Baron Financial Group
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Baron Financial Group’s Apple AAPL Stock Holding History

Baron Financial Group’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
Q3 		$1.91M Sell
5,737
-249
-4% -$80K 0.93% 30
2026
Q2 		$1.73M Buy
5,986
+2
+0% +$572 0.83% 32
2026
Q1 		$1.52M Sell
5,984
-1,778
-23% -$463K 0.82% 32
2025
Q4 		$2.11M Buy
7,762
+340
+5% +$91.3K 1.13% 29
2025
Q3 		$1.89M Buy
7,422
+1,707
+30% +$386K 1.04% 31
2025
Q2 		$1.17M Sell
5,715
-278
-5% -$56.1K 0.69% 32
2025
Q1 		$1.33M Sell
5,993
-908
-13% -$210K 0.84% 32
2024
Q4 		$1.73M Buy
6,901
+2
+0% +$471 1.07% 29
2024
Q3 		$1.61M Sell
6,899
-168
-2% -$37.5K 0.98% 31
2024
Q2 		$1.49M Sell
7,067
-2,401
-25% -$448K 0.95% 31
2024
Q1 		$1.62M Sell
9,468
-257
-3% -$46.7K 1% 31
2023
Q4 		$1.87M Buy
9,725
+3
+0% +$554 1.19% 27
2023
Q3 		$1.66M Sell
9,722
-57
-0.6% -$10.5K 1.08% 28
2023
Q2 		$1.9M Sell
9,779
-66
-0.7% -$11.5K 1.17% 26
2023
Q1 		$1.62M Buy
9,845
+28
+0.3% +$4.13K 1.03% 30
2022
Q4 		$1.28M Buy
9,817
+517
+6% +$73.9K 0.85% 32
2022
Q3 		$1.28M Buy
9,300
+138
+2% +$21.7K 0.87% 34
2022
Q2 		$1.25M Buy
9,162
+437
+5% +$66.2K 0.83% 30
2022
Q1 		$1.52M Sell
8,725
-89
-1% -$15K 0.88% 29
2021
Q4 		$1.57M Sell
8,814
-20
-0.2% -$3.16K 0.89% 30
2021
Q3 		$1.25M Buy
8,834
+1
+0% +$147 0.76% 31
2021
Q2 		$1.21M Buy
8,833
+100
+1% +$13K 0.75% 31
2021
Q1 		$1.07M Buy
8,733
+1,446
+20% +$186K 0.73% 32
2020
Q4 		$967K Buy
7,287
+140
+2% +$16.8K 0.77% 29
2020
Q3 		$828K Buy
+7,147
New +$780K 0.78% 27

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baron Financial Group's AAPL Position: Q3 2026 in Review

Baron Financial Group reduced its Apple (AAPL) stake by 4.2% in Q3 2026, selling an estimated $80K and leaving 5,737 shares worth $1.91M. The position accounts for 0.93% of the portfolio, ranked #30.

Baron Financial Group first reported a position in AAPL in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q4 2025. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Baron Financial Group held 5,737 shares of Apple worth $1.91M as of Q3 2026.
  • Baron Financial Group sold 249 Apple shares in Q3 2026, an estimated $80K.
  • Apple made up 0.93% of Baron Financial Group's portfolio in Q3 2026, its #30 holding.
  • Baron Financial Group first reported a position in Apple in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's Apple position peaked at $2.11M in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.