Orgel Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.99M | Buy |
10,340
+2,525
| +32% | +$722K | 0.06% | 40 |
|
|
2026
Q1 | $1.98M | Sell |
7,815
-78
| -1% | -$20.3K | 0.04% | 39 |
|
|
2025
Q4 | $2.15M | Buy |
7,893
+661
| +9% | +$177K | 0.05% | 40 |
|
|
2025
Q3 | $1.84M | Hold |
7,232
| – | – | 0.04% | 41 |
|
|
2025
Q2 | $1.48M | Sell |
7,232
-240
| -3% | -$48.5K | 0.04% | 43 |
|
|
2025
Q1 | $1.66M | Sell |
7,472
-466
| -6% | -$108K | 0.04% | 39 |
|
|
2024
Q4 | $1.99M | Buy |
7,938
+40
| +0.5% | +$9.43K | 0.05% | 37 |
|
|
2024
Q3 | $1.84M | Sell |
7,898
-597
| -7% | -$133K | 0.05% | 39 |
|
|
2024
Q2 | $1.79M | Buy |
8,495
+359
| +4% | +$66.9K | 0.05% | 38 |
|
|
2024
Q1 | $1.4M | Sell |
8,136
-1,741
| -18% | -$317K | 0.04% | 38 |
|
|
2023
Q4 | $1.9M | Buy |
9,877
+349
| +4% | +$64.4K | 0.06% | 35 |
|
|
2023
Q3 | $1.63M | Buy |
9,528
+602
| +7% | +$110K | 0.06% | 35 |
|
|
2023
Q2 | $1.73M | Buy |
8,926
+66
| +0.7% | +$11.5K | 0.06% | 38 |
|
|
2023
Q1 | $1.46M | Sell |
8,860
-916
| -9% | -$135K | 0.05% | 38 |
|
|
2022
Q4 | $1.27M | Sell |
9,776
-204
| -2% | -$29.2K | 0.05% | 38 |
|
|
2022
Q3 | $1.38M | Buy |
9,980
+94
| +1% | +$14.8K | 0.07% | 33 |
|
|
2022
Q2 | $1.35M | Sell |
9,886
-1,516
| -13% | -$230K | 0.08% | 29 |
|
|
2022
Q1 | $1.99M | Sell |
11,402
-4,206
| -27% | -$707K | 0.14% | 25 |
|
|
2021
Q4 | $2.77M | Buy |
15,608
+1,335
| +9% | +$211K | 0.27% | 21 |
|
|
2021
Q3 | $2.02M | Buy |
14,273
+2,225
| +18% | +$328K | 0.23% | 23 |
|
|
2021
Q2 | $1.65M | Buy |
12,048
+1,578
| +15% | +$204K | 0.21% | 23 |
|
|
2021
Q1 | $1.28M | Sell |
10,470
-705
| -6% | -$90.5K | 0.18% | 23 |
|
|
2020
Q4 | $1.48M | Sell |
11,175
-85
| -0.8% | -$10.2K | 0.3% | 20 |
|
|
2020
Q3 | $1.3M | Sell |
11,260
-1,472
| -12% | -$161K | 0.36% | 20 |
|
|
2020
Q2 | $1.16M | Buy |
12,732
+2,680
| +27% | +$208K | 0.44% | 21 |
|
|
2020
Q1 | $639K | Sell |
10,052
-48
| -0.5% | -$3.53K | 0.25% | 19 |
|
|
2019
Q4 | $741K | Sell |
10,100
-252
| -2% | -$16.2K | 0.2% | 25 |
|
|
2019
Q3 | $580K | Buy |
10,352
+264
| +3% | +$13.8K | 0.22% | 22 |
|
|
2019
Q2 | $499K | Buy |
10,088
+160
| +2% | +$7.8K | 0.19% | 22 |
|
|
2019
Q1 | $471K | Buy |
9,928
+800
| +9% | +$33.9K | 0.16% | 22 |
|
|
2018
Q4 | $360K | Sell |
9,128
-672
| -7% | -$32.6K | 0.11% | 31 |
|
|
2018
Q3 | $553K | Hold |
9,800
| – | – | 0.24% | 21 |
|
|
2018
Q2 | $454K | Hold |
9,800
| – | – | 0.11% | 24 |
|
|
2018
Q1 | $411K | Sell |
9,800
-1,040
| -10% | -$44.8K | 0.1% | 25 |
|
|
2017
Q4 | $459K | Buy |
10,840
+968
| +10% | +$40.5K | 0.11% | 23 |
|
|
2017
Q3 | $380K | Sell |
9,872
-452
| -4% | -$17.5K | 0.13% | 12 |
|
|
2017
Q2 | $372K | Buy |
10,324
+320
| +3% | +$11.8K | 0.14% | 10 |
|
|
2017
Q1 | $360K | Buy |
+10,004
| New | +$329K | 0.16% | 10 |
|
|
2016
Q2 | – | Sell |
-7,412
| Closed | -$202K | – | 20 |
|
|
2016
Q1 | $202K | Buy |
+7,412
| New | +$185K | 0.13% | 18 |
|
Other funds holding AAPL
Orgel Wealth Management's AAPL Position: Q2 2026 in Review
Orgel Wealth Management increased its Apple (AAPL) stake by 32% in Q2 2026, buying an estimated $722K and bringing the position to 10,340 shares worth $2.99M. The position accounts for 0.06% of the portfolio, ranked #40.
Orgel Wealth Management first reported a position in AAPL in Q1 2016 and has held it in 39 quarters since. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Orgel Wealth Management held 10,340 shares of Apple worth $2.99M as of Q2 2026.
- Orgel Wealth Management bought 2,525 Apple shares in Q2 2026, an estimated $722K.
- Apple made up 0.06% of Orgel Wealth Management's portfolio in Q2 2026, its #40 holding.
- Orgel Wealth Management first reported a position in Apple in Q1 2016 and has held it in 39 quarters since.
- 6,090 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.