Baker Tilly Wealth Management Increases Apple Holdings

Firm now owns $7.69 million in Apple stock after 9% increase in Q4

Mar. 29, 2026 at 7:21am

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Baker Tilly Wealth Management LLC, a financial advisory firm, increased its holdings in Apple Inc. (NASDAQ:AAPL) by 9% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 28,275 shares of the iPhone maker's stock, valued at approximately $7.69 million.

Why it matters

This filing provides insight into the investment strategies of Baker Tilly Wealth Management, a prominent financial advisory firm. The increase in Apple holdings suggests the firm's confidence in the tech giant's long-term prospects, even as Apple faces increased competition in the smartphone market.

The details

According to the SEC filing, Baker Tilly Wealth Management added 2,337 shares of Apple stock during the fourth quarter, bringing its total holdings to 28,275 shares. Apple now accounts for approximately 1.9% of the firm's total portfolio, making it the 10th largest holding.

  • The filing covers the fourth quarter of 2025, which ended on December 31, 2025.

The players

Baker Tilly Wealth Management LLC

A financial advisory firm that manages investments for clients.

Apple Inc.

A multinational technology company that designs, develops, and sells consumer electronics, software, and services.

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The takeaway

This filing highlights the continued confidence of institutional investors in Apple's long-term growth potential, despite the company facing increased competition in the smartphone market. The increase in Baker Tilly Wealth Management's Apple holdings suggests the firm believes the tech giant's diversification into services and other product categories will drive future returns.