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Bridgelight Financial Advisors, Inc.’s Apple AAPL Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$797K Sell
2,756
-114
-4% -$32.6K 0.55% 25
2026
Q1 		$728K Buy
2,870
+133
+5% +$34.6K 0.62% 20
2025
Q4 		$744K Buy
+2,737
New +$735K 0.63% 20

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s AAPL Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Apple (AAPL) stake by 4% in Q2 2026, selling an estimated $32.6K and leaving 2,756 shares worth $797K. The position accounts for 0.55% of the portfolio, ranked #25.

Bridgelight Financial Advisors, Inc. first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 2,756 shares of Apple worth $797K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 114 Apple shares in Q2 2026, an estimated $32.6K.
  • Apple made up 0.55% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #25 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.