OCM
AAPL icon

Orion Capital Management’s Apple AAPL Stock Holding History

Orion Capital Management’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 		– Sell
-700
Closed -$190K – 483
2025
Q4 		$190K Buy
700
+500
+250% +$134K 0.06% 153
2025
Q3 		$50.9K Hold
200
– – 0.02% 266
2025
Q2 		$41K Buy
+200
New +$40.4K 0.02% 259
2025
Q1 		– Sell
-200
Closed -$50.1K – 468
2024
Q4 		$50.1K Hold
200
– – 0.02% 236
2024
Q3 		$46.6K Sell
200
-100
-33% -$22.3K 0.02% 129
2024
Q2 		$63.2K Hold
300
– – 0.03% 198
2024
Q1 		$51.4K Hold
300
– – 0.03% 242
2023
Q4 		$57.8K Buy
300
+100
+50% +$18.5K 0.03% 221
2023
Q3 		$34.2K Sell
200
-100
-33% -$18.3K 0.02% 268
2023
Q2 		$58.2K Hold
300
– – 0.04% 130
2023
Q1 		$49.5K Sell
300
-200
-40% -$29.5K 0.03% 219
2022
Q4 		$65K Sell
500
-1,200
-71% -$171K 0.05% 177
2022
Q3 		$235K Buy
1,700
+1,500
+750% +$235K 0.19% 90
2022
Q2 		$27K Buy
+200
New +$30.3K 0.02% 239

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

Orion Capital Management's AAPL Position: Q1 2026 in Review

Orion Capital Management reduced its Apple (AAPL) stake by 0.12% in Q1 2026, selling an estimated $14.6K and leaving 44,936 shares worth $11.4M. The position accounts for 3.93% of the portfolio, ranked #5.

Orion Capital Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.7M in Q4 2023. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Orion Capital Management held 44,936 shares of Apple worth $11.4M as of Q1 2026.
  • Orion Capital Management sold 56 Apple shares in Q1 2026, an estimated $14.6K.
  • Apple made up 3.93% of Orion Capital Management's portfolio in Q1 2026, its #5 holding.
  • Orion Capital Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Apple position peaked at $12.7M in Q4 2023.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.