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Lionsbridge Wealth Management’s Apple AAPL Stock Holding History

Lionsbridge Wealth Management’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 		$1.74M Sell
6,868
-173
-2% -$45K 1.75% 21
2025
Q4 		$1.91M Sell
7,041
-88
-1% -$23.6K 1.94% 18
2025
Q3 		$1.82M Buy
7,129
+27
+0.4% +$6.1K 1.79% 21
2025
Q2 		$1.46M Sell
7,102
-10,208
-59% -$2.06M 1.45% 32
2025
Q1 		$4.12M Buy
17,310
+7,542
+77% +$1.75M 3.66% 8
2024
Q4 		$2.45M Sell
9,768
-5,471
-36% -$1.29M 2.05% 17
2024
Q3 		$3.55M Sell
15,239
-230
-1% -$51.4K 2.81% 11
2024
Q2 		$3.26M Buy
15,469
+19
+0.1% +$3.54K 2.61% 12
2024
Q1 		$2.65M Sell
15,450
-18
-0.1% -$3.27K 2.05% 18
2023
Q4 		$2.98M Buy
15,468
+918
+6% +$170K 2.38% 20
2023
Q3 		$2.49M Sell
14,550
-1
-0% -$183 2.36% 15
2023
Q2 		$2.82M Sell
14,551
-263
-2% -$45.8K 2.52% 16
2023
Q1 		$2.44M Sell
14,814
-175
-1% -$25.8K 2.26% 12
2022
Q4 		$1.95M Buy
14,989
+297
+2% +$42.4K 1.9% 17
2022
Q3 		$2.03M Sell
14,692
-188
-1% -$29.5K 2.91% 9
2022
Q2 		$2.03M Sell
14,880
-199
-1% -$30.1K 2.35% 11
2022
Q1 		$2.63M Sell
15,079
-385
-2% -$64.7K 3.05% 6
2021
Q4 		$2.75M Sell
15,464
-2,274
-13% -$359K 2.95% 6
2021
Q3 		$2.51M Sell
17,738
-1,475
-8% -$217K 2.71% 9
2021
Q2 		$2.63M Sell
19,213
-7,616
-28% -$987K 2.81% 9
2021
Q1 		$3.28M Buy
26,829
+262
+1% +$33.6K 3.19% 8
2020
Q4 		$3.52M Sell
26,567
-80
-0.3% -$9.62K 3.81% 7
2020
Q3 		$3.09M Sell
26,647
-1,493
-5% -$163K 3.71% 7
2020
Q2 		$2.57M Sell
28,140
-1,044
-4% -$80.9K 2.89% 11
2020
Q1 		$1.85M Sell
29,184
-2,408
-8% -$177K 2.22% 8
2019
Q4 		$2.35M Buy
+31,592
New +$2.03M 2.19% 15

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

Lionsbridge Wealth Management's AAPL Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $45K and leaving 6,868 shares worth $1.74M. The position accounts for 1.75% of the portfolio, ranked #21.

Lionsbridge Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.12M in Q1 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Lionsbridge Wealth Management held 6,868 shares of Apple worth $1.74M as of Q1 2026.
  • Lionsbridge Wealth Management sold 173 Apple shares in Q1 2026, an estimated $45K.
  • Apple made up 1.75% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Lionsbridge Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Lionsbridge Wealth Management's Apple position peaked at $4.12M in Q1 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.