Stonebridge Financial Group (Pennsylvania)’s Apple AAPL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$38.9M	Sell	134,402 -623	-0.5%	-$178K	2.95%	7
2026 Q1	$34.3M	Sell	135,025 -1,637	-1%	-$426K	2.82%	7
2025 Q4	$37.2M	Sell	136,662 -1,828	-1%	-$491K	3.17%	5
2025 Q3	$35.3M	Buy	138,490 +1,378	+1%	+$311K	3.11%	7
2025 Q2	$28.1M	Sell	137,112 -876	-0.6%	-$177K	2.73%	6
2025 Q1	$30.7M	Buy	137,988 +1,151	+0.8%	+$267K	3.26%	6
2024 Q4	$34.3M	Buy	+136,837	New	+$32.2M	3.78%	3

Other funds holding AAPL

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

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AAPL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Apple (AAPL) stake by 0.46% in Q2 2026, selling an estimated $178K and leaving 134,402 shares worth $38.9M. The position accounts for 2.95% of the portfolio, ranked #7.

Stonebridge Financial Group (Pennsylvania) first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 5,375 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 134,402 shares of Apple worth $38.9M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 623 Apple shares in Q2 2026, an estimated $178K.
Apple made up 2.95% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #7 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
5,375 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.