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	–	Hold	0	–	–	–	473

Other funds holding AAPL

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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. 3,809 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.
3,809 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.