O'Connor Financial Group’s Apple AAPL Stock Holding History

O'Connor Financial Group’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	$1.1M	Buy	4,340 +21	+0.5%	+$5.46K	0.45%	27
2025 Q4	$1.07M	Buy	4,319 +152	+4%	+$40.8K	0.43%	28
2025 Q3	$1.06M	Buy	4,167 +92	+2%	+$20.8K	0.44%	28
2025 Q2	$870K	Buy	4,075 +285	+8%	+$57.6K	0.38%	31
2025 Q1	$842K	Buy	3,790 +212	+6%	+$49.1K	0.44%	27
2024 Q4	$896K	Buy	3,578 +41	+1%	+$9.66K	0.47%	28
2024 Q3	$824K	Buy	3,537 +61	+2%	+$13.6K	0.43%	30
2024 Q2	$732K	Sell	3,476 -10	-0.3%	-$1.86K	0.43%	30
2024 Q1	$598K	Buy	3,486 +34	+1%	+$6.18K	0.36%	29
2023 Q4	$665K	Sell	3,452 -34	-1%	-$6.28K	0.41%	34
2023 Q3	$597K	Buy	3,486 +16	+0.5%	+$2.93K	0.41%	34
2023 Q2	$673K	Buy	3,470 +360	+12%	+$62.7K	0.46%	33
2023 Q1	$513K	Buy	+3,110	New	+$459K	0.39%	39

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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