North Ridge Wealth Advisors’s Apple AAPL Stock Holding History

North Ridge Wealth Advisors’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	$325K	Sell	1,280 -137	-10%	-$35.7K	0.18%	41
2025 Q4	$385K	Hold	1,417	–	–	0.22%	37
2025 Q3	$361K	Hold	1,417	–	–	0.21%	39
2025 Q2	$291K	Sell	1,417 -130	-8%	-$26.3K	0.18%	39
2025 Q1	$344K	Sell	1,547 -123	-7%	-$28.5K	0.23%	34
2024 Q4	$418K	Sell	1,670 -231	-12%	-$54.4K	0.29%	33
2024 Q3	$443K	Hold	1,901	–	–	0.3%	32
2024 Q2	$400K	Buy	+1,901	New	+$355K	0.3%	32

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

North Ridge Wealth Advisors's AAPL Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Apple (AAPL) stake by 9.7% in Q1 2026, selling an estimated $35.7K and leaving 1,280 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #41.

North Ridge Wealth Advisors first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $443K in Q3 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

North Ridge Wealth Advisors held 1,280 shares of Apple worth $325K as of Q1 2026.
North Ridge Wealth Advisors sold 137 Apple shares in Q1 2026, an estimated $35.7K.
Apple made up 0.18% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #41 holding.
North Ridge Wealth Advisors first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
North Ridge Wealth Advisors's Apple position peaked at $443K in Q3 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.