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WealthBridge Capital Management’s Apple AAPL Stock Holding History

WealthBridge Capital 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
Q1 		$12.9M Sell
50,735
-256
-0.5% -$66.6K 2.97% 7
2025
Q4 		$13.9M Sell
50,991
-583
-1% -$157K 3.16% 7
2025
Q3 		$13.1M Sell
51,574
-1,895
-4% -$428K 3.08% 7
2025
Q2 		$11M Sell
53,469
-1,237
-2% -$250K 2.78% 8
2025
Q1 		$12.2M Sell
54,706
-579
-1% -$134K 3.43% 6
2024
Q4 		$13.8M Sell
55,285
-456
-0.8% -$107K 3.85% 6
2024
Q3 		$13M Sell
55,741
-317
-0.6% -$70.8K 3.71% 5
2024
Q2 		$11.8M Sell
56,058
-2,623
-4% -$489K 3.88% 5
2024
Q1 		$10.1M Sell
58,681
-1,436
-2% -$261K 3.39% 5
2023
Q4 		$11.6M Sell
60,117
-100
-0.2% -$18.5K 4.34% 5
2023
Q3 		$10.3M Buy
60,217
+172
+0.3% +$31.5K 4.26% 5
2023
Q2 		$11.6M Sell
60,045
-2,713
-4% -$473K 4.66% 4
2023
Q1 		$10.3M Sell
62,758
-903
-1% -$133K 4.12% 6
2022
Q4 		$8.27M Buy
63,661
+717
+1% +$102K 3.46% 6
2022
Q3 		$8.61M Hold
62,944
– – 3.67% 6
2022
Q2 		$8.61M Buy
62,944
+1,359
+2% +$206K 3.67% 6
2022
Q1 		$10.8M Buy
61,585
+512
+0.8% +$86.1K 4.02% 6
2021
Q4 		$10.8M Sell
61,073
-3,088
-5% -$488K 4.05% 5
2021
Q3 		$9.08M Sell
64,161
-727
-1% -$107K 3.39% 6
2021
Q2 		$8.89M Sell
64,888
-473
-0.7% -$61.3K 3.23% 7
2021
Q1 		$7.98M Sell
65,361
-784
-1% -$101K 3.25% 7
2020
Q4 		$8.78M Sell
66,145
-1,679
-2% -$202K 3.84% 5
2020
Q3 		$7.86M Sell
67,824
-1,544
-2% -$168K 4.03% 6
2020
Q2 		$6.33M Sell
69,368
-2,140
-3% -$166K 3.58% 7
2020
Q1 		$4.55M Sell
71,508
-3,056
-4% -$225K 3.16% 7
2019
Q4 		$5.47M Buy
74,564
+2,812
+4% +$181K 3.54% 6
2019
Q3 		$4.02M Sell
71,752
-2,172
-3% -$114K 2.89% 7
2019
Q2 		$2.92M Buy
73,924
+1,852
+3% +$90.2K 2.66% 9
2019
Q1 		$3.62M Sell
72,072
-1,852
-3% -$78.6K 2.3% 9
2018
Q4 		$2.92M Buy
+73,924
New +$3.58M 2.22% 9

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthBridge Capital Management's AAPL Position: Q1 2026 in Review

WealthBridge Capital Management reduced its Apple (AAPL) stake by 0.5% in Q1 2026, selling an estimated $66.6K and leaving 50,735 shares worth $12.9M. The position accounts for 2.97% of the portfolio, ranked #7.

WealthBridge Capital Management first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • WealthBridge Capital Management held 50,735 shares of Apple worth $12.9M as of Q1 2026.
  • WealthBridge Capital Management sold 256 Apple shares in Q1 2026, an estimated $66.6K.
  • Apple made up 2.97% of WealthBridge Capital Management's portfolio in Q1 2026, its #7 holding.
  • WealthBridge Capital Management first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's Apple position peaked at $13.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.