Birch Capital Management
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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
Q3 		$20.6M Sell
61,787
-130
-0.2% -$41.8K 9.65% 1
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 		$9.8M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Birch Capital Management reduced its Apple (AAPL) stake by 0.21% in Q3 2026, selling an estimated $41.8K and leaving 61,787 shares worth $20.6M. The position accounts for 9.65% of the portfolio, ranked #1.

Birch Capital Management first reported a position in AAPL in Q4 2019 and has held it in 28 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Birch Capital Management held 61,787 shares of Apple worth $20.6M as of Q3 2026.
  • Birch Capital Management sold 130 Apple shares in Q3 2026, an estimated $41.8K.
  • Apple made up 9.65% of Birch Capital Management's portfolio in Q3 2026, its #1 holding.
  • Birch Capital Management first reported a position in Apple in Q4 2019 and has held it in 28 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.