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Stonebridge Wealth Management, LLC → AAPL

Stonebridge Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.8M
Q4 2025$1.9M
Q1 2026$1.8M
Q2 2026$1.9M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M6.6K——
Q2 2026$1.9M6.6K——
Q1 2026$1.8M7.1K——
Q4 2025$1.9M7.1K——
Q3 2025$1.8M7.1K——

Other funds holding AAPL

Other Stonebridge Wealth Management, LLC positions

BTCW

WISDOMTREE TR

$27.4M
BTCW

WISDOMTREE TR

$24.3M
BTCW

WISDOMTREE TR

$23.3M
BTCW

WISDOMTREE TR

$22.6M
BTCW

WISDOMTREE TR

$20M
BTCW

WISDOMTREE TR

$10.5M
BTCW

WISDOMTREE TR

$10M
BTCW

WISDOMTREE TR

$9.9M