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Strata Wealth Advisors’s Apple AAPL Stock Holding History

Strata Wealth Advisors’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 		$6.5M Buy
22,447
+1,058
+5% +$303K 1.58% 15
2026
Q1 		$5.43M Sell
21,389
-407
-2% -$106K 1.49% 15
2025
Q4 		$5.93M Sell
21,796
-772
-3% -$207K 1.65% 10
2025
Q3 		$5.75M Buy
22,568
+33
+0.1% +$7.46K 1.52% 11
2025
Q2 		$4.62M Buy
22,535
+4,493
+25% +$907K 1.27% 15
2025
Q1 		$4.01M Sell
18,042
-885
-5% -$205K 1.25% 13
2024
Q4 		$4.74M Buy
18,927
+272
+1% +$64.1K 1.49% 11
2024
Q3 		$4.35M Buy
18,655
+663
+4% +$148K 1.4% 12
2024
Q2 		$3.79M Buy
17,992
+1,157
+7% +$216K 1.31% 13
2024
Q1 		$2.89M Buy
16,835
+4,018
+31% +$731K 1.02% 15
2023
Q4 		$2.47M Buy
12,817
+581
+5% +$107K 0.97% 20
2023
Q3 		$2.09M Buy
+12,236
New +$2.24M 1.01% 10
2023
Q1 		$5.73M Sell
34,769
-1,991
-5% -$294K 2.96% 8
2022
Q4 		$4.78M Buy
+36,760
New +$5.25M 2.65% 8

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

Strata Wealth Advisors's AAPL Position: Q2 2026 in Review

Strata Wealth Advisors increased its Apple (AAPL) stake by 4.9% in Q2 2026, buying an estimated $303K and bringing the position to 22,447 shares worth $6.5M. The position accounts for 1.58% of the portfolio, ranked #15.

Strata Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strata Wealth Advisors held 22,447 shares of Apple worth $6.5M as of Q2 2026.
  • Strata Wealth Advisors bought 1,058 Apple shares in Q2 2026, an estimated $303K.
  • Apple made up 1.58% of Strata Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Strata Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.