Stonebridge Wealth Management
AAPL icon

Stonebridge Wealth Management’s Apple AAPL Stock Holding History

Stonebridge Wealth Management’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
Q3 		$2.21M Hold
6,648
– – 1.97% 14
2026
Q2 		$1.92M Sell
6,648
-470
-7% -$134K 1.72% 15
2026
Q1 		$1.81M Hold
7,118
– – 1.73% 15
2025
Q4 		$1.94M Hold
7,118
– – 1.83% 15
2025
Q3 		$1.81M Buy
7,118
+19
+0.3% +$4.29K 1.56% 18
2025
Q2 		$1.46M Buy
+7,099
New +$1.43M 1.37% 20

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stonebridge Wealth Management's AAPL Position: Q3 2026 in Review

Stonebridge Wealth Management held its Apple (AAPL) position steady in Q3 2026 at 6,648 shares worth $2.21M. The position accounts for 1.97% of the portfolio, ranked #14.

Stonebridge Wealth Management first reported a position in AAPL in Q2 2025 and has held it in 6 quarters since. 1,630 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Stonebridge Wealth Management held 6,648 shares of Apple worth $2.21M as of Q3 2026.
  • Stonebridge Wealth Management left its Apple share count unchanged in Q3 2026.
  • Apple made up 1.97% of Stonebridge Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Stonebridge Wealth Management first reported a position in Apple in Q2 2025 and has held it in 6 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.