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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
Q2 		$57.9K Buy
+200
New +$57.2K 0.02% 269
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 $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

Orion Capital Management's AAPL Position: Q2 2026 in Review

Orion Capital Management reduced its Apple (AAPL) stake by 0.69% in Q2 2026, selling an estimated $88.7K and leaving 44,626 shares worth $12.9M. The position accounts for 3.99% of the portfolio, ranked #5.

Orion Capital Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Orion Capital Management held 44,626 shares of Apple worth $12.9M as of Q2 2026.
  • Orion Capital Management sold 310 Apple shares in Q2 2026, an estimated $88.7K.
  • Apple made up 3.99% of Orion Capital Management's portfolio in Q2 2026, its #5 holding.
  • Orion Capital Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.