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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
Q2 		$1.96M Buy
6,759
+4,826
+250% +$1.38M 0.96% 18
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 $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

Orcam Financial Group's AAPL Position: Q2 2026 in Review

Orcam Financial Group increased its Apple (AAPL) stake by 250% in Q2 2026, buying an estimated $1.38M and bringing the position to 6,759 shares worth $1.96M. The position accounts for 0.96% of the portfolio, ranked #18.

Orcam Financial Group first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Orcam Financial Group held 6,759 shares of Apple worth $1.96M as of Q2 2026.
  • Orcam Financial Group bought 4,826 Apple shares in Q2 2026, an estimated $1.38M.
  • Apple made up 0.96% of Orcam Financial Group's portfolio in Q2 2026, its #18 holding.
  • Orcam Financial Group first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.