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Bridgewealth Advisory Group’s Apple AAPL Stock Holding History

Bridgewealth Advisory Group’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
Q2 		$7.1M Buy
24,520
+172
+0.7% +$49.2K 1.34% 22
2026
Q1 		$6.18M Buy
24,348
+538
+2% +$140K 1.28% 22
2025
Q4 		$6.47M Buy
23,810
+554
+2% +$149K 1.43% 23
2025
Q3 		$5.92M Sell
23,256
-1,265
-5% -$286K 1.37% 23
2025
Q2 		$5.03M Buy
24,521
+19,316
+371% +$3.9M 1.28% 25
2025
Q1 		$1.16M Sell
5,205
-20,428
-80% -$4.73M 1.52% 22
2024
Q4 		$6.19M Buy
25,633
+5,253
+26% +$1.24M 1.75% 21
2024
Q3 		$4.75M Buy
20,380
+1,673
+9% +$374K 1.73% 22
2024
Q2 		$3.94M Sell
18,707
-4
-0% -$746 1.75% 23
2024
Q1 		$3.21M Sell
18,711
-1,913
-9% -$348K 1.57% 22
2023
Q4 		$3.97M Buy
20,624
+270
+1% +$49.9K 3.04% 9
2023
Q3 		$3.48M Buy
20,354
+64
+0.3% +$11.7K 4.28% 6
2023
Q2 		$3.94M Buy
20,290
+26
+0.1% +$4.53K 6.4% 5
2023
Q1 		$3.34M Buy
20,264
+1,436
+8% +$212K 6.16% 5
2022
Q4 		$2.45M Buy
+18,828
New +$2.69M 4.8% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bridgewealth Advisory Group's AAPL Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Apple (AAPL) stake by 0.71% in Q2 2026, buying an estimated $49.2K and bringing the position to 24,520 shares worth $7.1M. The position accounts for 1.34% of the portfolio, ranked #22.

Bridgewealth Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bridgewealth Advisory Group held 24,520 shares of Apple worth $7.1M as of Q2 2026.
  • Bridgewealth Advisory Group bought 172 Apple shares in Q2 2026, an estimated $49.2K.
  • Apple made up 1.34% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Bridgewealth Advisory Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.