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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
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 $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

Bridgewealth Advisory Group's AAPL Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Apple (AAPL) stake by 2.3% in Q1 2026, buying an estimated $140K and bringing the position to 24,348 shares worth $6.18M. The position accounts for 1.28% of the portfolio, ranked #22.

Bridgewealth Advisory Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.47M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bridgewealth Advisory Group held 24,348 shares of Apple worth $6.18M as of Q1 2026.
  • Bridgewealth Advisory Group bought 538 Apple shares in Q1 2026, an estimated $140K.
  • Apple made up 1.28% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Bridgewealth Advisory Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Bridgewealth Advisory Group's Apple position peaked at $6.47M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.