Berbice Capital Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$7.01M Sell
21,044
-12
-0.1% -$3.85K 3.48% 8
2026
Q2
$6.09M Hold
21,056
– – 3.15% 9
2026
Q1
$5.34M Hold
21,056
– – 3.5% 7
2025
Q4
$5.72M Hold
21,056
– – 3.44% 10
2025
Q3
$5.36M Buy
21,056
+12
+0.1% +$2.71K 3.3% 10
2025
Q2
$4.32M Sell
21,044
-2,204
-9% -$445K 3.02% 11
2025
Q1
$5.16M Buy
23,248
+132
+0.6% +$30.6K 4.45% 8
2024
Q4
$5.79M Buy
+23,116
New +$5.45M 4.64% 7

Other funds holding AAPL

Berbice Capital Management's AAPL Position: Q3 2026 in Review

Berbice Capital Management reduced its Apple (AAPL) stake by 0.06% in Q3 2026, selling an estimated $3.85K and leaving 21,044 shares worth $7.01M. The position accounts for 3.48% of the portfolio, ranked #8.

Berbice Capital Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,771 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Berbice Capital Management held 21,044 shares of Apple worth $7.01M as of Q3 2026.
  • Berbice Capital Management sold 12 Apple shares in Q3 2026, an estimated $3.85K.
  • Apple made up 3.48% of Berbice Capital Management's portfolio in Q3 2026, its #8 holding.
  • Berbice Capital Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.