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 Q2	$4.15M	Hold	14,354	–	–	1.21%	24
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Orion Investment Company's AAPL Position: Q2 2026 in Review

Orion Investment Company held its Apple (AAPL) position steady in Q2 2026 at 14,354 shares worth $4.15M. The position accounts for 1.21% of the portfolio, ranked #24.

Orion Investment Company first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Orion Investment Company held 14,354 shares of Apple worth $4.15M as of Q2 2026.
Orion Investment Company left its Apple share count unchanged in Q2 2026.
Apple made up 1.21% of Orion Investment Company's portfolio in Q2 2026, its #24 holding.
Orion Investment Company first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.