Strait & Sound Wealth Management’s Apple AAPL Stock Holding History

Strait & Sound Wealth Management’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	$26.5M	Sell	104,504 -11,372	-10%	-$2.96M	9.87%	1
2025 Q4	$31.5M	Buy	115,876 +10,391	+10%	+$2.79M	11.72%	1
2025 Q3	$26.9M	Buy	105,485 +13,491	+15%	+$3.05M	10.31%	1
2025 Q2	$18.9M	Sell	91,994 -4,171	-4%	-$842K	8.02%	1
2025 Q1	$21.4M	Buy	96,165 +5,589	+6%	+$1.29M	9.93%	1
2024 Q4	$22.7M	Buy	90,576 +12,349	+16%	+$2.91M	10.52%	1
2024 Q3	$18.2M	Sell	78,227 -520	-0.7%	-$116K	8.86%	2
2024 Q2	$16.6M	Buy	78,747 +11,544	+17%	+$2.15M	8.46%	1
2024 Q1	$11.8M	Buy	67,203 +3,387	+5%	+$616K	6.57%	5
2023 Q4	$11.7M	Buy	63,816 +1,791	+3%	+$331K	7.28%	4
2023 Q3	$10.6M	Buy	62,025 +2,967	+5%	+$544K	9.11%	1
2023 Q2	$11.5M	Sell	59,058 -3,362	-5%	-$586K	11.35%	1
2023 Q1	$10.3M	Buy	62,420 +2,236	+4%	+$330K	10.23%	1
2022 Q4	$8.18M	Buy	+60,184	New	+$8.6M	8.93%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strait & Sound Wealth Management's AAPL Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Apple (AAPL) stake by 9.8% in Q1 2026, selling an estimated $2.96M and leaving 104,504 shares worth $26.5M. The position accounts for 9.87% of the portfolio, ranked #1.

Strait & Sound Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.5M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Strait & Sound Wealth Management held 104,504 shares of Apple worth $26.5M as of Q1 2026.
Strait & Sound Wealth Management sold 11,372 Apple shares in Q1 2026, an estimated $2.96M.
Apple made up 9.87% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #1 holding.
Strait & Sound Wealth Management first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Apple position peaked at $31.5M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.