Broyhill Asset Management
AAPL icon

Broyhill Asset Management’s Apple AAPL Stock Holding History

Broyhill Asset 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
Q3 		$1.95M Sell
5,865
-80
-1% -$25.7K 2.29% 16
2026
Q2 		$1.72M Hold
5,945
– – 1.53% 17
2026
Q1 		$1.51M Sell
5,945
-80
-1% -$20.8K 1.39% 23
2025
Q4 		$1.64M Sell
6,025
-300
-5% -$80.5K 1.44% 22
2025
Q3 		$1.61M Hold
6,325
– – 1.41% 26
2025
Q2 		$1.3M Hold
6,325
– – 1.18% 28
2025
Q1 		$1.4M Sell
6,325
-148
-2% -$34.3K 1.14% 27
2024
Q4 		$1.62M Buy
+6,473
New +$1.53M 1.43% 24

Other funds holding AAPL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Broyhill Asset Management's AAPL Position: Q3 2026 in Review

Broyhill Asset Management reduced its Apple (AAPL) stake by 1.3% in Q3 2026, selling an estimated $25.7K and leaving 5,865 shares worth $1.95M. The position accounts for 2.29% of the portfolio, ranked #16.

Broyhill Asset Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 4,567 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Broyhill Asset Management held 5,865 shares of Apple worth $1.95M as of Q3 2026.
  • Broyhill Asset Management sold 80 Apple shares in Q3 2026, an estimated $25.7K.
  • Apple made up 2.29% of Broyhill Asset Management's portfolio in Q3 2026, its #16 holding.
  • Broyhill Asset Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 4,567 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.