Sound Income Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.7M | Buy |
95,774
+2,623
| +3% | +$750K | 1.24% | 13 |
|
|
2026
Q1 | $23.8M | Buy |
93,151
+1,744
| +2% | +$454K | 1.15% | 16 |
|
|
2025
Q4 | $23.4M | Buy |
91,407
+5,155
| +6% | +$1.38M | 1.11% | 18 |
|
|
2025
Q3 | $21.9M | Sell |
86,252
-5,447
| -6% | -$1.23M | 1.2% | 18 |
|
|
2025
Q2 | $18.8M | Sell |
91,699
-3,273
| -3% | -$661K | 1.08% | 26 |
|
|
2025
Q1 | $21.1M | Buy |
94,972
+6,220
| +7% | +$1.44M | 1.25% | 18 |
|
|
2024
Q4 | $22.2M | Buy |
88,752
+221
| +0.2% | +$52.1K | 1.37% | 19 |
|
|
2024
Q3 | $20.6M | Buy |
88,531
+1,262
| +1% | +$282K | 1.33% | 20 |
|
|
2024
Q2 | $18.4M | Buy |
87,269
+9,886
| +13% | +$1.84M | 1.15% | 22 |
|
|
2024
Q1 | $13.3M | Buy |
77,383
+2,273
| +3% | +$413K | 0.99% | 33 |
|
|
2023
Q4 | $14.5M | Buy |
75,110
+10,425
| +16% | +$1.92M | 1.2% | 23 |
|
|
2023
Q3 | $11.1M | Sell |
64,685
-222
| -0.3% | -$40.7K | 0.94% | 31 |
|
|
2023
Q2 | $12.6M | Buy |
64,907
+4,852
| +8% | +$845K | 1.29% | 23 |
|
|
2023
Q1 | $9.9M | Buy |
60,055
+6,833
| +13% | +$1.01M | 1.08% | 26 |
|
|
2022
Q4 | $6.92M | Buy |
53,222
+5,270
| +11% | +$753K | 0.88% | 35 |
|
|
2022
Q3 | $6.63M | Buy |
47,952
+1,472
| +3% | +$231K | 0.96% | 32 |
|
|
2022
Q2 | $6.36M | Buy |
46,480
+5,679
| +14% | +$860K | 0.85% | 35 |
|
|
2022
Q1 | $7.12M | Buy |
40,801
+823
| +2% | +$138K | 0.82% | 34 |
|
|
2021
Q4 | $7.1M | Buy |
39,978
+762
| +2% | +$120K | 0.84% | 30 |
|
|
2021
Q3 | $5.55M | Buy |
39,216
+4,613
| +13% | +$679K | 0.72% | 33 |
|
|
2021
Q2 | $4.74M | Sell |
34,603
-5,862
| -14% | -$760K | 0.68% | 32 |
|
|
2021
Q1 | $4.94M | Buy |
40,465
+2,472
| +7% | +$317K | 0.84% | 31 |
|
|
2020
Q4 | $5.04M | Buy |
37,993
+1,769
| +5% | +$213K | 1.11% | 11 |
|
|
2020
Q3 | $4.2M | Sell |
36,224
-492
| -1% | -$53.7K | 1.15% | 11 |
|
|
2020
Q2 | $3.35M | Buy |
36,716
+3,020
| +9% | +$234K | 1% | 11 |
|
|
2020
Q1 | $2.14M | Buy |
33,696
+4,252
| +14% | +$313K | 0.74% | 19 |
|
|
2019
Q4 | $2.16M | Buy |
29,444
+868
| +3% | +$55.8K | 0.58% | 23 |
|
|
2019
Q3 | $1.6M | Sell |
28,576
-916
| -3% | -$47.9K | 0.48% | 30 |
|
|
2019
Q2 | $1.46M | Sell |
29,492
-532
| -2% | -$25.9K | 0.5% | 26 |
|
|
2019
Q1 | $1.43M | Buy |
30,024
+3,108
| +12% | +$132K | 0.65% | 19 |
|
|
2018
Q4 | $1.06M | Buy |
26,916
+632
| +2% | +$30.6K | 0.56% | 25 |
|
|
2018
Q3 | $1.48M | Buy |
26,284
+11,612
| +79% | +$605K | 0.72% | 20 |
|
|
2018
Q2 | $679K | Sell |
14,672
-3,940
| -21% | -$179K | 0.4% | 35 |
|
|
2018
Q1 | $781K | Buy |
18,612
+8,396
| +82% | +$361K | 0.51% | 23 |
|
|
2017
Q4 | $420K | Buy |
+10,216
| New | +$427K | 0.28% | 42 |
|
Other funds holding AAPL
Sound Income Strategies's AAPL Position: Q2 2026 in Review
Sound Income Strategies increased its Apple (AAPL) stake by 2.8% in Q2 2026, buying an estimated $750K and bringing the position to 95,774 shares worth $27.7M. The position accounts for 1.24% of the portfolio, ranked #13.
Sound Income Strategies first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 3,892 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Sound Income Strategies held 95,774 shares of Apple worth $27.7M as of Q2 2026.
- Sound Income Strategies bought 2,623 Apple shares in Q2 2026, an estimated $750K.
- Apple made up 1.24% of Sound Income Strategies's portfolio in Q2 2026, its #13 holding.
- Sound Income Strategies first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 3,892 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.