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Bridge Generations Wealth Management’s Apple AAPL Stock Holding History

Bridge Generations 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 		– Sell
-18
Closed -$4.89K – 33
2025
Q4 		$4.89K Hold
18
– – ﹤0.01% 58
2025
Q3 		$4.58K Hold
18
– – ﹤0.01% 62
2025
Q2 		$3.69K Hold
18
– – ﹤0.01% 56
2025
Q1 		$4K Buy
+18
New +$4.17K ﹤0.01% 77

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

Bridge Generations Wealth Management's AAPL Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Apple (AAPL) in Q1 2026, closing a stake of 18 shares — an estimated $4.89K sold.

Bridge Generations Wealth Management first reported a position in AAPL in Q1 2025 and held it in 4 quarters. The position peaked at $4.89K in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Apple position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 18 Apple shares in Q1 2026, an estimated $4.89K.
  • Bridge Generations Wealth Management first reported a position in Apple in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's Apple position peaked at $4.89K in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.