SEC 13F Intelligence

Oxford Wealth Group, LLC / AAPL

Oxford Wealth Group, LLC’s Apple Inc Position

Does Oxford Wealth Group, LLC own Apple Inc (AAPL)? Yes — 14.1K shares worth $4M (+1.96% of its 13F portfolio) as of Q1 2026, down from 14.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.1K
% of Portfolio
+1.96%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $5MQ4 ’24Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.1K$4M+1.96%
Q4 202514.1K$4M+1.87%
Q4 202420.2K$5M+3.27%
Q3 202420.1K$5M+3.81%
Q2 202423.7K$5M+3.43%
Q1 202419.7K$3M+3.08%

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