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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 $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. 6,136 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.
  • 6,136 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.