Brightwater Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Other funds holding AAPL
Brightwater Advisory's AAPL Position: Q2 2026 in Review
Brightwater Advisory reduced its Apple (AAPL) stake by 1.8% in Q2 2026, selling an estimated $44K and leaving 8,524 shares worth $2.47M. The position accounts for 1.56% of the portfolio, ranked #22.
Brightwater Advisory first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2024. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Brightwater Advisory held 8,524 shares of Apple worth $2.47M as of Q2 2026.
- Brightwater Advisory sold 154 Apple shares in Q2 2026, an estimated $44K.
- Apple made up 1.56% of Brightwater Advisory's portfolio in Q2 2026, its #22 holding.
- Brightwater Advisory first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
- Brightwater Advisory's Apple position peaked at $2.55M in Q4 2024.
- 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.