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Brightwater Advisory’s Apple AAPL Stock Holding History

Brightwater Advisory’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 		$2.2M Sell
8,678
-288
-3% -$75K 1.46% 24
2025
Q4 		$2.44M Sell
8,966
-987
-10% -$265K 1.65% 22
2025
Q3 		$2.53M Buy
9,953
+610
+7% +$138K 1.74% 23
2025
Q2 		$1.92M Sell
9,343
-212
-2% -$42.8K 1.38% 24
2025
Q1 		$2.12M Sell
9,555
-644
-6% -$149K 1.68% 22
2024
Q4 		$2.55M Sell
10,199
-611
-6% -$144K 2% 19
2024
Q3 		$2.52M Sell
10,810
-393
-4% -$87.8K 1.85% 19
2024
Q2 		$2.36M Buy
11,203
+725
+7% +$135K 1.82% 20
2024
Q1 		$1.8M Buy
10,478
+775
+8% +$141K 1.44% 24
2023
Q4 		$1.87M Buy
+9,703
New +$1.79M 1.58% 22

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

Brightwater Advisory's AAPL Position: Q1 2026 in Review

Brightwater Advisory reduced its Apple (AAPL) stake by 3.2% in Q1 2026, selling an estimated $75K and leaving 8,678 shares worth $2.2M. The position accounts for 1.46% of the portfolio, ranked #24.

Brightwater Advisory first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q4 2024. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Brightwater Advisory held 8,678 shares of Apple worth $2.2M as of Q1 2026.
  • Brightwater Advisory sold 288 Apple shares in Q1 2026, an estimated $75K.
  • Apple made up 1.46% of Brightwater Advisory's portfolio in Q1 2026, its #24 holding.
  • Brightwater Advisory first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's Apple position peaked at $2.55M in Q4 2024.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.