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IronBridge Private Wealth’s Apple AAPL Stock Holding History

IronBridge Private Wealth’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
Q2 		$882K Buy
3,047
+1
+0% +$286 0.29% 37
2026
Q1 		$773K Sell
3,046
-509
-14% -$132K 0.25% 36
2025
Q4 		$966K Hold
3,555
– – 0.31% 32
2025
Q3 		$905K Sell
3,555
-12,106
-77% -$2.73M 0.29% 33
2025
Q2 		$3.21M Sell
15,661
-11,928
-43% -$2.41M 1.12% 22
2025
Q1 		$6.13M Buy
27,589
+1,017
+4% +$236K 2.41% 12
2024
Q4 		$6.65M Buy
26,572
+2,177
+9% +$513K 2.44% 11
2024
Q3 		$5.68M Sell
24,395
-988
-4% -$221K 2.12% 15
2024
Q2 		$5.35M Buy
25,383
+54
+0.2% +$10.1K 2% 17
2024
Q1 		$4.34M Buy
25,329
+1,594
+7% +$290K 1.8% 19
2023
Q4 		$4.57M Buy
23,735
+1,995
+9% +$368K 2.23% 18
2023
Q3 		$3.72M Buy
21,740
+17,114
+370% +$3.14M 2.02% 17
2023
Q2 		$897K Buy
4,626
+1
+0% +$174 0.5% 29
2023
Q1 		$763K Buy
4,625
+455
+11% +$67.1K 0.49% 25
2022
Q4 		$542K Buy
4,170
+469
+13% +$67K 0.45% 19
2022
Q3 		$511K Sell
3,701
-520
-12% -$81.6K 0.44% 14
2022
Q2 		$577K Sell
4,221
-1,672
-28% -$253K 0.43% 22
2022
Q1 		$1.03M Buy
5,893
+54
+0.9% +$9.08K 0.63% 26
2021
Q4 		$1.04M Buy
5,839
+1,021
+21% +$161K 0.54% 28
2021
Q3 		$682K Buy
4,818
+2
+0% +$294 0.37% 29
2021
Q2 		$660K Buy
4,816
+1
+0% +$130 0.39% 29
2021
Q1 		$588K Buy
4,815
+42
+0.9% +$5.39K 0.37% 30
2020
Q4 		$633K Buy
+4,773
New +$574K 0.47% 27

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IronBridge Private Wealth's AAPL Position: Q2 2026 in Review

IronBridge Private Wealth increased its Apple (AAPL) stake by 0.03% in Q2 2026, buying an estimated $286 and bringing the position to 3,047 shares worth $882K. The position accounts for 0.29% of the portfolio, ranked #37.

IronBridge Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.65M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • IronBridge Private Wealth held 3,047 shares of Apple worth $882K as of Q2 2026.
  • IronBridge Private Wealth bought 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 0.29% of IronBridge Private Wealth's portfolio in Q2 2026, its #37 holding.
  • IronBridge Private Wealth first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • IronBridge Private Wealth's Apple position peaked at $6.65M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.