SEC 13F Intelligence

Lionsbridge Wealth Management LLC / AAPL

Lionsbridge Wealth Management LLC’s Apple Inc Position

Does Lionsbridge Wealth Management LLC own Apple Inc (AAPL)? Yes — 6.9K shares worth $2M (+1.75% of its 13F portfolio) as of Q1 2026, down from 7.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.9K
% of Portfolio
+1.75%
Quarters Held
25
currently held

Position History AAPL

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $2MQ1 ’25: $4MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.9K$2M+1.75%
Q4 20257.0K$2M+1.94%
Q3 20257.1K$2M+1.79%
Q2 20257.1K$1M+1.45%
Q1 202517.3K$4M+3.66%
Q4 20249.8K$2M+2.05%
Q3 202415.2K$4M+2.81%
Q2 202415.5K$3M+2.61%
Q1 202415.4K$3M+2.05%
Q4 202315.5K$3M+2.38%
Q3 202314.6K$2M+2.36%
Q2 202314.6K$3M+2.52%
Q1 202314.8K$2M+2.26%
Q4 202215.0K$2M+1.90%
Q3 202214.9K$2M+2.35%
Q1 202215.1K$3M+3.05%
Q4 202115.5K$3M+2.95%
Q3 202117.7K$3M+2.71%
Q2 202119.2K$3M+2.81%
Q1 202126.8K$3M+3.19%
Q4 202026.6K$4M+3.81%
Q3 202026.6K$3M+3.71%
Q2 20207.0K$3M+2.89%
Q1 20207.3K$2M+2.22%
Q4 20197.9K$2M+2.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of AAPL.