ODFS
AAPL icon

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
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 $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

O'Donnell Financial Services's AAPL Position: Q1 2026 in Review

O'Donnell Financial Services increased its Apple (AAPL) stake by 5.2% in Q1 2026, buying an estimated $383K and bringing the position to 29,558 shares worth $7.5M. The position accounts for 2.58% of the portfolio, ranked #12.

O'Donnell Financial Services first reported a position in AAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.16M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • O'Donnell Financial Services held 29,558 shares of Apple worth $7.5M as of Q1 2026.
  • O'Donnell Financial Services bought 1,472 Apple shares in Q1 2026, an estimated $383K.
  • Apple made up 2.58% of O'Donnell Financial Services's portfolio in Q1 2026, its #12 holding.
  • O'Donnell Financial Services first reported a position in Apple in Q3 2021 and has held it in 19 quarters since.
  • O'Donnell Financial Services's Apple position peaked at $8.16M in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.