OIC
AAPL icon

Orion Investment Company’s Apple AAPL Stock Holding History

Orion Investment Company’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 		$3.64M Hold
14,354
– – 1.16% 24
2025
Q4 		$3.9M Buy
14,354
+41
+0.3% +$11K 1.19% 23
2025
Q3 		$3.64M Hold
14,313
– – 1.16% 24
2025
Q2 		$2.94M Hold
14,313
– – 1.04% 27
2025
Q1 		$3.18M Buy
14,313
+20
+0.1% +$4.63K 1.3% 22
2024
Q4 		$3.58M Buy
14,293
+500
+4% +$118K 1.43% 19
2024
Q3 		$3.21M Hold
13,793
– – 1.25% 20
2024
Q2 		$2.91M Buy
+13,793
New +$2.57M 1.16% 19

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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 Investment Company's AAPL Position: Q1 2026 in Review

Orion Investment Company held its Apple (AAPL) position steady in Q1 2026 at 14,354 shares worth $3.64M. The position accounts for 1.16% of the portfolio, ranked #24.

Orion Investment Company first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.9M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Orion Investment Company held 14,354 shares of Apple worth $3.64M as of Q1 2026.
  • Orion Investment Company left its Apple share count unchanged in Q1 2026.
  • Apple made up 1.16% of Orion Investment Company's portfolio in Q1 2026, its #24 holding.
  • Orion Investment Company first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Orion Investment Company's Apple position peaked at $3.9M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.