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Greenberg Financial Group’s Apple AAPL Stock Holding History

Greenberg Financial Group’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
2025
Q2 		$537K Buy
+1,800
New +$364K 0.2% 66

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenberg Financial Group's AAPL Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Apple (AAPL) in Q4 2025: 38,135 shares worth $10.4M. The stake represents 4.27% of the portfolio and ranks #5 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in AAPL as recently as Q2 2025.

Greenberg Financial Group first reported a position in AAPL in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q2 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Greenberg Financial Group held 38,135 shares of Apple worth $10.4M as of Q4 2025.
  • Apple was a new Greenberg Financial Group position in Q4 2025.
  • Apple made up 4.27% of Greenberg Financial Group's portfolio in Q4 2025, its #5 holding.
  • Greenberg Financial Group first reported a position in Apple in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Apple position peaked at $11.1M in Q2 2025.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.