BFG
AAPL icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Baron Financial Group's AAPL Position: Q2 2026 in Review

Baron Financial Group increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $572 and bringing the position to 5,986 shares worth $1.73M. The position accounts for 0.83% of the portfolio, ranked #32.

Baron Financial Group first reported a position in AAPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q4 2025. 1,520 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Baron Financial Group held 5,986 shares of Apple worth $1.73M as of Q2 2026.
  • Baron Financial Group bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.83% of Baron Financial Group's portfolio in Q2 2026, its #32 holding.
  • Baron Financial Group first reported a position in Apple in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Apple position peaked at $2.11M in Q4 2025.
  • 1,520 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.