Corient IA’s Apple AAPL Stock Holding History

Corient IA’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Buy	2,060 +1,250	+154%	+$358K	0.55%	50
2026 Q1	$206K	Sell	810 -190	-19%	-$49.4K	0.19%	197
2025 Q4	$272K	Hold	1,000	–	–	0.26%	161
2025 Q3	$255K	Hold	1,000	–	–	0.19%	204
2025 Q2	$205K	Sell	1,000 -50	-5%	-$10.1K	0.12%	287
2025 Q1	$233K	Buy	+1,050	New	+$243K	0.17%	252

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Corient IA's AAPL Position: Q2 2026 in Review

Corient IA increased its Apple (AAPL) stake by 154% in Q2 2026, buying an estimated $358K and bringing the position to 2,060 shares worth $596K. The position accounts for 0.55% of the portfolio, ranked #50.

Corient IA first reported a position in AAPL in Q1 2025 and has held it in 6 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Corient IA held 2,060 shares of Apple worth $596K as of Q2 2026.
Corient IA bought 1,250 Apple shares in Q2 2026, an estimated $358K.
Apple made up 0.55% of Corient IA's portfolio in Q2 2026, its #50 holding.
Corient IA first reported a position in Apple in Q1 2025 and has held it in 6 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.