SevenBridge Financial Group’s Apple AAPL Stock Holding History

SevenBridge Financial 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
2020 Q1	–	Sell	-36	Closed	-$97.4M	–	127
2019 Q4	$97.4M	Buy	+36	New	+$2.32K	25.46%	1
2019 Q3	–	Sell	-36	Closed	-$20.7M	–	144
2019 Q2	$20.7M	Hold	36	–	–	7.4%	1
2019 Q1	$17.6M	Hold	36	–	–	6.6%	1
2018 Q4	$9K	Buy	+36	New	+$1.75K	0.01%	380
2017 Q1	–	Sell	-20	Closed	-$5K	–	628
2016 Q4	$5K	Hold	20	–	–	﹤0.01%	501
2016 Q3	$5K	Buy	+20	New	+$529	﹤0.01%	495

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SevenBridge Financial Group's AAPL Position: Q2 2026 in Review

SevenBridge Financial Group reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $700K and leaving 106,300 shares worth $33.3M. The position accounts for 4.9% of the portfolio, ranked #2.

SevenBridge Financial Group first reported a position in AAPL in Q1 2016 and has held it in 42 quarters since. 6,136 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

SevenBridge Financial Group held 106,300 shares of Apple worth $33.3M as of Q2 2026.
SevenBridge Financial Group sold 2,446 Apple shares in Q2 2026, an estimated $700K.
Apple made up 4.9% of SevenBridge Financial Group's portfolio in Q2 2026, its #2 holding.
SevenBridge Financial Group first reported a position in Apple in Q1 2016 and has held it in 42 quarters since.
6,136 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.