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Strategic Advisors’s Apple AAPL Stock Holding History

Strategic 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
2025
Q1 		– Sell
-2,000
Closed -$501K – 188
2024
Q4 		$501K Buy
+2,000
New +$471K 0.09% 131

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

Strategic Advisors's AAPL Position: Q1 2026 in Review

Strategic Advisors reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $555K and leaving 190,315 shares worth $48.3M. The position accounts for 8.02% of the portfolio, ranked #1.

Strategic Advisors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.9M in Q4 2021. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategic Advisors held 190,315 shares of Apple worth $48.3M as of Q1 2026.
  • Strategic Advisors sold 2,134 Apple shares in Q1 2026, an estimated $555K.
  • Apple made up 8.02% of Strategic Advisors's portfolio in Q1 2026, its #1 holding.
  • Strategic Advisors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Strategic Advisors's Apple position peaked at $55.9M in Q4 2021.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.