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 $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

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. 6,074 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.
6,074 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.