Oak Asset Management Trims Stake in Apple

Investment firm reduces holdings in tech giant by 1.6% in Q4

Apr. 7, 2026 at 9:13am

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An extreme close-up of various metal and electronic components that make up the complex financial infrastructure behind major technology investments, conveying a sense of the intricate systems and processes involved.A close examination of the financial machinery powering investments in tech giants like Apple.Cupertino Today

Oak Asset Management LLC reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 1.6% in the fourth quarter, according to the company's latest 13F filing with the Securities and Exchange Commission. The fund now owns 129,876 shares of the iPhone maker's stock, valued at $35.31 million.

Why it matters

Apple is one of the most widely held stocks among institutional investors, so changes in major shareholders' positions can provide insights into broader market sentiment around the company.

The details

Oak Asset Management sold 2,102 Apple shares during the quarter, bringing its total holdings down to 129,876 shares. Apple still makes up 12% of Oak Asset Management's investment portfolio, making it the firm's largest position.

  • Oak Asset Management filed its 13F report for the fourth quarter on April 7, 2026.

The players

Oak Asset Management LLC

An investment management firm that owns a $35.31 million stake in Apple Inc.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for products like the iPhone, iPad, and Mac computers.

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The takeaway

While Oak Asset Management trimmed its Apple holdings slightly, the stock remains a core position for the firm, underscoring the tech giant's enduring appeal among major institutional investors.