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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Birchbrook's AAPL Position: Q2 2026 in Review

Birchbrook reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $430K and leaving 11,567 shares worth $3.35M. The position accounts for 1.57% of the portfolio, ranked #12.

Birchbrook first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Birchbrook held 11,567 shares of Apple worth $3.35M as of Q2 2026.
Birchbrook sold 1,502 Apple shares in Q2 2026, an estimated $430K.
Apple made up 1.57% of Birchbrook's portfolio in Q2 2026, its #12 holding.
Birchbrook first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Apple position peaked at $3.59M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.