Oak Barrel Wealth Advisory LLC / AAPL
Oak Barrel Wealth Advisory LLC’s Apple Inc Position
Does Oak Barrel Wealth Advisory LLC own Apple Inc (AAPL)? Yes — 20.5K shares worth $6M (+3.33% of its 13F portfolio) as of Q1 2026.
Position Value
$6M
Q1 2026
Shares
20.5K
% of Portfolio
+3.33%
Quarters Held
1
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.5K | $6M | +3.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oak Barrel Wealth Advisory LLC’s full portfolio or all institutional holders of AAPL.