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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
Q2 		$6.97M Buy
24,073
+5,736
+31% +$1.64M 2.71% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchcreek Wealth Management's AAPL Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Apple (AAPL) stake by 31% in Q2 2026, buying an estimated $1.64M and bringing the position to 24,073 shares worth $6.97M. The position accounts for 2.71% of the portfolio, ranked #8.

Birchcreek Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Birchcreek Wealth Management held 24,073 shares of Apple worth $6.97M as of Q2 2026.
  • Birchcreek Wealth Management bought 5,736 Apple shares in Q2 2026, an estimated $1.64M.
  • Apple made up 2.71% of Birchcreek Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Birchcreek Wealth Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.