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Apple shares owned by Stonebridge Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Stonebridge Wealth Management from 13F filings

Historical chart of Stonebridge Wealth Management investment in Apple

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All positions including Apple held by Stonebridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 7.1k 271.87
2025-09-30 $1.8M 7.1k 254.63
2025-06-30 $1.5M 7.1k 205.17

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
Abbvie (ABBV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Msci Usa Quality (GARP)
Apple (AAPL)

View all positions for Stonebridge Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple