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Strategic Advocates’s Apple AAPL Stock Holding History

Strategic Advocates’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 		$322K Buy
1,113
+8
+0.7% +$2.29K 1.25% 19
2026
Q1 		$280K Sell
1,105
-33,817
-97% -$8.8M 1.24% 19
2025
Q4 		$9.54M Sell
34,922
-1,040
-3% -$279K 2.44% 10
2025
Q3 		$9.16M Sell
35,962
-260
-0.7% -$58.7K 2.38% 10
2025
Q2 		$7.43M Buy
36,222
+1,567
+5% +$316K 2.21% 10
2025
Q1 		$7.7M Sell
34,655
-4,034
-10% -$935K 2.68% 10
2024
Q4 		$9.69M Buy
38,689
+3,338
+9% +$787K 3.27% 9
2024
Q3 		$8.24M Buy
35,351
+3,659
+12% +$817K 2.95% 11
2024
Q2 		$6.68M Sell
31,692
-9,511
-23% -$1.77M 2.65% 11
2024
Q1 		$7.07M Sell
41,203
-17,308
-30% -$3.15M 2.72% 10
2023
Q4 		$11.3M Sell
58,511
-842
-1% -$155K 4.79% 4
2023
Q3 		$10.2M Buy
+59,353
New +$10.9M 4.78% 5

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

Strategic Advocates's AAPL Position: Q2 2026 in Review

Strategic Advocates increased its Apple (AAPL) stake by 0.72% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,113 shares worth $322K. The position accounts for 1.25% of the portfolio, ranked #19.

Strategic Advocates first reported a position in AAPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.3M in Q4 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Advocates held 1,113 shares of Apple worth $322K as of Q2 2026.
  • Strategic Advocates bought 8 Apple shares in Q2 2026, an estimated $2.29K.
  • Apple made up 1.25% of Strategic Advocates's portfolio in Q2 2026, its #19 holding.
  • Strategic Advocates first reported a position in Apple in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Apple position peaked at $11.3M in Q4 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.