Birchbrook
AAPL icon

Birchbrook’s Apple AAPL Stock Holding History

Birchbrook’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 		$3.37M Sell
10,116
-1,451
-13% -$466K 1.61% 13
2026
Q2 		$3.35M Sell
11,567
-1,502
-11% -$430K 1.57% 12
2026
Q1 		$3.32M Sell
13,069
-130
-1% -$33.8K 1.63% 11
2025
Q4 		$3.59M Buy
13,199
+1,566
+13% +$420K 1.79% 12
2025
Q3 		$2.96M Sell
11,633
-396
-3% -$89.5K 1.53% 15
2025
Q2 		$2.47M Buy
12,029
+173
+1% +$34.9K 1.32% 16
2025
Q1 		$2.63M Sell
11,856
-79
-0.7% -$18.3K 1.48% 12
2024
Q4 		$2.99M Sell
11,935
-286
-2% -$67.4K 1.7% 13
2024
Q3 		$2.85M Sell
12,221
-261
-2% -$58.3K 1.58% 13
2024
Q2 		$2.63M Sell
12,482
-110
-0.9% -$20.5K 1.58% 14
2024
Q1 		$2.16M Buy
12,592
+46
+0.4% +$8.36K 1.28% 16
2023
Q4 		$2.42M Buy
+12,546
New +$2.32M 1.59% 13

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

Birchbrook's AAPL Position: Q3 2026 in Review

Birchbrook reduced its Apple (AAPL) stake by 13% in Q3 2026, selling an estimated $466K and leaving 10,116 shares worth $3.37M. The position accounts for 1.61% of the portfolio, ranked #13.

Birchbrook first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.59M in Q4 2025. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Birchbrook held 10,116 shares of Apple worth $3.37M as of Q3 2026.
  • Birchbrook sold 1,451 Apple shares in Q3 2026, an estimated $466K.
  • Apple made up 1.61% of Birchbrook's portfolio in Q3 2026, its #13 holding.
  • Birchbrook first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Apple position peaked at $3.59M in Q4 2025.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.