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Orin Green Financial’s Apple AAPL Stock Holding History

Orin Green Financial’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 		$3.96M Sell
13,684
-102
-0.7% -$29.2K 1.46% 17
2026
Q1 		$3.5M Buy
13,786
+130
+1% +$33.8K 1.44% 19
2025
Q4 		$3.71M Buy
13,656
+120
+0.9% +$32.2K 1.49% 18
2025
Q3 		$3.45M Buy
13,536
+322
+2% +$72.7K 1.38% 19
2025
Q2 		$2.71M Buy
13,214
+246
+2% +$49.7K 1.15% 21
2025
Q1 		$2.5M Buy
+12,968
New +$3M 1.18% 21
2024
Q4 		– Sell
-11,275
Closed -$2.66M – 17
2024
Q3 		$2.63M Buy
11,275
+2,718
+32% +$607K 1.13% 18
2024
Q2 		$1.8M Buy
8,557
+560
+7% +$104K 0.83% 25
2024
Q1 		$1.37M Sell
7,997
-4,053
-34% -$737K 0.64% 26
2023
Q4 		$2.32M Sell
12,050
-113
-0.9% -$20.9K 1.14% 18
2023
Q3 		$2.08M Buy
12,163
+12
+0.1% +$2.2K 1.16% 19
2023
Q2 		$2.36M Sell
12,151
-80
-0.7% -$13.9K 1.23% 20
2023
Q1 		$2.02M Sell
12,231
-822
-6% -$121K 1.09% 21
2022
Q4 		$1.7M Buy
13,053
+100
+0.8% +$14.3K 1% 22
2022
Q3 		$1.79M Sell
12,953
-6,363
-33% -$999K 1.16% 18
2022
Q2 		$2.76M Sell
19,316
-6
-0% -$909 1.72% 17
2022
Q1 		$3.37M Buy
19,322
+9,089
+89% +$1.53M 2.2% 15
2021
Q4 		$1.76M Sell
10,233
-9,131
-47% -$1.44M 1.28% 19
2021
Q3 		$2.74M Sell
19,364
-47
-0.2% -$6.92K 1.91% 16
2021
Q2 		$2.66M Buy
19,411
+500
+3% +$64.8K 1.88% 16
2021
Q1 		$2.31M Sell
18,911
-376
-2% -$48.3K 1.88% 16
2020
Q4 		$2.56M Buy
+19,287
New +$2.32M 2.03% 18

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

Orin Green Financial's AAPL Position: Q2 2026 in Review

Orin Green Financial reduced its Apple (AAPL) stake by 0.74% in Q2 2026, selling an estimated $29.2K and leaving 13,684 shares worth $3.96M. The position accounts for 1.46% of the portfolio, ranked #17.

Orin Green Financial first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Orin Green Financial held 13,684 shares of Apple worth $3.96M as of Q2 2026.
  • Orin Green Financial sold 102 Apple shares in Q2 2026, an estimated $29.2K.
  • Apple made up 1.46% of Orin Green Financial's portfolio in Q2 2026, its #17 holding.
  • Orin Green Financial first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.