Berger Financial Group
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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
Q3 		$50M Sell
150,207
-2,053
-1% -$659K 2.49% 8
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Berger Financial Group reduced its Apple (AAPL) stake by 1.3% in Q3 2026, selling an estimated $659K and leaving 150,207 shares worth $50M. The position accounts for 2.49% of the portfolio, ranked #8.

Berger Financial Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Berger Financial Group held 150,207 shares of Apple worth $50M as of Q3 2026.
  • Berger Financial Group sold 2,053 Apple shares in Q3 2026, an estimated $659K.
  • Apple made up 2.49% of Berger Financial Group's portfolio in Q3 2026, its #8 holding.
  • Berger Financial Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.