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Intelligent Financial Strategies’s Apple AAPL Stock Holding History

Intelligent Financial Strategies’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
Q2 		$3.4M Sell
11,750
-1
-0% -$286 1.64% 13
2026
Q1 		$2.98M Sell
11,751
-412
-3% -$107K 1.55% 14
2025
Q4 		$3.31M Buy
12,163
+1
+0% +$268 1.59% 13
2025
Q3 		$3.1M Sell
12,162
-6,781
-36% -$1.53M 1.51% 14
2025
Q2 		$3.89M Sell
18,943
-1,075
-5% -$217K 2.06% 10
2025
Q1 		$4.45M Sell
20,018
-174
-0.9% -$40.3K 2.32% 7
2024
Q4 		$5.06M Buy
20,192
+1
+0% +$236 2.8% 4
2024
Q3 		$4.7M Buy
20,191
+1
+0% +$223 2.59% 6
2024
Q2 		$4.25M Buy
20,190
+1
+0% +$186 2.62% 6
2024
Q1 		$3.46M Buy
20,189
+1
+0% +$182 2.15% 9
2023
Q4 		$3.89M Sell
20,188
-375
-2% -$69.2K 2.72% 7
2023
Q3 		$3.52M Buy
20,563
+1
+0% +$183 2.61% 8
2023
Q2 		$3.99M Buy
20,562
+9
+0% +$1.57K 2.91% 7
2023
Q1 		$3.39M Buy
20,553
+9
+0% +$1.33K 2.66% 9
2022
Q4 		$2.67M Buy
20,544
+456
+2% +$65.2K 2.25% 11
2022
Q3 		$2.78M Buy
20,088
+9
+0% +$1.41K 2.91% 11
2022
Q2 		$2.75M Sell
20,079
-1,090
-5% -$165K 2.79% 10
2022
Q1 		$3.7M Sell
21,169
-1,454
-6% -$245K 3.6% 8
2021
Q4 		$4.02M Buy
+22,623
New +$3.58M 3.61% 7

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Intelligent Financial Strategies's AAPL Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Apple (AAPL) stake by 0.01% in Q2 2026, selling an estimated $286 and leaving 11,750 shares worth $3.4M. The position accounts for 1.64% of the portfolio, ranked #13.

Intelligent Financial Strategies first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.06M in Q4 2024. 2,845 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Intelligent Financial Strategies held 11,750 shares of Apple worth $3.4M as of Q2 2026.
  • Intelligent Financial Strategies sold 1 Apple share in Q2 2026, an estimated $286.
  • Apple made up 1.64% of Intelligent Financial Strategies's portfolio in Q2 2026, its #13 holding.
  • Intelligent Financial Strategies first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Apple position peaked at $5.06M in Q4 2024.
  • 2,845 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.