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ORG Wealth Partners’s Apple AAPL Stock Holding History

ORG Wealth Partners’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 		$9.79M Buy
33,811
+2,110
+7% +$604K 1.47% 9
2026
Q1 		$8.05M Sell
31,701
-809
-2% -$211K 1.58% 8
2025
Q4 		$8.84M Sell
32,510
-432
-1% -$116K 2.08% 6
2025
Q3 		$8.39M Buy
32,942
+4,851
+17% +$1.1M 1.78% 6
2025
Q2 		$5.84M Buy
28,091
+3,454
+14% +$698K 1.4% 7
2025
Q1 		$5.5M Buy
24,637
+8,941
+57% +$2.07M 1.69% 8
2024
Q4 		$3.93M Buy
15,696
+393
+3% +$92.6K 1.21% 8
2024
Q3 		$3.57M Buy
+15,303
New +$3.42M 1.19% 9

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

ORG Wealth Partners's AAPL Position: Q2 2026 in Review

ORG Wealth Partners increased its Apple (AAPL) stake by 6.7% in Q2 2026, buying an estimated $604K and bringing the position to 33,811 shares worth $9.79M. The position accounts for 1.47% of the portfolio, ranked #9.

ORG Wealth Partners first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • ORG Wealth Partners held 33,811 shares of Apple worth $9.79M as of Q2 2026.
  • ORG Wealth Partners bought 2,110 Apple shares in Q2 2026, an estimated $604K.
  • Apple made up 1.47% of ORG Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • ORG Wealth Partners first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.