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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
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 $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

Strata Wealth Advisors's AAPL Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $106K and leaving 21,389 shares worth $5.43M. The position accounts for 1.49% of the portfolio, ranked #15.

Strata Wealth Advisors first reported a position in AAPL in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.93M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strata Wealth Advisors held 21,389 shares of Apple worth $5.43M as of Q1 2026.
  • Strata Wealth Advisors sold 407 Apple shares in Q1 2026, an estimated $106K.
  • Apple made up 1.49% of Strata Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Strata Wealth Advisors first reported a position in Apple in Q4 2022 and has held it in 13 quarters since.
  • Strata Wealth Advisors's Apple position peaked at $5.93M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.