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Birch Capital Management’s Apple AAPL Stock Holding History

Birch Capital Management’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 		$17.9M Sell
61,917
-1,862
-3% -$533K 8.75% 2
2026
Q1 		$16.2M Sell
63,779
-4,052
-6% -$1.05M 8.48% 1
2025
Q4 		$18.4M Sell
67,831
-721
-1% -$194K 9.2% 1
2025
Q3 		$17.5M Sell
68,552
-491
-0.7% -$111K 8.91% 1
2025
Q2 		$14.2M Sell
69,043
-1,373
-2% -$277K 7.25% 3
2025
Q1 		$15.6M Sell
70,416
-1,974
-3% -$457K 8.13% 1
2024
Q4 		$18.1M Buy
72,390
+361
+0.5% +$85.1K 9.12% 1
2024
Q3 		$16.8M Buy
72,029
+2
+0% +$447 8.2% 1
2024
Q2 		$15.2M Buy
72,027
+2
+0% +$373 7.89% 2
2024
Q1 		$12.4M Buy
72,025
+462
+0.6% +$84K 6.42% 4
2023
Q4 		$13.8M Sell
71,563
-122
-0.2% -$22.5K 7.91% 2
2023
Q3 		$12.3M Sell
71,685
-892
-1% -$164K 7.77% 2
2023
Q2 		$14.1M Sell
72,577
-1,951
-3% -$340K 8.55% 1
2023
Q1 		$12.3M Sell
74,528
-691
-0.9% -$102K 7.91% 1
2022
Q4 		$9.77M Sell
75,219
-265
-0.4% -$37.9K 6.73% 2
2022
Q3 		$10.4M Sell
75,484
-43
-0.1% -$6.75K 7.87% 1
2022
Q2 		$10.3M Buy
75,527
+100
+0.1% +$15.1K 7.37% 1
2022
Q1 		$13.2M Sell
75,427
-510
-0.7% -$85.8K 8.1% 1
2021
Q4 		$13.5M Buy
75,937
+3
+0% +$474 8.08% 1
2021
Q3 		$10.7M Sell
75,934
-1,010
-1% -$149K 7.3% 1
2021
Q2 		$10.5M Sell
76,944
-61
-0.1% -$7.9K 7.15% 1
2021
Q1 		$9.41M Sell
77,005
-725
-0.9% -$93.1K 6.92% 1
2020
Q4 		$10.3M Sell
77,730
-1,016
-1% -$122K 7.87% 1
2020
Q3 		$9.12M Sell
78,746
-126
-0.2% -$13.7K 7.93% 1
2020
Q2 		$7.19M Sell
78,872
-484
-0.6% -$37.5K 6.74% 1
2020
Q1 		$5.04M Sell
79,356
-156
-0.2% -$11.5K 5.81% 1
2019
Q4 		$5.84M Buy
+79,512
New +$5.12M 5.72% 1

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Birch Capital Management's AAPL Position: Q2 2026 in Review

Birch Capital Management reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $533K and leaving 61,917 shares worth $17.9M. The position accounts for 8.75% of the portfolio, ranked #2.

Birch Capital Management first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.4M in Q4 2025. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Birch Capital Management held 61,917 shares of Apple worth $17.9M as of Q2 2026.
  • Birch Capital Management sold 1,862 Apple shares in Q2 2026, an estimated $533K.
  • Apple made up 8.75% of Birch Capital Management's portfolio in Q2 2026, its #2 holding.
  • Birch Capital Management first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Apple position peaked at $18.4M in Q4 2025.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.