Birch Financial Group
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
Q3 		$8.92M Buy
26,794
+1,216
+5% +$391K 4.17% 4
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Birch Financial Group increased its Apple (AAPL) stake by 4.8% in Q3 2026, buying an estimated $391K and bringing the position to 26,794 shares worth $8.92M. The position accounts for 4.17% of the portfolio, ranked #4.

Birch Financial Group first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Birch Financial Group held 26,794 shares of Apple worth $8.92M as of Q3 2026.
  • Birch Financial Group bought 1,216 Apple shares in Q3 2026, an estimated $391K.
  • Apple made up 4.17% of Birch Financial Group's portfolio in Q3 2026, its #4 holding.
  • Birch Financial Group first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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