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O'Donnell Financial Services’s Apple AAPL Stock Holding History

O'Donnell Financial Services’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 		$8.41M Sell
29,071
-487
-2% -$139K 2.48% 10
2026
Q1 		$7.5M Buy
29,558
+1,472
+5% +$383K 2.58% 12
2025
Q4 		$7.64M Sell
28,086
-90
-0.3% -$24.2K 2.61% 10
2025
Q3 		$7.17M Sell
28,176
-2,928
-9% -$661K 2.55% 10
2025
Q2 		$6.38M Sell
31,104
-2,322
-7% -$469K 2.45% 13
2025
Q1 		$7.43M Sell
33,426
-1,577
-5% -$365K 3.06% 10
2024
Q4 		$7.91M Hold
35,003
– – 3.31% 10
2024
Q3 		$8.16M Buy
35,003
+1,359
+4% +$303K 3.31% 11
2024
Q2 		$7.09M Sell
33,644
-1,977
-6% -$369K 3.15% 9
2024
Q1 		$6.11M Sell
35,621
-28
-0.1% -$5.09K 2.8% 11
2023
Q4 		$6.86M Sell
35,649
-454
-1% -$83.8K 3.44% 10
2023
Q3 		$6.18M Sell
36,103
-616
-2% -$113K 3.44% 6
2023
Q2 		$7.12M Buy
36,719
+222
+0.6% +$38.7K 4.3% 6
2023
Q1 		$6.02M Buy
36,497
+6,236
+21% +$920K 10.72% 2
2022
Q4 		$3.93M Sell
30,261
-493
-2% -$70.5K 36.09% 1
2022
Q3 		$4.25M Sell
30,754
-5,549
-15% -$871K 14.8% 3
2022
Q2 		$4.97M Buy
36,303
+8,640
+31% +$1.31M 4.07% 9
2022
Q1 		$4.83M Buy
27,663
+476
+2% +$80K 2.2% 12
2021
Q4 		$4.63M Sell
27,187
-499
-2% -$78.9K 2.14% 13
2021
Q3 		$3.92M Buy
+27,686
New +$4.08M 1.88% 12

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'Donnell Financial Services's AAPL Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Apple (AAPL) stake by 1.6% in Q2 2026, selling an estimated $139K and leaving 29,071 shares worth $8.41M. The position accounts for 2.48% of the portfolio, ranked #10.

O'Donnell Financial Services first reported a position in AAPL in Q3 2021 and has held it in 20 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • O'Donnell Financial Services held 29,071 shares of Apple worth $8.41M as of Q2 2026.
  • O'Donnell Financial Services sold 487 Apple shares in Q2 2026, an estimated $139K.
  • Apple made up 2.48% of O'Donnell Financial Services's portfolio in Q2 2026, its #10 holding.
  • O'Donnell Financial Services first reported a position in Apple in Q3 2021 and has held it in 20 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.