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Bradley & Co Private Wealth Management’s Apple AAPL Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Buy
58,531
+3,157
+6% +$822K 7.83% 2
2025
Q4 		$15.1M Sell
55,374
-1,190
-2% -$319K 7.97% 2
2025
Q3 		$14.4M Buy
56,564
+154
+0.3% +$34.8K 7.97% 1
2025
Q2 		$11.6M Sell
56,410
-333
-0.6% -$67.2K 7.09% 5
2025
Q1 		$12.6M Sell
56,743
-3,521
-6% -$816K 8.61% 2
2024
Q4 		$15.1M Buy
+60,264
New +$14.2M 9.42% 1
2024
Q2 		$12.9M Sell
61,405
-1,951
-3% -$364K 9.56% 1
2024
Q1 		$10.9M Buy
63,356
+3,391
+6% +$617K 8.79% 1
2023
Q4 		$11.5M Sell
59,965
-2,714
-4% -$501K 10.68% 1
2023
Q3 		$10.7M Sell
62,679
-818
-1% -$150K 11.2% 1
2023
Q2 		$12.3M Sell
63,497
-4,880
-7% -$850K 12.2% 1
2023
Q1 		$11.3M Sell
68,377
-1,368
-2% -$202K 12.35% 1
2022
Q4 		$9.06M Buy
69,745
+91
+0.1% +$13K 11.03% 1
2022
Q3 		$9.63M Buy
69,654
+3,365
+5% +$528K 11.48% 1
2022
Q2 		$9.06M Sell
66,289
-1,993
-3% -$302K 9.99% 1
2022
Q1 		$11.9M Sell
68,282
-3,388
-5% -$570K 10.25% 1
2021
Q4 		$12.7M Sell
71,670
-432
-0.6% -$68.3K 10.2% 1
2021
Q3 		$10.2M Sell
72,102
-149
-0.2% -$21.9K 8.8% 1
2021
Q2 		$9.9M Sell
72,251
-751
-1% -$97.3K 8.63% 1
2021
Q1 		$8.92M Buy
+73,002
New +$9.37M 8.23% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bradley & Co Private Wealth Management's AAPL Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its Apple (AAPL) stake by 5.7% in Q1 2026, buying an estimated $822K and bringing the position to 58,531 shares worth $14.9M. The position accounts for 7.83% of the portfolio, ranked #2.

Bradley & Co Private Wealth Management first reported a position in AAPL in Q1 2021 and has held it in 20 quarters since. The position peaked at $15.1M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bradley & Co Private Wealth Management held 58,531 shares of Apple worth $14.9M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 3,157 Apple shares in Q1 2026, an estimated $822K.
  • Apple made up 7.83% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Bradley & Co Private Wealth Management first reported a position in Apple in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Apple position peaked at $15.1M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.