OFG
AAPL icon

Orcam Financial Group’s Apple AAPL Stock Holding History

Orcam Financial Group’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 		$490K Sell
1,933
-279
-13% -$72.6K 0.35% 39
2025
Q4 		$601K Sell
2,212
-105
-5% -$28.2K 0.45% 33
2025
Q3 		$590K Buy
2,317
+640
+38% +$145K 0.48% 31
2025
Q2 		$344K Hold
1,677
– – 0.3% 36
2025
Q1 		$373K Sell
1,677
-450
-21% -$104K 0.35% 35
2024
Q4 		$533K Sell
2,127
-22
-1% -$5.18K 0.52% 29
2024
Q3 		$501K Hold
2,149
– – 0.49% 29
2024
Q2 		$453K Hold
2,149
– – 0.49% 28
2024
Q1 		$369K Hold
2,149
– – 0.4% 29
2023
Q4 		$414K Sell
2,149
-200
-9% -$36.9K 0.51% 26
2023
Q3 		$402K Buy
+2,349
New +$431K 0.54% 24

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

Orcam Financial Group's AAPL Position: Q1 2026 in Review

Orcam Financial Group reduced its Apple (AAPL) stake by 13% in Q1 2026, selling an estimated $72.6K and leaving 1,933 shares worth $490K. The position accounts for 0.35% of the portfolio, ranked #39.

Orcam Financial Group first reported a position in AAPL in Q3 2023 and has held it in 11 quarters since. The position peaked at $601K in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Orcam Financial Group held 1,933 shares of Apple worth $490K as of Q1 2026.
  • Orcam Financial Group sold 279 Apple shares in Q1 2026, an estimated $72.6K.
  • Apple made up 0.35% of Orcam Financial Group's portfolio in Q1 2026, its #39 holding.
  • Orcam Financial Group first reported a position in Apple in Q3 2023 and has held it in 11 quarters since.
  • Orcam Financial Group's Apple position peaked at $601K in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.