OWA
AAPL icon

ORBA Wealth Advisors’s Apple AAPL Stock Holding History

ORBA Wealth Advisors’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 		$17.3M Buy
59,796
+34,630
+138% +$9.91M 14.79% 1
2026
Q1 		$6.39M Sell
25,166
-27,233
-52% -$7.09M 7.62% 1
2025
Q4 		$14.2M Buy
52,399
+761
+1% +$204K 12.37% 1
2025
Q3 		$13.1M Sell
51,638
-1,719
-3% -$388K 10.82% 1
2025
Q2 		$10.9M Sell
53,357
-17,278
-24% -$3.49M 9.97% 1
2025
Q1 		$15.7M Sell
70,635
-239
-0.3% -$55.4K 7.91% 1
2024
Q4 		$17.7M Sell
70,874
-677
-0.9% -$160K 9.28% 1
2024
Q3 		$16.7M Sell
71,551
-713
-1% -$159K 8.44% 1
2024
Q2 		$15.2M Buy
72,264
+978
+1% +$182K 7.88% 1
2024
Q1 		$12.2M Buy
71,286
+474
+0.7% +$86.2K 6.77% 2
2023
Q4 		$13.6M Buy
+70,812
New +$13.1M 8.17% 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

ORBA Wealth Advisors's AAPL Position: Q2 2026 in Review

ORBA Wealth Advisors increased its Apple (AAPL) stake by 138% in Q2 2026, buying an estimated $9.91M and bringing the position to 59,796 shares worth $17.3M. The position accounts for 14.79% of the portfolio, ranked #1.

ORBA Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ORBA Wealth Advisors held 59,796 shares of Apple worth $17.3M as of Q2 2026.
  • ORBA Wealth Advisors bought 34,630 Apple shares in Q2 2026, an estimated $9.91M.
  • Apple made up 14.79% of ORBA Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • ORBA Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's Apple position peaked at $17.7M in Q4 2024.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.