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Birchwood Financial Partners, Inc. → AAPL
Birchwood Financial Partners, Inc. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$8K
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5M |
| Q1 2026 | $4.5M |
| Q2 2026 | $5M |
| Q3 2026 | $5.7M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 99 | — | — |
| Q3 2026 | $5.7M | 17.1K | — | — |
| Q2 2026 | $5M | 17.2K | — | — |
| Q1 2026 | $4.5M | 17.9K | — | — |
| Q4 2025 | $5M | 18.4K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
$6.2MVANGUARD S&P 500 ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND