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BIRCH FINANCIAL GROUP, LLC → AAPL
BIRCH FINANCIAL GROUP, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
9
Latest value
$26K
Q3 2026
Peak value
$8.9M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $5.6M |
| Q1 2025 | $5.3M |
| Q2 2025 | $5.2M |
| Q3 2025 | $7.1M |
| Q4 2025 | $7M |
| Q1 2026 | $6.5M |
| Q2 2026 | $7.4M |
| Q3 2026 | $8.9M |
| Q3 2026 | $26K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26K | 321 | — | — |
| Q3 2026 | $8.9M | 26.8K | — | — |
| Q2 2026 | $7.4M | 25.6K | — | — |
| Q1 2026 | $6.5M | 25.7K | — | — |
| Q4 2025 | $7M | 25.7K | — | — |
| Q3 2025 | $7.1M | 28.1K | — | — |
| Q2 2025 | $5.2M | 25.3K | — | — |
| Q1 2025 | $5.3M | 24.1K | — | — |
| Q4 2024 | $5.6M | 22.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B