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Berger Financial Group’s Apple AAPL Stock Holding History

Berger 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 		$44.1M Sell
152,260
-3,985
-3% -$1.14M 2.25% 8
2026
Q1 		$39.7M Sell
156,245
-4,422
-3% -$1.15M 2.22% 9
2025
Q4 		$43.7M Sell
160,667
-2,873
-2% -$771K 2.53% 7
2025
Q3 		$41.6M Sell
163,540
-1,385
-0.8% -$313K 2.49% 7
2025
Q2 		$33.8M Sell
164,925
-3,990
-2% -$806K 2.19% 8
2025
Q1 		$37.5M Buy
168,915
+222
+0.1% +$51.4K 2.6% 8
2024
Q4 		$42.2M Sell
168,693
-2,493
-1% -$588K 2.91% 7
2024
Q3 		$39.9M Buy
171,186
+3,731
+2% +$833K 2.88% 7
2024
Q2 		$35.3M Sell
167,455
-3,200
-2% -$597K 2.81% 7
2024
Q1 		$29.3M Sell
170,655
-80
-0% -$14.5K 2.41% 7
2023
Q4 		$32.9M Buy
170,735
+2,433
+1% +$449K 3.41% 5
2023
Q3 		$28.8M Sell
168,302
-2,398
-1% -$440K 3.31% 5
2023
Q2 		$33.1M Sell
170,700
-4,556
-3% -$794K 3.76% 4
2023
Q1 		$28.9M Buy
175,256
+3,658
+2% +$540K 3.48% 4
2022
Q4 		$22.3M Buy
171,598
+193
+0.1% +$27.6K 2.94% 6
2022
Q3 		$23.7M Sell
171,405
-936
-0.5% -$147K 3.48% 5
2022
Q2 		$23.6M Sell
172,341
-913
-0.5% -$138K 3.44% 5
2022
Q1 		$30.3M Sell
173,254
-5,286
-3% -$889K 3.84% 4
2021
Q4 		$31.7M Buy
178,540
+95,831
+116% +$15.1M 4.2% 3
2021
Q3 		$11.7M Sell
82,709
-9,715
-11% -$1.43M 2.11% 10
2021
Q2 		$12.7M Buy
92,424
+1,276
+1% +$165K 2.29% 9
2021
Q1 		$11.1M Sell
91,148
-18,069
-17% -$2.32M 2.42% 9
2020
Q4 		$14.5M Buy
+109,217
New +$13.1M 2.53% 6

Other funds holding AAPL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Berger Financial Group reduced its Apple (AAPL) stake by 2.6% in Q2 2026, selling an estimated $1.14M and leaving 152,260 shares worth $44.1M. The position accounts for 2.25% of the portfolio, ranked #8.

Berger Financial Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,777 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Berger Financial Group held 152,260 shares of Apple worth $44.1M as of Q2 2026.
  • Berger Financial Group sold 3,985 Apple shares in Q2 2026, an estimated $1.14M.
  • Apple made up 2.25% of Berger Financial Group's portfolio in Q2 2026, its #8 holding.
  • Berger Financial Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.