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Bright Financial Advisors’s Apple AAPL Stock Holding History

Bright Financial Advisors’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 		$5.12M Buy
20,189
+994
+5% +$259K 2.35% 12
2025
Q4 		$5.22M Buy
19,195
+187
+1% +$50.2K 2.46% 13
2025
Q3 		$4.84M Sell
19,008
-99
-0.5% -$22.4K 2.37% 13
2025
Q2 		$3.92M Buy
19,107
+82
+0.4% +$16.6K 2.18% 14
2025
Q1 		$4.23M Sell
19,025
-135
-0.7% -$31.3K 2.6% 10
2024
Q4 		$4.8M Buy
19,160
+2,393
+14% +$564K 3.02% 9
2024
Q3 		$3.91M Buy
16,767
+163
+1% +$36.4K 2.49% 10
2024
Q2 		$3.5M Buy
16,604
+63
+0.4% +$11.7K 2.47% 10
2024
Q1 		$2.84M Buy
+16,541
New +$3.01M 2.12% 10

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

Bright Financial Advisors's AAPL Position: Q1 2026 in Review

Bright Financial Advisors increased its Apple (AAPL) stake by 5.2% in Q1 2026, buying an estimated $259K and bringing the position to 20,189 shares worth $5.12M. The position accounts for 2.35% of the portfolio, ranked #12.

Bright Financial Advisors first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.22M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bright Financial Advisors held 20,189 shares of Apple worth $5.12M as of Q1 2026.
  • Bright Financial Advisors bought 994 Apple shares in Q1 2026, an estimated $259K.
  • Apple made up 2.35% of Bright Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Bright Financial Advisors first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Apple position peaked at $5.22M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.