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Stonebridge Financial Planning Group’s Apple AAPL Stock Holding History

Stonebridge Financial Planning 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
2026
Q2 		$3.27M Buy
11,299
+46
+0.4% +$13.2K 1.04% 25
2026
Q1 		$2.86M Sell
11,253
-177
-2% -$46.1K 1.05% 22
2025
Q4 		$3.11M Sell
11,430
-85
-0.7% -$22.8K 1.12% 19
2025
Q3 		$2.93M Sell
11,515
-1,173
-9% -$265K 1.1% 21
2025
Q2 		$2.6M Sell
12,688
-530
-4% -$107K 1.09% 26
2025
Q1 		$2.94M Sell
13,218
-1,284
-9% -$297K 1.34% 18
2024
Q4 		$3.63M Buy
14,502
+137
+1% +$32.3K 1.62% 11
2024
Q3 		$3.35M Buy
14,365
+164
+1% +$36.6K 1.59% 9
2024
Q2 		$2.99M Sell
14,201
-750
-5% -$140K 1.5% 11
2024
Q1 		$2.56M Sell
14,951
-101
-0.7% -$18.4K 1.36% 15
2023
Q4 		$2.9M Buy
15,052
+733
+5% +$135K 1.67% 11
2023
Q3 		$2.45M Buy
14,319
+25
+0.2% +$4.58K 1.57% 13
2023
Q2 		$2.77M Sell
14,294
-131
-0.9% -$22.8K 1.69% 13
2023
Q1 		$2.38M Buy
14,425
+57
+0.4% +$8.41K 1.54% 19
2022
Q4 		$1.87M Buy
14,368
+700
+5% +$100K 1.24% 22
2022
Q3 		$1.89M Buy
13,668
+50
+0.4% +$7.85K 1.32% 21
2022
Q2 		$1.86M Buy
13,618
+2,461
+22% +$373K 1.26% 22
2022
Q1 		$1.95M Buy
11,157
+720
+7% +$121K 1.09% 27
2021
Q4 		$1.78M Sell
10,437
-100
-0.9% -$15.8K 0.93% 31
2021
Q3 		$1.6M Sell
10,537
-263
-2% -$38.7K 0.78% 37
2021
Q2 		$1.56M Buy
10,800
+571
+6% +$74K 0.83% 37
2021
Q1 		$1.34M Sell
10,229
-635
-6% -$81.5K 0.78% 39
2020
Q4 		$1.44M Hold
10,864
– – 0.91% 32
2020
Q3 		$1.29M Buy
10,864
+484
+5% +$52.8K 0.93% 31
2020
Q2 		$945K Buy
10,380
+400
+4% +$31K 0.8% 36
2020
Q1 		$664K Sell
9,980
-452
-4% -$33.2K 0.66% 42
2019
Q4 		$766K Buy
+10,432
New +$671K 0.69% 38

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Planning Group's AAPL Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Apple (AAPL) stake by 0.41% in Q2 2026, buying an estimated $13.2K and bringing the position to 11,299 shares worth $3.27M. The position accounts for 1.04% of the portfolio, ranked #25.

Stonebridge Financial Planning Group first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q4 2024. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stonebridge Financial Planning Group held 11,299 shares of Apple worth $3.27M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 46 Apple shares in Q2 2026, an estimated $13.2K.
  • Apple made up 1.04% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #25 holding.
  • Stonebridge Financial Planning Group first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Apple position peaked at $3.63M in Q4 2024.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.