SSWM
AAPL icon

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
Q2 		$27.2M Sell
94,055
-10,449
-10% -$2.99M 9.54% 1
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strait & Sound Wealth Management's AAPL Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $2.99M and leaving 94,055 shares worth $27.2M. The position accounts for 9.54% of the portfolio, ranked #1.

Strait & Sound Wealth Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.5M in Q4 2025. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strait & Sound Wealth Management held 94,055 shares of Apple worth $27.2M as of Q2 2026.
  • Strait & Sound Wealth Management sold 10,449 Apple shares in Q2 2026, an estimated $2.99M.
  • Apple made up 9.54% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Strait & Sound Wealth Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Apple position peaked at $31.5M in Q4 2025.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.