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Byrne Financial Freedom’s Apple AAPL Stock Holding History

Byrne Financial Freedom’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 		$6.58M Sell
25,922
-1,577
-6% -$410K 3.15% 11
2025
Q4 		$7.48M Sell
27,499
-72
-0.3% -$19.3K 3.43% 8
2025
Q3 		$7.02M Sell
27,571
-8,550
-24% -$1.93M 3.49% 8
2025
Q2 		$7.41M Buy
36,121
+395
+1% +$79.8K 3.7% 7
2025
Q1 		$7.94M Sell
35,726
-822
-2% -$190K 4.51% 3
2024
Q4 		$9.15M Buy
+36,548
New +$8.61M 4.07% 5

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

Byrne Financial Freedom's AAPL Position: Q1 2026 in Review

Byrne Financial Freedom reduced its Apple (AAPL) stake by 5.7% in Q1 2026, selling an estimated $410K and leaving 25,922 shares worth $6.58M. The position accounts for 3.15% of the portfolio, ranked #11.

Byrne Financial Freedom first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.15M in Q4 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Byrne Financial Freedom held 25,922 shares of Apple worth $6.58M as of Q1 2026.
  • Byrne Financial Freedom sold 1,577 Apple shares in Q1 2026, an estimated $410K.
  • Apple made up 3.15% of Byrne Financial Freedom's portfolio in Q1 2026, its #11 holding.
  • Byrne Financial Freedom first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Byrne Financial Freedom's Apple position peaked at $9.15M in Q4 2024.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.