OPS
AAPL icon

Orion Portfolio Solutions’s Apple AAPL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$213M Buy
959,240
+905,335
+1,680% +$210M 2.09% 4
2024
Q4 		$8.77M Sell
53,905
-830,587
-94% -$196M 0.09% 215
2024
Q3 		$206M Buy
884,492
+57,684
+7% +$12.9M 2.05% 3
2024
Q2 		$174M Buy
826,808
+80,816
+11% +$15.1M 1.84% 5
2024
Q1 		$128M Sell
745,992
-37,267
-5% -$6.78M 1.37% 6
2023
Q4 		$145M Sell
783,259
-16,200
-2% -$2.99M 1.69% 5
2023
Q3 		$137M Buy
799,459
+275,156
+52% +$50.5M 1.65% 4
2023
Q2 		$164M Sell
524,303
-244,148
-32% -$42.5M 1.75% 4
2023
Q1 		$127M Buy
768,451
+553,619
+258% +$81.7M 1.56% 5
2022
Q4 		$27.9M Buy
214,832
+7,193
+3% +$1.03M 0.98% 13
2022
Q3 		$28.7M Buy
207,639
+7,445
+4% +$1.17M 1.14% 9
2022
Q2 		$27.4M Sell
200,194
-7,703
-4% -$1.17M 1.1% 10
2022
Q1 		$36.3M Buy
207,897
+1,992
+1% +$335K 1.28% 10
2021
Q4 		$36.6M Buy
205,905
+295
+0.1% +$46.6K 1.22% 10
2021
Q3 		$29.1M Buy
205,610
+31,311
+18% +$4.61M 1.07% 11
2021
Q2 		$23.9M Sell
174,299
-508
-0.3% -$65.8K 0.94% 15
2021
Q1 		$21.4M Sell
174,807
-2,182
-1% -$280K 0.92% 15
2020
Q4 		$23.5M Sell
176,989
-627
-0.4% -$75.4K 1.1% 12
2020
Q3 		$20.6M Buy
177,616
+1,232
+0.7% +$134K 1.07% 13
2020
Q2 		$16.1M Buy
176,384
+10,592
+6% +$821K 0.87% 17
2020
Q1 		$10.5M Sell
165,792
-9,644
-5% -$709K 0.72% 20
2019
Q4 		$12.9M Buy
+175,436
New +$11.3M 1.01% 21

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orion Portfolio Solutions's AAPL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Apple (AAPL) stake by 1,680% in Q1 2025, buying an estimated $210M and bringing the position to 959,240 shares worth $213M. The position accounts for 2.09% of the portfolio, ranked #4.

Orion Portfolio Solutions first reported a position in AAPL in Q4 2019 and has held it in 22 quarters since. 5,591 funds tracked by Wall St. Rank hold AAPL as of Q1 2025.

  • Orion Portfolio Solutions held 959,240 shares of Apple worth $213M as of Q1 2025.
  • Orion Portfolio Solutions bought 905,335 Apple shares in Q1 2025, an estimated $210M.
  • Apple made up 2.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #4 holding.
  • Orion Portfolio Solutions first reported a position in Apple in Q4 2019 and has held it in 22 quarters since.
  • 5,591 funds tracked by Wall St. Rank held Apple as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.