SEC 13F Intelligence

Orca Wealth Management, LLC / AAPL

Orca Wealth Management, LLC’s Apple Inc Position

Does Orca Wealth Management, LLC own Apple Inc (AAPL)? Yes — 58.8K shares worth $15M (+10.63% of its 13F portfolio) as of Q1 2026, down from 59.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
58.8K
% of Portfolio
+10.63%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $15MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $15MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.8K$15M+10.63%
Q4 202559.1K$16M+11.39%
Q3 202559.1K$15M+11.39%
Q2 202557.9K$12M+10.00%
Q1 202559.3K$13M+11.79%
Q4 202458.5K$15M+13.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orca Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.