Coastal Bridge Advisors’s Apple AAPL Stock Holding History

Coastal Bridge 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
2023 Q4	–	Sell	-16,000	Closed	-$39.5K	–	176
2023 Q3	$39.5K	Buy	+16,000	New	+$2.93M	0.01%	162

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coastal Bridge Advisors's AAPL Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $1.12M and leaving 220,427 shares worth $63.8M. The position accounts for 3.94% of the portfolio, ranked #2.

Coastal Bridge Advisors first reported a position in AAPL in Q4 2015 and has held it in 43 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Coastal Bridge Advisors held 220,427 shares of Apple worth $63.8M as of Q2 2026.
Coastal Bridge Advisors sold 3,926 Apple shares in Q2 2026, an estimated $1.12M.
Apple made up 3.94% of Coastal Bridge Advisors's portfolio in Q2 2026, its #2 holding.
Coastal Bridge Advisors first reported a position in Apple in Q4 2015 and has held it in 43 quarters since.
6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.