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Okabena Investment Services’s Apple AAPL Stock Holding History

Okabena Investment 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 		$14.1M Sell
48,837
-14,390
-23% -$4.12M 2.52% 11
2026
Q1 		$16M Sell
63,227
-328
-0.5% -$85.4K 3.09% 7
2025
Q4 		$17.3M Buy
63,555
+21,456
+51% +$5.76M 3.3% 7
2025
Q3 		$10.7M Buy
42,099
+3,280
+8% +$741K 2.08% 13
2025
Q2 		$7.96M Buy
38,819
+8,895
+30% +$1.8M 1.77% 16
2025
Q1 		$6.65M Buy
29,924
+7,199
+32% +$1.67M 1.67% 16
2024
Q4 		$5.69M Hold
22,725
– – 1.58% 16
2024
Q3 		$5.29M Sell
22,725
-7,136
-24% -$1.59M 1.49% 17
2024
Q2 		$6.29M Buy
29,861
+7,475
+33% +$1.39M 2% 15
2024
Q1 		$3.84M Sell
22,386
-453
-2% -$82.4K 1.28% 24
2023
Q4 		$4.4M Buy
22,839
+22,665
+13,026% +$4.18M 1.71% 14
2023
Q3 		$29.8K Sell
174
-335
-66% -$61.4K 0.02% 72
2023
Q2 		$98.7K Buy
509
+499
+4,990% +$87K 0.07% 60
2023
Q1 		$1.23K Sell
10
-17,456
-100% -$2.58M ﹤0.01% 190
2022
Q4 		$2.27M Sell
17,466
-18,905
-52% -$2.7M 1.5% 16
2022
Q3 		$5.03M Buy
36,371
+21,190
+140% +$3.33M 2.43% 8
2022
Q2 		$2.08M Buy
15,181
+3,377
+29% +$511K 1.07% 27
2022
Q1 		$2.06M Hold
11,804
– – 0.87% 36
2021
Q4 		$2.1M Buy
11,804
+9,252
+363% +$1.46M 0.8% 36
2021
Q3 		$361K Hold
2,552
– – 0.19% 72
2021
Q2 		$350K Buy
+2,552
New +$331K 0.16% 68

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Okabena Investment Services's AAPL Position: Q2 2026 in Review

Okabena Investment Services reduced its Apple (AAPL) stake by 23% in Q2 2026, selling an estimated $4.12M and leaving 48,837 shares worth $14.1M. The position accounts for 2.52% of the portfolio, ranked #11.

Okabena Investment Services first reported a position in AAPL in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.3M in Q4 2025. 4,979 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Okabena Investment Services held 48,837 shares of Apple worth $14.1M as of Q2 2026.
  • Okabena Investment Services sold 14,390 Apple shares in Q2 2026, an estimated $4.12M.
  • Apple made up 2.52% of Okabena Investment Services's portfolio in Q2 2026, its #11 holding.
  • Okabena Investment Services first reported a position in Apple in Q2 2021 and has held it in 21 quarters since.
  • Okabena Investment Services's Apple position peaked at $17.3M in Q4 2025.
  • 4,979 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.