SEC 13F Intelligence

Birch Financial Group, LLC / AAPL

Birch Financial Group, LLC’s Apple Inc Position

Does Birch Financial Group, LLC own Apple Inc (AAPL)? Yes25.7K shares worth $7M (+3.80% of its 13F portfolio) as of Q1 2026, down from 25.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
25.7K
% of Portfolio
+3.80%
Quarters Held
3
currently held

Position History AAPL

Reported value by quarter
Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.7K$7M+3.80%
Q4 202525.7K$7M+3.98%
Q3 202522.4K$6M+6.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Financial Group, LLC’s full portfolio or all institutional holders of AAPL.