BFG
AAPL icon

Birch Financial Group’s Apple AAPL Stock Holding History

Birch 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 		$7.4M Sell
25,578
-81
-0.3% -$23.2K 3.81% 4
2026
Q1 		$6.51M Sell
25,659
-11
-0% -$2.86K 3.8% 4
2025
Q4 		$6.98M Sell
25,670
-2,391
-9% -$642K 3.98% 4
2025
Q3 		$7.15M Buy
28,061
+2,805
+11% +$634K 4.21% 4
2025
Q2 		$5.18M Buy
25,256
+1,198
+5% +$242K 4.14% 6
2025
Q1 		$5.34M Buy
24,058
+1,614
+7% +$374K 4.76% 5
2024
Q4 		$5.62M Buy
+22,444
New +$5.29M 6.32% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Birch Financial Group reduced its Apple (AAPL) stake by 0.32% in Q2 2026, selling an estimated $23.2K and leaving 25,578 shares worth $7.4M. The position accounts for 3.81% of the portfolio, ranked #4.

Birch Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 4,140 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Birch Financial Group held 25,578 shares of Apple worth $7.4M as of Q2 2026.
  • Birch Financial Group sold 81 Apple shares in Q2 2026, an estimated $23.2K.
  • Apple made up 3.81% of Birch Financial Group's portfolio in Q2 2026, its #4 holding.
  • Birch Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 4,140 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.