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Vishria Bird Financial Group’s Apple AAPL Stock Holding History

Vishria Bird 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
Q3 		$24.7M Sell
96,839
-1,101
-1% -$249K 4.84% 4
2025
Q2 		$20.1M Sell
97,940
-7,436
-7% -$1.5M 6.68% 3
2025
Q1 		$23.4M Buy
105,376
+300
+0.3% +$69.5K 7.95% 2
2024
Q4 		$26.3M Sell
105,076
-673
-0.6% -$159K 9.22% 2
2024
Q3 		$24.6M Sell
105,749
-1,549
-1% -$346K 9.34% 2
2024
Q2 		$22.6M Sell
107,298
-138
-0.1% -$25.7K 9.49% 2
2024
Q1 		$18.4M Buy
107,436
+2,182
+2% +$397K 7.89% 2
2023
Q4 		$20.3M Sell
105,254
-3,214
-3% -$593K 9.58% 2
2023
Q3 		$18.6M Sell
108,468
-584
-0.5% -$107K 10.52% 2
2023
Q2 		$21.2M Sell
109,052
-327
-0.3% -$57K 12.57% 1
2023
Q1 		$18M Sell
109,379
-1,046
-0.9% -$154K 11.54% 1
2022
Q4 		$14.3M Buy
110,425
+5,469
+5% +$782K 10% 1
2022
Q3 		$14.5M Sell
104,956
-430
-0.4% -$67.5K 9.77% 1
2022
Q2 		$14.4M Sell
105,386
-1,183
-1% -$179K 9.59% 1
2022
Q1 		$18.6M Buy
106,569
+731
+0.7% +$123K 10.28% 1
2021
Q4 		$18.8M Buy
105,838
+1,558
+1% +$246K 8.75% 1
2021
Q3 		$14.8M Sell
104,280
-2,767
-3% -$407K 7.74% 2
2021
Q2 		$14.7M Buy
107,047
+582
+0.5% +$75.4K 7.22% 2
2021
Q1 		$13M Buy
106,465
+462
+0.4% +$59.3K 7.18% 3
2020
Q4 		$14.1M Sell
106,003
-1,329
-1% -$160K 8.01% 2
2020
Q3 		$12.4M Sell
107,332
-24,032
-18% -$2.62M 7.82% 3
2020
Q2 		$12M Sell
131,364
-324
-0.2% -$25.1K 9.37% 2
2020
Q1 		$8.37M Buy
131,688
+1,652
+1% +$121K 8.77% 1
2019
Q4 		$9.55M Buy
+130,036
New +$8.37M 9.26% 1
2019
Q3 		– Sell
-149,472
Closed -$7.4M – 49
2019
Q2 		$7.4M Buy
149,472
+7,228
+5% +$352K 7.38% 3
2019
Q1 		$6.75M Sell
142,244
-2,672
-2% -$113K 6.83% 3
2018
Q4 		$5.71M Buy
144,916
+1,400
+1% +$67.9K 6.32% 5
2018
Q3 		$8.1M Sell
143,516
-1,504
-1% -$78.3K 6.95% 6
2018
Q2 		$6.71M Buy
+145,020
New +$6.58M 6.22% 7

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vishria Bird Financial Group's AAPL Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Apple (AAPL) stake by 1.1% in Q3 2025, selling an estimated $249K and leaving 96,839 shares worth $24.7M. The position accounts for 4.84% of the portfolio, ranked #4.

Vishria Bird Financial Group first reported a position in AAPL in Q2 2018 and has held it in 29 quarters since. The position peaked at $26.3M in Q4 2024. 5,596 funds tracked by Wall St. Rank hold AAPL as of Q3 2025.

  • Vishria Bird Financial Group held 96,839 shares of Apple worth $24.7M as of Q3 2025.
  • Vishria Bird Financial Group sold 1,101 Apple shares in Q3 2025, an estimated $249K.
  • Apple made up 4.84% of Vishria Bird Financial Group's portfolio in Q3 2025, its #4 holding.
  • Vishria Bird Financial Group first reported a position in Apple in Q2 2018 and has held it in 29 quarters since.
  • Vishria Bird Financial Group's Apple position peaked at $26.3M in Q4 2024.
  • 5,596 funds tracked by Wall St. Rank held Apple as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.