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Bridge Advisory’s Apple AAPL Stock Holding History

Bridge Advisory’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
2024
Q3 		$8.11M Buy
34,797
+384
+1% +$85.8K 3.86% 7
2024
Q2 		$7.25M Buy
34,413
+851
+3% +$159K 3.57% 8
2024
Q1 		$5.76M Sell
33,562
-1,802
-5% -$328K 2.86% 7
2023
Q4 		$6.81M Sell
35,364
-15,061
-30% -$2.78M 3.41% 7
2023
Q3 		$8.63M Buy
50,425
+1,821
+4% +$334K 3.03% 6
2023
Q2 		$9.43M Buy
48,604
+5,759
+13% +$1M 3.46% 7
2023
Q1 		$7.07M Buy
42,845
+978
+2% +$144K 2.73% 10
2022
Q4 		$5.44M Sell
41,867
-88
-0.2% -$12.6K 2.27% 11
2022
Q3 		$5.8M Sell
41,955
-538
-1% -$84.4K 2.83% 9
2022
Q2 		$6.2M Buy
42,493
+510
+1% +$77.2K 2.99% 9
2022
Q1 		$7.33M Sell
41,983
-1,203
-3% -$202K 3.2% 10
2021
Q4 		$7.67M Buy
43,186
+2,507
+6% +$396K 3.47% 9
2021
Q3 		$5.76M Sell
40,679
-253
-0.6% -$37.2K 2.84% 9
2021
Q2 		$5.61M Buy
40,932
+4,198
+11% +$544K 2.86% 9
2021
Q1 		$4.49M Sell
36,734
-2,139
-6% -$275K 2.78% 10
2020
Q4 		$5.16M Buy
+38,873
New +$4.68M 2.43% 11

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridge Advisory's AAPL Position: Q3 2024 in Review

Bridge Advisory increased its Apple (AAPL) stake by 1.1% in Q3 2024, buying an estimated $85.8K and bringing the position to 34,797 shares worth $8.11M. The position accounts for 3.86% of the portfolio, ranked #7.

Bridge Advisory first reported a position in AAPL in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.43M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

  • Bridge Advisory held 34,797 shares of Apple worth $8.11M as of Q3 2024.
  • Bridge Advisory bought 384 Apple shares in Q3 2024, an estimated $85.8K.
  • Apple made up 3.86% of Bridge Advisory's portfolio in Q3 2024, its #7 holding.
  • Bridge Advisory first reported a position in Apple in Q4 2020 and has held it in 16 quarters since.
  • Bridge Advisory's Apple position peaked at $9.43M in Q2 2023.
  • 5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.