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Birchcreek Wealth Management’s Apple AAPL Stock Holding History

Birchcreek Wealth 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
Q1 		$4.65M Sell
18,337
-128
-0.7% -$33.3K 2.24% 10
2025
Q4 		$5.02M Sell
18,465
-1,327
-7% -$356K 2.47% 8
2025
Q3 		$5.04M Sell
19,792
-894
-4% -$202K 2.6% 7
2025
Q2 		$4.24M Buy
20,686
+217
+1% +$43.8K 2.4% 8
2025
Q1 		$4.55M Sell
20,469
-31
-0.2% -$7.18K 2.87% 7
2024
Q4 		$5.13M Sell
20,500
-234
-1% -$55.1K 3.22% 7
2024
Q3 		$4.83M Sell
20,734
-1,027
-5% -$229K 3.17% 8
2024
Q2 		$4.58M Sell
21,761
-1,425
-6% -$266K 2.58% 7
2024
Q1 		$3.98M Buy
23,186
+802
+4% +$146K 2.09% 10
2023
Q4 		$4.31M Buy
22,384
+6
+0% +$1.11K 2.58% 8
2023
Q3 		$3.83M Sell
22,378
-653
-3% -$120K 2.6% 7
2023
Q2 		$4.47M Buy
23,031
+738
+3% +$129K 3.12% 7
2023
Q1 		$3.68M Buy
22,293
+836
+4% +$123K 2.91% 6
2022
Q4 		$2.79M Sell
21,457
-23
-0.1% -$3.29K 2.48% 10
2022
Q3 		$2.97M Buy
21,480
+48
+0.2% +$7.53K 2.75% 8
2022
Q2 		$2.93M Buy
21,432
+4,806
+29% +$728K 2.63% 9
2022
Q1 		$2.9M Sell
16,626
-1,243
-7% -$209K 2.57% 9
2021
Q4 		$3.17M Sell
17,869
-2,130
-11% -$337K 2.77% 8
2021
Q3 		$2.83M Hold
19,999
– – 2.64% 8
2021
Q2 		$2.74M Buy
19,999
+608
+3% +$78.8K 2.64% 8
2021
Q1 		$2.37M Buy
19,391
+848
+5% +$109K 2.51% 9
2020
Q4 		$2.46M Buy
+18,543
New +$2.23M 2.41% 6

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Birchcreek Wealth Management's AAPL Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Apple (AAPL) stake by 0.69% in Q1 2026, selling an estimated $33.3K and leaving 18,337 shares worth $4.65M. The position accounts for 2.24% of the portfolio, ranked #10.

Birchcreek Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.13M in Q4 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Birchcreek Wealth Management held 18,337 shares of Apple worth $4.65M as of Q1 2026.
  • Birchcreek Wealth Management sold 128 Apple shares in Q1 2026, an estimated $33.3K.
  • Apple made up 2.24% of Birchcreek Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Birchcreek Wealth Management first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Apple position peaked at $5.13M in Q4 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.