2024
Q1 		$16.5M Sell
96,109
-654
-0.7% -$119K 3.94% 4
2023
Q4 		$18.6M Sell
96,763
-4,003
-4% -$739K 4.85% 2
2023
Q3 		$17.3M Sell
100,766
-321
-0.3% -$58.9K 5.04% 1
2023
Q2 		$19.6M Sell
101,087
-3,285
-3% -$572K 5.54% 1
2023
Q1 		$17.2M Sell
104,372
-1,671
-2% -$247K 5.25% 1
2022
Q4 		$13.8M Sell
106,043
-2,362
-2% -$338K 4.63% 1
2022
Q3 		$15M Sell
108,405
-2,173
-2% -$341K 5.37% 1
2022
Q2 		$15.1M Sell
110,578
-4,231
-4% -$641K 5.16% 1
2022
Q1 		$20M Sell
114,809
-1,807
-2% -$304K 5.57% 1
2021
Q4 		$20.7M Sell
116,616
-404
-0.3% -$63.8K 5.26% 1
2021
Q3 		$16.6M Sell
117,020
-21
-0% -$3.09K 4.46% 2
2021
Q2 		$16M Buy
117,041
+298
+0.3% +$38.6K 4.29% 2
2021
Q1 		$15.6M Buy
116,743
+1,107
+1% +$142K 4.34% 2
2020
Q4 		$15.3M Buy
115,636
+863
+0.8% +$104K 4.77% 1
2020
Q3 		$13.3M Sell
114,773
-99,479
-46% -$10.9M 4.78% 1
2020
Q2 		$19.5M Buy
214,252
+20,668
+11% +$1.6M 7.21% 1
2020
Q1 		$12.3M Sell
193,584
-35,372
-15% -$2.6M 6.29% 1
2019
Q4 		$16.8M Buy
+228,956
New +$14.7M 5.21% 1

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

SkyOak Wealth's AAPL Position: Q2 2026 in Review

SkyOak Wealth reduced its Apple (AAPL) stake by 0.09% in Q2 2026, selling an estimated $21.5K and leaving 84,424 shares worth $24.4M. The position accounts for 3.99% of the portfolio, ranked #4.

SkyOak Wealth first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • SkyOak Wealth held 84,424 shares of Apple worth $24.4M as of Q2 2026.
  • SkyOak Wealth sold 75 Apple shares in Q2 2026, an estimated $21.5K.
  • Apple made up 3.99% of SkyOak Wealth's portfolio in Q2 2026, its #4 holding.
  • SkyOak Wealth first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.