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OMC Financial Services’s Apple AAPL Stock Holding History

OMC 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 		$30.4M Sell
104,952
-1,920
-2% -$549K 10.06% 2
2026
Q1 		$27.1M Sell
106,872
-8,141
-7% -$2.12M 10.51% 2
2025
Q4 		$31.3M Sell
115,013
-5,780
-5% -$1.55M 11.65% 2
2025
Q3 		$30.8M Sell
120,793
-1,145
-0.9% -$259K 11.41% 2
2025
Q2 		$25M Sell
121,938
-5,866
-5% -$1.18M 10.22% 2
2025
Q1 		$28.4M Sell
127,804
-10,037
-7% -$2.33M 12.74% 1
2024
Q4 		$34.5M Sell
137,841
-6,474
-4% -$1.53M 14.68% 1
2024
Q3 		$30.4M Hold
144,315
– – 14.37% 2
2024
Q2 		$30.4M Sell
144,315
-5,863
-4% -$1.09M 14.32% 2
2024
Q1 		$25.8M Buy
+150,178
New +$27.3M 13.08% 1

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

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

OMC Financial Services reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $549K and leaving 104,952 shares worth $30.4M. The position accounts for 10.06% of the portfolio, ranked #2.

OMC Financial Services first reported a position in AAPL in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.5M in Q4 2024. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • OMC Financial Services held 104,952 shares of Apple worth $30.4M as of Q2 2026.
  • OMC Financial Services sold 1,920 Apple shares in Q2 2026, an estimated $549K.
  • Apple made up 10.06% of OMC Financial Services's portfolio in Q2 2026, its #2 holding.
  • OMC Financial Services first reported a position in Apple in Q1 2024 and has held it in 10 quarters since.
  • OMC Financial Services's Apple position peaked at $34.5M in Q4 2024.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.