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Newbridge Financial Services Group’s Apple AAPL Stock Holding History

Newbridge Financial Services Group’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 		$26.7M Buy
92,138
+2,661
+3% +$761K 3.3% 4
2026
Q1 		$22.7M Sell
89,477
-4,531
-5% -$1.18M 3.73% 2
2025
Q4 		$25.6M Buy
94,008
+10,397
+12% +$2.79M 3.97% 2
2025
Q3 		$21.3M Buy
83,611
+4,275
+5% +$966K 3.18% 2
2025
Q2 		$16.3M Sell
79,336
-2,230
-3% -$450K 2.64% 5
2025
Q1 		$18.1M Buy
81,566
+470
+0.6% +$109K 4.4% 2
2024
Q4 		$20.3M Buy
+81,096
New +$19.1M 5.21% 2
2024
Q3 		– Sell
-59,271
Closed -$12.5M – 661
2024
Q2 		$12.5M Sell
59,271
-2,947
-5% -$550K 4.65% 2
2024
Q1 		$10.7M Sell
62,218
-24,391
-28% -$4.44M 4.66% 3
2023
Q4 		$16.7M Sell
86,609
-5,495
-6% -$1.01M 8.15% 2
2023
Q3 		$15.8M Buy
92,104
+501
+0.5% +$91.9K 7.93% 1
2023
Q2 		$17.8M Buy
91,603
+501
+0.5% +$87.3K 8.69% 1
2023
Q1 		$15M Sell
91,102
-12,274
-12% -$1.81M 7.98% 1
2022
Q4 		$13.4M Buy
103,376
+84
+0.1% +$12K 7.75% 1
2022
Q3 		$14.3M Buy
103,292
+3,390
+3% +$532K 8.39% 1
2022
Q2 		$13.7M Buy
99,902
+1,842
+2% +$279K 8.48% 1
2022
Q1 		$17.1M Sell
98,060
-2,578
-3% -$434K 8.42% 1
2021
Q4 		$17.9M Buy
100,638
+28,128
+39% +$4.45M 8.44% 1
2021
Q3 		$10.3M Buy
72,510
+10,370
+17% +$1.53M 6.41% 1
2021
Q2 		$8.51M Sell
62,140
-589
-0.9% -$76.3K 5.21% 1
2021
Q1 		$7.66M Buy
62,729
+2,040
+3% +$262K 5.64% 1
2020
Q4 		$8.05M Sell
60,689
-682
-1% -$82K 6.63% 1
2020
Q3 		$7.11M Buy
+61,371
New +$6.7M 7% 1

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

Newbridge Financial Services Group's AAPL Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Apple (AAPL) stake by 3% in Q2 2026, buying an estimated $761K and bringing the position to 92,138 shares worth $26.7M. The position accounts for 3.3% of the portfolio, ranked #4.

Newbridge Financial Services Group first reported a position in AAPL in Q3 2020 and has held it in 23 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Newbridge Financial Services Group held 92,138 shares of Apple worth $26.7M as of Q2 2026.
  • Newbridge Financial Services Group bought 2,661 Apple shares in Q2 2026, an estimated $761K.
  • Apple made up 3.3% of Newbridge Financial Services Group's portfolio in Q2 2026, its #4 holding.
  • Newbridge Financial Services Group first reported a position in Apple in Q3 2020 and has held it in 23 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.