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Lionsbridge Wealth Management LLC → AAPL

Lionsbridge Wealth Management LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q1 2026$1.7M
Q2 2026$1.9M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M6.3K——
Q2 2026$1.9M6.5K——
Q1 2026$1.7M6.9K——
Q4 2025$1.9M7.0K——

Other funds holding AAPL

Other Lionsbridge Wealth Management LLC positions

STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$13M
JPM-PM

JPMORGAN INCOME ETF

$6.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$6.5M
STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$6.4M
JPM-PM

JPMORGAN INCOME ETF

$6.3M
STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$6.2M
PWR

QUANTA SVCS INC COM

$6.2M
JPM-PM

JPMORGAN INCOME ETF

$5.9M