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O'Rourke & Company’s Apple AAPL Stock Holding History

O'Rourke & 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 		$19.6M Sell
77,188
-2,268
-3% -$590K 7.75% 1
2025
Q4 		$21.6M Sell
79,456
-2,082
-3% -$559K 8.4% 1
2025
Q3 		$20.8M Buy
81,538
+910
+1% +$206K 8.68% 1
2025
Q2 		$16.5M Buy
80,628
+29,715
+58% +$6M 7.72% 1
2025
Q1 		$18M Sell
50,913
-32,344
-39% -$7.49M 8.92% 1
2024
Q4 		$20.8M Sell
83,257
-6,931
-8% -$1.63M 10.21% 1
2024
Q3 		$21M Sell
90,188
-238
-0.3% -$53.1K 10.52% 1
2024
Q2 		$19M Sell
90,426
-158
-0.2% -$29.5K 10.72% 1
2024
Q1 		$15.5M Buy
90,584
+1,524
+2% +$277K 9.02% 1
2023
Q4 		$17.1M Buy
89,060
+82
+0.1% +$15.1K 11.05% 1
2023
Q3 		$15.2M Sell
88,978
-1,365
-2% -$250K 11.11% 1
2023
Q2 		$17.5M Buy
90,343
+3
+0% +$523 12.29% 1
2023
Q1 		$14.9M Sell
90,340
-350
-0.4% -$51.6K 11.35% 1
2022
Q4 		$11.8M Sell
90,690
-122
-0.1% -$17.4K 9.35% 1
2022
Q3 		$12.6M Buy
90,812
+757
+0.8% +$119K 10.95% 1
2022
Q2 		$12.3M Sell
90,055
-266
-0.3% -$40.3K 10.44% 1
2022
Q1 		$15.8M Sell
90,321
-642
-0.7% -$108K 10.87% 1
2021
Q4 		$16.2M Buy
+90,963
New +$14.4M 10.77% 1

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

O'Rourke & Company's AAPL Position: Q1 2026 in Review

O'Rourke & Company reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $590K and leaving 77,188 shares worth $19.6M. The position accounts for 7.75% of the portfolio, ranked #1.

O'Rourke & Company first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • O'Rourke & Company held 77,188 shares of Apple worth $19.6M as of Q1 2026.
  • O'Rourke & Company sold 2,268 Apple shares in Q1 2026, an estimated $590K.
  • Apple made up 7.75% of O'Rourke & Company's portfolio in Q1 2026, its #1 holding.
  • O'Rourke & Company first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Apple position peaked at $21.6M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.