SEC 13F Intelligence

Oxford Financial Group, Ltd. LLC / AAPL

Oxford Financial Group, Ltd. LLC’s Apple Inc Position

Does Oxford Financial Group, Ltd. LLC own Apple Inc (AAPL)? Yes — 165.6K shares worth $42M (+2.26% of its 13F portfolio) as of Q1 2026, up from 159.1K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
165.6K
% of Portfolio
+2.26%
Quarters Held
25
currently held

Position History AAPL

Reported value by quarter
Q1 ’20: $5MQ1 ’20Q2 ’20: $7MQ3 ’20: $9MQ4 ’20: $10MQ1 ’21: $9MQ1 ’21Q2 ’21: $10MQ3 ’21: $17MQ4 ’21: $23MQ1 ’22: $21MQ1 ’22Q2 ’22: $16MQ3 ’22: $16MQ4 ’22: $16MQ1 ’23: $21MQ1 ’23Q2 ’23: $28MQ3 ’23: $23MQ4 ’23: $26MQ1 ’24: $23MQ1 ’24Q2 ’24: $28MQ3 ’24: $31MQ4 ’24: $33MQ1 ’25: $29MQ1 ’25Q2 ’25: $27MQ3 ’25: $35MQ4 ’25: $43MQ1 ’26: $42MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026165.6K$42M+2.26%
Q4 2025159.1K$43M+2.38%
Q3 2025137.1K$35M+1.97%
Q2 2025133.1K$27M+1.62%
Q1 2025131.1K$29M+2.04%
Q4 2024130.4K$33M+2.11%
Q3 2024132.4K$31M+1.96%
Q2 2024134.0K$28M+1.86%
Q1 2024134.4K$23M+1.60%
Q4 2023133.7K$26M+1.89%
Q3 2023136.2K$23M+2.01%
Q2 2023142.1K$28M+2.62%
Q1 2023129.2K$21M+2.39%
Q4 2022125.0K$16M+1.89%
Q3 2022116.3K$16M+2.42%
Q2 2022118.3K$16M+2.38%
Q1 2022117.9K$21M+2.61%
Q4 2021127.0K$23M+2.53%
Q3 2021116.9K$17M+2.11%
Q2 202175.2K$10M+1.38%
Q1 202170.8K$9M+1.20%
Q4 202073.2K$10M+1.41%
Q3 202075.7K$9M+1.41%
Q2 202020.0K$7M+1.24%
Q1 202020.1K$5M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Financial Group, Ltd. LLC’s full portfolio or all institutional holders of AAPL.