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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Corient IA's AAPL Position: Q1 2026 in Review

Corient IA reduced its Apple (AAPL) stake by 19% in Q1 2026, selling an estimated $49.4K and leaving 810 shares worth $206K. The position accounts for 0.19% of the portfolio, ranked #197.

Corient IA first reported a position in AAPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Corient IA held 810 shares of Apple worth $206K as of Q1 2026.
  • Corient IA sold 190 Apple shares in Q1 2026, an estimated $49.4K.
  • Apple made up 0.19% of Corient IA's portfolio in Q1 2026, its #197 holding.
  • Corient IA first reported a position in Apple in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Apple position peaked at $272K in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.