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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

AAPL holding history

Apple Inc. in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
84,424
Value
$24.4M
% of portfolio
4.0%
Quarters held
22
Since Q1 2021
Holdings of AAPL by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,424$24.4M4.0%−75−0.1%ReducedHolders
Q1 202684,499$21.4M3.9%−1,228−1.4%ReducedHolders
Q4 202585,727$23.3M4.2%−2,006−2.3%ReducedHolders
Q3 202587,733$22.3M4.2%−3,091−3.4%ReducedHolders
Q2 202590,824$18.6M3.7%+657+0.7%AddedHolders
Q1 202590,167$20.0M4.4%−2,410−2.6%ReducedHolders
Q4 202492,577$23.2M5.0%+1,239+1.4%AddedHolders
Q3 202491,338$21.3M4.7%−2,418−2.6%ReducedHolders
Q2 202493,756$19.7M4.6%−2,353−2.4%ReducedHolders
Q1 202496,109$16.5M3.9%−654−0.7%ReducedHolders
Q4 202396,763$18.6M4.8%−4,003−4.0%ReducedHolders
Q3 2023100,766$17.3M5.0%−321−0.3%ReducedHolders
Q2 2023101,087$19.6M5.5%−3,285−3.1%ReducedHolders
Q1 2023104,372$17.2M5.3%−1,671−1.6%ReducedHolders
Q4 2022106,043$13.8M4.6%−2,362−2.2%ReducedHolders
Q3 2022108,405$15.0M5.4%−2,173−2.0%ReducedHolders
Q2 2022110,578$15.1M5.2%−4,231−3.7%ReducedHolders
Q1 2022114,809$20.0M5.6%−1,807−1.5%ReducedHolders
Q4 2021116,616$20.7M5.3%−404−0.3%ReducedHolders
Q3 2021117,020$16.6M4.5%−210.0%ReducedHolders
Q2 2021117,041$16.0M4.3%+298+0.3%AddedHolders
Q1 2021116,743$15.6M4.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.