AAPL — APPLE INC

Ownership history in Bridge Advisory, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.86% (2024 Q3)
Avg. % of fund
3.03%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 34,797 +384 +1.1% 3.86% $8.1M $231.48
2024 Q2 ADDED 34,413 +851 +2.5% 3.57% $7.2M $209.00
2024 Q1 REDUCED 33,562 -1,802 -5.1% 2.86% $5.8M $169.93
2023 Q4 REDUCED 35,364 -15,061 -29.9% 3.41% $6.8M $190.55
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
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