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Sound Financial Strategies Group’s Apple AAPL Stock Holding History

Sound 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 		$983K Buy
3,872
+1,101
+40% +$287K 0.67% 34
2025
Q4 		$753K Buy
2,771
+802
+41% +$215K 0.53% 45
2025
Q3 		$501K Buy
+1,969
New +$445K 0.37% 91

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

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

Sound Financial Strategies Group increased its Apple (AAPL) stake by 40% in Q1 2026, buying an estimated $287K and bringing the position to 3,872 shares worth $983K. The position accounts for 0.67% of the portfolio, ranked #34.

Sound Financial Strategies Group first reported a position in AAPL in Q3 2025 and has held it in 3 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sound Financial Strategies Group held 3,872 shares of Apple worth $983K as of Q1 2026.
  • Sound Financial Strategies Group bought 1,101 Apple shares in Q1 2026, an estimated $287K.
  • Apple made up 0.67% of Sound Financial Strategies Group's portfolio in Q1 2026, its #34 holding.
  • Sound Financial Strategies Group first reported a position in Apple in Q3 2025 and has held it in 3 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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