Strategic Advisors’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 | $48.4M | Sell |
167,122
-23,193
| -12% | -$6.63M | 10.58% | 1 |
|
|
2026
Q1 | $48.3M | Sell |
190,315
-2,134
| -1% | -$555K | 8.02% | 1 |
|
|
2025
Q4 | $52.3M | Sell |
192,449
-10,543
| -5% | -$2.83M | 8.19% | 1 |
|
|
2025
Q3 | $51.7M | Buy |
202,992
+6,025
| +3% | +$1.36M | 8.3% | 1 |
|
|
2025
Q2 | $40.4M | Sell |
196,967
-3,168
| -2% | -$640K | 7.95% | 1 |
|
|
2025
Q1 | $44.5M | Sell |
200,135
-9,805
| -5% | -$2.27M | 8.57% | 1 |
|
|
2024
Q4 | $52.6M | Buy |
209,940
+27,148
| +15% | +$6.4M | 9.49% | 1 |
|
|
2024
Q3 | $42.6M | Sell |
182,792
-25,309
| -12% | -$5.65M | 7.94% | 1 |
|
|
2024
Q2 | $43.8M | Sell |
208,101
-10,116
| -5% | -$1.89M | 8.5% | 1 |
|
|
2024
Q1 | $37.4M | Sell |
218,217
-23,353
| -10% | -$4.25M | 7.38% | 1 |
|
|
2023
Q4 | $46.5M | Sell |
241,570
-5,604
| -2% | -$1.03M | 8.8% | 1 |
|
|
2023
Q3 | $42.3M | Buy |
247,174
+965
| +0.4% | +$177K | 8.34% | 1 |
|
|
2023
Q2 | $47.8M | Sell |
246,209
-1,310
| -0.5% | -$228K | 9.1% | 1 |
|
|
2023
Q1 | $40.8M | Sell |
247,519
-7,586
| -3% | -$1.12M | 8.26% | 1 |
|
|
2022
Q4 | $33.1M | Sell |
255,105
-6,648
| -3% | -$950K | 7.38% | 1 |
|
|
2022
Q3 | $36.2M | Buy |
261,753
+536
| +0.2% | +$84.1K | 8.02% | 1 |
|
|
2022
Q2 | $35.7M | Sell |
261,217
-4,401
| -2% | -$666K | 7.47% | 1 |
|
|
2022
Q1 | $46.4M | Sell |
265,618
-49,032
| -16% | -$8.25M | 8.05% | 1 |
|
|
2021
Q4 | $55.9M | Buy |
314,650
+51,261
| +19% | +$8.1M | 7.95% | 1 |
|
|
2021
Q3 | $37.3M | Buy |
263,389
+14,970
| +6% | +$2.2M | 8.02% | 1 |
|
|
2021
Q2 | $34M | Buy |
248,419
+2,385
| +1% | +$309K | 8.85% | 1 |
|
|
2021
Q1 | $30.1M | Buy |
246,034
+1,457
| +0.6% | +$187K | 8.72% | 1 |
|
|
2020
Q4 | $32M | Buy |
244,577
+4,490
| +2% | +$540K | 9.26% | 1 |
|
|
2020
Q3 | $28M | Sell |
240,087
-4,769
| -2% | -$520K | 9.38% | 1 |
|
|
2020
Q2 | $23.8M | Sell |
244,856
-2,384
| -1% | -$185K | 8.89% | 1 |
|
|
2020
Q1 | $16.4M | Buy |
247,240
+1,944
| +0.8% | +$143K | 7.16% | 2 |
|
|
2019
Q4 | $18M | Sell |
245,296
-4,884
| -2% | -$314K | 6.27% | 2 |
|
|
2019
Q3 | $14M | Sell |
250,180
-2,176
| -0.9% | -$114K | 5.26% | 2 |
|
|
2019
Q2 | $12.5M | Sell |
252,356
-2,900
| -1% | -$141K | 4.76% | 2 |
|
|
2019
Q1 | $12.1M | Sell |
255,256
-2,424
| -0.9% | -$103K | 4.68% | 2 |
|
|
2018
Q4 | $10.2M | Sell |
257,680
-5,924
| -2% | -$287K | 4.44% | 2 |
|
|
2018
Q3 | $14.9M | Sell |
263,604
-3,376
| -1% | -$176K | 5.44% | 2 |
