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Financial Strategies Group’s Apple AAPL Stock Holding History

Financial Strategies Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.18M Buy
30,568
+1,577
+5% +$410K 1.37% 25
2025
Q4 		$7.61M Buy
28,991
+442
+2% +$119K 1.38% 24
2025
Q3 		$7.68M Sell
28,549
-10,826
-27% -$2.45M 1.46% 23
2025
Q2 		$8.31M Buy
39,375
+3,912
+11% +$790K 1.73% 17
2025
Q1 		$7.17M Buy
35,463
+2,252
+7% +$522K 1.7% 17
2024
Q4 		$7.87M Buy
33,211
+895
+3% +$211K 1.88% 15
2024
Q3 		$7.47M Sell
32,316
-11,152
-26% -$2.49M 1.75% 17
2024
Q2 		$9.94M Buy
43,468
+2,150
+5% +$401K 2.5% 11
2024
Q1 		$7.01M Buy
41,318
+10,269
+33% +$1.87M 1.88% 13
2023
Q4 		$6.04M Buy
31,049
+3,132
+11% +$578K 1.73% 13
2023
Q3 		$4.95M Buy
27,917
+4,152
+17% +$761K 1.56% 14
2023
Q2 		$4.61M Buy
23,765
+5,835
+33% +$1.02M 1.47% 15
2023
Q1 		$2.96M Buy
17,930
+2,059
+13% +$304K 1.14% 17
2022
Q4 		$2.06M Buy
15,871
+1,461
+10% +$209K 0.86% 19
2022
Q3 		$1.99M Buy
14,410
+2,045
+17% +$321K 0.9% 19
2022
Q2 		$1.69M Buy
12,365
+3,130
+34% +$474K 0.71% 20
2022
Q1 		$1.61M Buy
9,235
+595
+7% +$100K 0.64% 22
2021
Q4 		$1.53M Sell
8,640
-346
-4% -$54.7K 0.63% 21
2021
Q3 		$1.27M Buy
8,986
+203
+2% +$29.9K 0.57% 23
2021
Q2 		$1.2M Buy
8,783
+2,012
+30% +$261K 0.56% 23
2021
Q1 		$827K Sell
6,771
-8,264
-55% -$1.06M 0.43% 24
2020
Q4 		$2M Buy
15,035
+1,328
+10% +$160K 1.11% 18
2020
Q3 		$1.59M Buy
13,707
+227
+2% +$24.8K 1.07% 18
2020
Q2 		$1.23M Buy
13,480
+276
+2% +$21.4K 0.92% 17
2020
Q1 		$839K Buy
13,204
+648
+5% +$47.7K 0.76% 16
2019
Q4 		$922K Buy
+12,556
New +$808K 0.74% 17

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Strategies Group's AAPL Position: Q1 2026 in Review

Financial Strategies Group increased its Apple (AAPL) stake by 5.4% in Q1 2026, buying an estimated $410K and bringing the position to 30,568 shares worth $8.18M. The position accounts for 1.37% of the portfolio, ranked #25.

Financial Strategies Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.94M in Q2 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Financial Strategies Group held 30,568 shares of Apple worth $8.18M as of Q1 2026.
  • Financial Strategies Group bought 1,577 Apple shares in Q1 2026, an estimated $410K.
  • Apple made up 1.37% of Financial Strategies Group's portfolio in Q1 2026, its #25 holding.
  • Financial Strategies Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's Apple position peaked at $9.94M in Q2 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.