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Apple shares owned by Birch Financial Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.0M 26k 271.86
2025-09-30 $7.1M 28k 254.63
2025-06-30 $5.2M 25k 205.17
2025-03-31 $5.3M 24k 222.13
2024-12-31 $5.6M 22k 250.42