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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
2021
Q4 		– Sell
-68,500
Closed -$9.69M – 285
2021
Q3 		$9.69M Buy
68,500
+40,000
+140% +$5.89M 5.21% 3
2021
Q2 		$3.9M Buy
28,500
+23,500
+470% +$3.04M 2.3% 22
2021
Q1 		$611K Buy
5,000
+3,500
+233% +$449K 0.39% 29
2020
Q4 		$199K Buy
+1,500
New +$180K 0.15% 32

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

IronBridge Private Wealth's AAPL Position: Q1 2026 in Review

IronBridge Private Wealth reduced its Apple (AAPL) stake by 14% in Q1 2026, selling an estimated $132K and leaving 3,046 shares worth $773K. The position accounts for 0.25% of the portfolio, ranked #36.

IronBridge Private Wealth first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.65M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • IronBridge Private Wealth held 3,046 shares of Apple worth $773K as of Q1 2026.
  • IronBridge Private Wealth sold 509 Apple shares in Q1 2026, an estimated $132K.
  • Apple made up 0.25% of IronBridge Private Wealth's portfolio in Q1 2026, its #36 holding.
  • IronBridge Private Wealth first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • IronBridge Private Wealth's Apple position peaked at $6.65M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.