SevenBridge Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.7M | Sell |
108,746
-4,473
| -4% | -$1.16M | 4.64% | 2 |
|
|
2025
Q4 | $28.9M | Sell |
113,219
-2,624
| -2% | -$704K | 4.65% | 2 |
|
|
2025
Q3 | $31.7M | Sell |
115,843
-7,082
| -6% | -$1.6M | 5.22% | 2 |
|
|
2025
Q2 | $28.2M | Sell |
122,925
-531
| -0.4% | -$107K | 4.98% | 1 |
|
|
2025
Q1 | $26M | Sell |
123,456
-12,938
| -9% | -$3M | 5.12% | 1 |
|
|
2024
Q4 | $31.7M | Sell |
136,394
-8,440
| -6% | -$1.99M | 6% | 1 |
|
|
2024
Q3 | $32.5M | Buy |
144,834
+156
| +0.1% | +$34.8K | 6.26% | 1 |
|
|
2024
Q2 | $30M | Buy |
144,678
+259
| +0.2% | +$48.3K | 6.63% | 1 |
|
|
2024
Q1 | $26.5M | Sell |
144,419
-2,590
| -2% | -$471K | 6% | 1 |
|
|
2023
Q4 | $28.3M | Sell |
147,009
-205
| -0.1% | -$37.9K | 6.69% | 1 |
|
|
2023
Q3 | $25.2M | Buy |
147,214
+1,041
| +0.7% | +$191K | 6.51% | 1 |
|
|
2023
Q2 | $28.4M | Sell |
146,173
-967
| -0.7% | -$169K | 7.32% | 1 |
|
|
2023
Q1 | $24.3M | Sell |
147,140
-219
| -0.1% | -$32.3K | 6.69% | 1 |
|
|
2022
Q4 | $19.1M | Buy |
147,359
+1,346
| +0.9% | +$192K | 5.6% | 1 |
|
|
2022
Q3 | $20.2M | Buy |
146,013
+156
| +0.1% | +$24.5K | 6.84% | 1 |
|
|
2022
Q2 | $19.9M | Buy |
145,857
+545
| +0.4% | +$82.5K | 8.06% | 1 |
|
|
2022
Q1 | $25.4M | Sell |
145,312
-5,749
| -4% | -$967K | 8.91% | 1 |
|
|
2021
Q4 | $26.8M | Buy |
151,061
+731
| +0.5% | +$116K | 8.11% | 1 |
|
|
2021
Q3 | $21.3M | Sell |
150,330
-2,185
| -1% | -$322K | 7.09% | 1 |
|
|
2021
Q2 | $20.9M | Buy |
152,515
+3,147
| +2% | +$408K | 6.81% | 1 |
|
|
2021
Q1 | $18.2M | Buy |
149,368
+1,638
| +1% | +$210K | 6.64% | 1 |
|
|
2020
Q4 | $19.6M | Buy |
147,730
+248
| +0.2% | +$29.8K | 7.66% | 1 |
|
|
2020
Q3 | $17.1M | Sell |
147,482
-17,294
| -10% | -$1.89M | 7.77% | 1 |
|
|
2020
Q2 | $15M | Sell |
164,776
-3,740
| -2% | -$290K | 7.46% | 1 |
|
|
2020
Q1 | $10.7M | Sell |
168,516
-5,640
| -3% | -$415K | 6.2% | 1 |
|
|
2019
Q4 | $12.8M | Sell |
174,156
-1,752
| -1% | -$113K | 3.34% | 5 |
|
|
2019
Q3 | $9.85M | Buy |
175,908
+244
| +0.1% | +$12.8K | 5.18% | 1 |
|
|
2019
Q2 | $8.69M | Sell |
175,664
-7,720
| -4% | -$376K | 3.11% | 5 |
|
|
2019
Q1 | $8.71M | Buy |
183,384
+624
| +0.3% | +$26.5K | 3.27% | 4 |
|
|
2018
Q4 | $7.21M | Sell |
182,760
-18,440
| -9% | -$894K | 4.41% | 1 |
|
|
2018
Q3 | $11.4M | Sell |
201,200
-2,896
| -1% | -$151K | 6.04% | 1 |
|
|
2018
Q2 | $9.45M | Sell |
204,096
-21,456
| -10% | -$973K | 5.26% | 1 |
|
|
2018
Q1 | $9.46M | Sell |
225,552
-2,656
| -1% | -$114K | 5.43% | 1 |
|
|
2017
Q4 | $9.65M | Sell |
228,208
-1,432
| -0.6% | -$59.8K | 5.34% | 1 |
|
|
2017
Q3 | $8.85M | Buy |
229,640
+10,352
| +5% | +$402K | 5.07% | 1 |
|
|
2017
Q2 | $7.89M | Buy |
219,288
+816
| +0.4% | +$30.2K | 4.82% | 1 |
|
|
2017
Q1 | $7.83M | Sell |
218,472
-9,668
| -4% | -$318K | 5.14% | 1 |
|
|
2016
Q4 | $6.67M | Buy |
228,140
+16
| +0% | +$454 | 4.84% | 1 |
|
|
2016
Q3 | $6.67M | Buy |
228,124
+2,508
| +1% | +$66.4K | 4.86% | 1 |
|
|
2016
Q2 | $5.39M | Sell |
225,616
-159,772
| -41% | -$3.97M | 3.78% | 1 |
|
|
2016
Q1 | $884K | Buy |
+385,388
| New | +$9.6M | 0.08% | 46 |
|
Other funds holding AAPL
VCM
VPM
SevenBridge Financial Group's AAPL Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $1.16M and leaving 108,746 shares worth $29.7M. The position accounts for 4.64% of the portfolio, ranked #2.
SevenBridge Financial Group first reported a position in AAPL in Q1 2016 and has held it in 41 quarters since. The position peaked at $32.5M in Q3 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- SevenBridge Financial Group held 108,746 shares of Apple worth $29.7M as of Q1 2026.
- SevenBridge Financial Group sold 4,473 Apple shares in Q1 2026, an estimated $1.16M.
- Apple made up 4.64% of SevenBridge Financial Group's portfolio in Q1 2026, its #2 holding.
- SevenBridge Financial Group first reported a position in Apple in Q1 2016 and has held it in 41 quarters since.
- SevenBridge Financial Group's Apple position peaked at $32.5M in Q3 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.