WIC
AAPL icon

WealthBridge Investment Counsel’s Apple AAPL Stock Holding History

WealthBridge Investment Counsel’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 		$12.3M Hold
42,401
– – 3.28% 11
2026
Q1 		$10.8M Sell
42,401
-160
-0.4% -$41.6K 3.29% 10
2025
Q4 		$11.6M Sell
42,561
-32
-0.1% -$8.59K 3.47% 9
2025
Q3 		$10.8M Sell
42,593
-826
-2% -$187K 3.34% 11
2025
Q2 		$8.91M Sell
43,419
-85
-0.2% -$17.2K 2.89% 15
2025
Q1 		$9.66M Sell
43,504
-93
-0.2% -$21.5K 3.52% 9
2024
Q4 		$10.9M Sell
43,597
-571
-1% -$135K 4.01% 6
2024
Q3 		$10.3M Sell
44,168
-410
-0.9% -$91.6K 3.65% 9
2024
Q2 		$9.39M Sell
44,578
-6,375
-13% -$1.19M 3.59% 11
2024
Q1 		$8.74M Sell
50,953
-1,130
-2% -$205K 3.24% 12
2023
Q4 		$10M Sell
52,083
-3,216
-6% -$594K 4.01% 5
2023
Q3 		$9.47M Sell
55,299
-923
-2% -$169K 4.13% 4
2023
Q2 		$10.9M Sell
56,222
-4,430
-7% -$772K 4.59% 1
2023
Q1 		$10M Sell
60,652
-6,058
-9% -$894K 4.43% 2
2022
Q4 		$8.67M Buy
66,710
+5,112
+8% +$731K 3.79% 7
2022
Q3 		$8.51M Sell
61,598
-8,542
-12% -$1.34M 4.48% 3
2022
Q2 		$9.59M Sell
70,140
-170
-0.2% -$25.7K 4.86% 3
2022
Q1 		$12.3M Sell
70,310
-100
-0.1% -$16.8K 5.42% 3
2021
Q4 		$12.5M Sell
70,410
-1,003
-1% -$159K 5.3% 3
2021
Q3 		$10.1M Sell
71,413
-2,394
-3% -$352K 4.54% 4
2021
Q2 		$10.1M Sell
73,807
-337
-0.5% -$43.7K 4.48% 4
2021
Q1 		$9.06M Sell
74,144
-6,010
-7% -$771K 4.43% 5
2020
Q4 		$10.6M Sell
80,154
-1,735
-2% -$209K 5.56% 3
2020
Q3 		$9.48M Sell
81,889
-32,863
-29% -$3.59M 5.78% 3
2020
Q2 		$10.5M Sell
114,752
-3,880
-3% -$301K 6.95% 2
2020
Q1 		$7.54M Sell
118,632
-26,200
-18% -$1.93M 6.41% 2
2019
Q4 		$10.6M Buy
+144,832
New +$9.32M 6.03% 3

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WealthBridge Investment Counsel's AAPL Position: Q2 2026 in Review

WealthBridge Investment Counsel held its Apple (AAPL) position steady in Q2 2026 at 42,401 shares worth $12.3M. The position accounts for 3.28% of the portfolio, ranked #11.

WealthBridge Investment Counsel first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q4 2021. 3,161 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • WealthBridge Investment Counsel held 42,401 shares of Apple worth $12.3M as of Q2 2026.
  • WealthBridge Investment Counsel left its Apple share count unchanged in Q2 2026.
  • Apple made up 3.28% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #11 holding.
  • WealthBridge Investment Counsel first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's Apple position peaked at $12.5M in Q4 2021.
  • 3,161 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.