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
2021 Q2	–	Sell	-2,000	Closed	-$48K	–	237
2021 Q1	$48K	Buy	+2,000	New	+$257K	0.01%	233

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SkyOak Wealth's AAPL Position: Q1 2026 in Review

SkyOak Wealth reduced its Apple (AAPL) stake by 1.4% in Q1 2026, selling an estimated $320K and leaving 84,499 shares worth $21.4M. The position accounts for 3.93% of the portfolio, ranked #4.

SkyOak Wealth first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

SkyOak Wealth held 84,499 shares of Apple worth $21.4M as of Q1 2026.
SkyOak Wealth sold 1,228 Apple shares in Q1 2026, an estimated $320K.
Apple made up 3.93% of SkyOak Wealth's portfolio in Q1 2026, its #4 holding.
SkyOak Wealth first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
SkyOak Wealth's Apple position peaked at $23.3M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.