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Journey Strategic Wealth’s Apple AAPL Stock Holding History

Journey Strategic Wealth’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 		$223M Buy
878,194
+11,557
+1% +$3.01M 5.53% 4
2025
Q4 		$236M Sell
866,637
-310
-0% -$83.2K 6.19% 4
2025
Q3 		$221M Sell
866,947
-34,661
-4% -$7.83M 6.23% 4
2025
Q2 		$185M Buy
901,608
+48,043
+6% +$9.7M 6% 4
2025
Q1 		$190M Buy
853,565
+12,861
+2% +$2.98M 6.61% 4
2024
Q4 		$211M Buy
840,704
+874
+0.1% +$206K 7.87% 4
2024
Q3 		$196M Buy
839,830
+21,408
+3% +$4.78M 7.17% 4
2024
Q2 		$172M Buy
818,422
+11,933
+1% +$2.23M 7.32% 4
2024
Q1 		$138M Buy
806,489
+801
+0.1% +$146K 6.12% 4
2023
Q4 		$155M Buy
805,688
+1,215
+0.2% +$224K 7.3% 4
2023
Q3 		$138M Buy
804,473
+717
+0.1% +$131K 6.57% 4
2023
Q2 		$156M Buy
803,756
+1,093
+0.1% +$190K 7.06% 4
2023
Q1 		$132M Buy
802,663
+2,220
+0.3% +$328K 13.91% 3
2022
Q4 		$104M Buy
800,443
+3,714
+0.5% +$531K 12.23% 3
2022
Q3 		$110M Buy
796,729
+2,154
+0.3% +$338K 14.86% 3
2022
Q2 		$109M Sell
794,575
-207
-0% -$31.3K 14.54% 3
2022
Q1 		$139M Buy
794,782
+698
+0.1% +$117K 15.13% 3
2021
Q4 		$141M Buy
+794,084
New +$125M 14.68% 3

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

Journey Strategic Wealth's AAPL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $3.01M and bringing the position to 878,194 shares worth $223M. The position accounts for 5.53% of the portfolio, ranked #4.

Journey Strategic Wealth first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $236M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Journey Strategic Wealth held 878,194 shares of Apple worth $223M as of Q1 2026.
  • Journey Strategic Wealth bought 11,557 Apple shares in Q1 2026, an estimated $3.01M.
  • Apple made up 5.53% of Journey Strategic Wealth's portfolio in Q1 2026, its #4 holding.
  • Journey Strategic Wealth first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Apple position peaked at $236M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.