Position in AAPL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$19,497,924
-$1,357,000 QoQ
Shares Held
76,827
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026Live Oak Private Wealth LLC holds $28,902,306 across 2 Consumer Electronics names. AAPL ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
76,827 | $19,497,924 | |
| 2 | SONY |
Sony Group Corp
|
454,318 | $9,404,382 |
All Filings in AAPL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,497,924 | 76,827 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $20,854,924 | 76,712 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,942,112 | 78,318 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,776,752 | 76,896 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,067,358 | 76,835 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $19,427,583 | 77,580 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $18,743,452 | 80,444 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $17,110,768 | 81,240 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $13,980,764 | 81,530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $15,722,577 | 81,663 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $14,251,349 | 83,239 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $17,380,293 | 89,603 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,858,479 | 90,106 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,694,349 | 90,005 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,480,565 | 90,308 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,258,998 | 89,665 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $14,796,975 | 84,743 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $14,332,029 | 80,712 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,699,361 | 82,681 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,943,240 | 79,901 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,938,692 | 73,178 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,674,029 | 72,907 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,840,819 | 76,339 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,949,764 | 21,379 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $760,009 | 11,955 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||