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Stonebridge Financial Group, LLC/CA’s Apple AAPL Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$29.5M Buy
+101,970
New +$29.2M 4.09% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's AAPL Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Apple (AAPL) in Q2 2026: 101,970 shares worth $29.5M. The stake represents 4.09% of the portfolio and ranks #3 among its holdings.

5,345 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 101,970 shares of Apple worth $29.5M as of Q2 2026.
  • Apple was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Apple made up 4.09% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #3 holding.
  • 5,345 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.