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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
Q2 		$1.59M Buy
5,491
+1,151
+27% +$329K 0.56% 26
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

O'Connor Financial Group's AAPL Position: Q2 2026 in Review

O'Connor Financial Group increased its Apple (AAPL) stake by 27% in Q2 2026, buying an estimated $329K and bringing the position to 5,491 shares worth $1.59M. The position accounts for 0.56% of the portfolio, ranked #26.

O'Connor Financial Group first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • O'Connor Financial Group held 5,491 shares of Apple worth $1.59M as of Q2 2026.
  • O'Connor Financial Group bought 1,151 Apple shares in Q2 2026, an estimated $329K.
  • Apple made up 0.56% of O'Connor Financial Group's portfolio in Q2 2026, its #26 holding.
  • O'Connor Financial Group first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.