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BridgePort Financial Solutions’s Apple AAPL Stock Holding History

BridgePort Financial Solutions’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 		$11.5M Sell
45,348
-239
-0.5% -$62.2K 3.26% 5
2025
Q4 		$12.4M Buy
45,587
+1,021
+2% +$274K 3.33% 5
2025
Q3 		$11.3M Buy
44,566
+7,004
+19% +$1.58M 3.05% 6
2025
Q2 		$7.71M Buy
37,562
+6,401
+21% +$1.29M 2.56% 8
2025
Q1 		$6.92M Buy
31,161
+266
+0.9% +$61.6K 3.12% 6
2024
Q4 		$7.33M Buy
+30,895
New +$7.28M 3.32% 6

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

BridgePort Financial Solutions's AAPL Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Apple (AAPL) stake by 0.52% in Q1 2026, selling an estimated $62.2K and leaving 45,348 shares worth $11.5M. The position accounts for 3.26% of the portfolio, ranked #5.

BridgePort Financial Solutions first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.4M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BridgePort Financial Solutions held 45,348 shares of Apple worth $11.5M as of Q1 2026.
  • BridgePort Financial Solutions sold 239 Apple shares in Q1 2026, an estimated $62.2K.
  • Apple made up 3.26% of BridgePort Financial Solutions's portfolio in Q1 2026, its #5 holding.
  • BridgePort Financial Solutions first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Apple position peaked at $12.4M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.