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Strategic Equity Management’s Apple AAPL Stock Holding History

Strategic Equity Management’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 		$718K Hold
2,481
– – 0.24% 40
2026
Q1 		$630K Sell
2,481
-320
-11% -$83.3K 0.24% 42
2025
Q4 		$762K Buy
2,801
+320
+13% +$85.9K 0.26% 40
2025
Q3 		$632K Buy
2,481
+15
+0.6% +$3.39K 0.23% 40
2025
Q2 		$506K Sell
2,466
-1,366
-36% -$276K 0.19% 44
2025
Q1 		$851K Buy
3,832
+1
+0% +$232 0.36% 29
2024
Q4 		$959K Buy
3,831
+1,891
+97% +$446K 0.4% 28
2024
Q3 		$452K Buy
1,940
+462
+31% +$103K 0.21% 37
2024
Q2 		$311K Sell
1,478
-28
-2% -$5.22K 0.2% 37
2024
Q1 		$258K Buy
1,506
+352
+31% +$64K 0.22% 31
2023
Q4 		$222K Sell
1,154
-6,983
-86% -$1.29M 0.25% 24
2023
Q3 		$1.39M Buy
8,137
+29
+0.4% +$5.32K 0.52% 21
2023
Q2 		$1.57M Sell
8,108
-420
-5% -$73.2K 0.54% 22
2023
Q1 		$1.41M Buy
8,528
+420
+5% +$62K 0.5% 24
2022
Q4 		$1.05M Sell
8,108
-95
-1% -$13.6K 0.4% 21
2022
Q3 		$1.13M Hold
8,203
– – 0.47% 21
2022
Q2 		$1.12M Buy
8,203
+65
+0.8% +$9.84K 0.58% 21
2022
Q1 		$1.42M Buy
8,138
+30
+0.4% +$5.04K 0.51% 23
2021
Q4 		$1.44M Buy
8,108
+581
+8% +$91.8K 0.45% 27
2021
Q3 		$1.06M Buy
7,527
+35
+0.5% +$5.15K 0.36% 27
2021
Q2 		$1.03M Buy
7,492
+75
+1% +$9.72K 0.35% 27
2021
Q1 		$906K Buy
7,417
+153
+2% +$19.6K 0.38% 24
2020
Q4 		$964K Buy
+7,264
New +$874K 0.43% 21

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 Equity Management's AAPL Position: Q2 2026 in Review

Strategic Equity Management held its Apple (AAPL) position steady in Q2 2026 at 2,481 shares worth $718K. The position accounts for 0.24% of the portfolio, ranked #40.

Strategic Equity Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q2 2023. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Equity Management held 2,481 shares of Apple worth $718K as of Q2 2026.
  • Strategic Equity Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.24% of Strategic Equity Management's portfolio in Q2 2026, its #40 holding.
  • Strategic Equity Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Strategic Equity Management's Apple position peaked at $1.57M in Q2 2023.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.