SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / AAPL

Bradley & Co. Private Wealth Management, LLC’s Apple Inc Position

Does Bradley & Co. Private Wealth Management, LLC own Apple Inc (AAPL)? Yes58.5K shares worth $15M (+7.83% of its 13F portfolio) as of Q1 2026, up from 55.4K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
58.5K
% of Portfolio
+7.83%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $9MQ3 ’22: $10MQ3 ’22Q4 ’22: $9MQ1 ’23: $11MQ2 ’23: $12MQ2 ’23Q3 ’23: $11MQ4 ’23: $12MQ1 ’24: $11MQ1 ’24Q2 ’24: $13MQ4 ’24: $15MQ1 ’25: $13MQ1 ’25Q2 ’25: $12MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.5K$15M+7.83%
Q4 202555.4K$15M+7.97%
Q3 202556.6K$14M+7.97%
Q2 202556.4K$12M+7.09%
Q1 202556.7K$13M+8.61%
Q4 202460.3K$15M+9.42%
Q2 202461.4K$13M+9.56%
Q1 202463.4K$11M+8.79%
Q4 202360.0K$12M+10.68%
Q3 202362.7K$11M+11.20%
Q2 202363.5K$12M+12.20%
Q1 202368.4K$11M+12.35%
Q4 202269.7K$9M+11.03%
Q3 202269.7K$10M+11.48%
Q2 202266.3K$9M+9.99%
Q1 202268.3K$12M+10.25%
Q4 202171.7K$13M+10.20%
Q3 202172.1K$10M+8.80%
Q2 202172.3K$10M+8.63%
Q1 202173.0K$9M+8.23%

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