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Three Bridge Wealth Advisors’s Apple AAPL Stock Holding History

Three Bridge Wealth Advisors’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 		$2.38M Sell
8,235
-115
-1% -$32.9K 0.6% 25
2026
Q1 		$2.12M Sell
8,350
-10,800
-56% -$2.81M 0.58% 26
2025
Q4 		$5.21M Buy
19,150
+125
+0.7% +$33.6K 1.37% 19
2025
Q3 		$4.84M Sell
19,025
-9,875
-34% -$2.23M 1.25% 19
2025
Q2 		$5.93M Buy
28,900
+16,692
+137% +$3.37M 1.56% 18
2025
Q1 		$2.71M Sell
12,208
-1,180
-9% -$273K 0.94% 19
2024
Q4 		$3.35M Buy
13,388
+689
+5% +$162K 1.17% 19
2024
Q3 		$2.96M Sell
12,699
-351
-3% -$78.4K 1.09% 20
2024
Q2 		$2.75M Sell
13,050
-3,208
-20% -$598K 1.09% 17
2024
Q1 		$2.79M Sell
16,258
-721
-4% -$131K 1.1% 19
2023
Q4 		$3.27M Sell
16,979
-600
-3% -$111K 1.13% 19
2023
Q3 		$3.01M Sell
17,579
-1,286
-7% -$236K 1.25% 18
2023
Q2 		$3.66M Sell
18,865
-1,208
-6% -$210K 1.55% 16
2023
Q1 		$3.31M Buy
20,073
+453
+2% +$66.8K 1.53% 15
2022
Q4 		$2.55M Sell
19,620
-282
-1% -$40.3K 1.37% 16
2022
Q3 		$2.75M Sell
19,902
-431
-2% -$67.6K 1.4% 15
2022
Q2 		$2.78M Sell
20,333
-1,125
-5% -$170K 1.36% 14
2022
Q1 		$3.75M Buy
+21,458
New +$3.61M 1.05% 13

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

Three Bridge Wealth Advisors's AAPL Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Apple (AAPL) stake by 1.4% in Q2 2026, selling an estimated $32.9K and leaving 8,235 shares worth $2.38M. The position accounts for 0.6% of the portfolio, ranked #25.

Three Bridge Wealth Advisors first reported a position in AAPL in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.93M in Q2 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Three Bridge Wealth Advisors held 8,235 shares of Apple worth $2.38M as of Q2 2026.
  • Three Bridge Wealth Advisors sold 115 Apple shares in Q2 2026, an estimated $32.9K.
  • Apple made up 0.6% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Three Bridge Wealth Advisors first reported a position in Apple in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Apple position peaked at $5.93M in Q2 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.