|
|
2018
Q2 | $12.4M | Sell |
266,980
-2,352
| -0.9% | -$107K | 4.96% | 2 |
|
|
2018
Q1 | $11.3M | Buy |
269,332
+16,500
| +7% | +$710K | 4.68% | 2 |
|
|
2017
Q4 | $10.7M | Buy |
252,832
+4,904
| +2% | +$205K | 4.37% | 2 |
|
|
2017
Q3 | $9.55M | Buy |
247,928
+8,684
| +4% | +$337K | 4.14% | 2 |
|
|
2017
Q2 | $8.61M | Sell |
239,244
-4,064
| -2% | -$150K | 3.94% | 2 |
|
|
2017
Q1 | $8.74M | Sell |
243,308
-3,868
| -2% | -$127K | 4.13% | 2 |
|
|
2016
Q4 | $7.16M | Sell |
247,176
-5,848
| -2% | -$166K | 3.76% | 2 |
|
|
2016
Q3 | $7.15M | Sell |
253,024
-1,808
| -0.7% | -$47.9K | 4.01% | 1 |
|
|
2016
Q2 | $6.09M | Sell |
254,832
-2,372
| -0.9% | -$58.9K | 3.51% | 4 |
|
|
2016
Q1 | $7.01M | Buy |
257,204
+83,120
| +48% | +$2.07M | 3.99% | 2 |
|
|
2015
Q4 | $4.58M | Buy |
174,084
+5,924
| +4% | +$169K | 3% | 5 |
|
|
2015
Q3 | $4.64M | Buy |
168,160
+47,632
| +40% | +$1.4M | 3.22% | 4 |
|
|
2015
Q2 | $3.78M | Buy |
120,528
+15,492
| +15% | +$496K | 2.41% | 6 |
|
|
2015
Q1 | $2.44M | Sell |
105,036
-6,040
| -5% | -$182K | 1.56% | 15 |
|
|
2014
Q4 | $3.06M | Buy |
111,076
+9,628
| +9% | +$262K | 2% | 10 |
|
|
2014
Q3 | $2.56M | Sell |
101,448
-3,588
| -3% | -$88.1K | 1.68% | 13 |
|
|
2014
Q2 | $2.44M | Buy |
105,036
+1,548
| +1% | +$32.9K | 1.56% | 15 |
|
|
2014
Q1 | $1.98M | Sell |
103,488
-308
| -0.3% | -$5.86K | 1.33% | 22 |
|
|
2013
Q4 | $2.08M | Sell |
103,796
-16,380
| -14% | -$309K | 1.41% | 18 |
|
|
2013
Q3 | $2.05M | Sell |
120,176
-27,216
| -18% | -$451K | 1.68% | 15 |
|
|
2013
Q2 | $2.15M | Buy |
+147,392
| New | +$2.27M | 1.93% | 11 |
|
Other funds holding AAPL
Strategic Advisors's AAPL Position: Q2 2026 in Review
Strategic Advisors reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $6.63M and leaving 167,122 shares worth $48.4M. The position accounts for 10.58% of the portfolio, ranked #1.
Strategic Advisors first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.9M in Q4 2021. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Strategic Advisors held 167,122 shares of Apple worth $48.4M as of Q2 2026.
- Strategic Advisors sold 23,193 Apple shares in Q2 2026, an estimated $6.63M.
- Apple made up 10.58% of Strategic Advisors's portfolio in Q2 2026, its #1 holding.
- Strategic Advisors first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- Strategic Advisors's Apple position peaked at $55.9M in Q4 2021.
- 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.