SFWC
AAPL icon

Strategic Family Wealth Counselors’s Apple AAPL Stock Holding History

Strategic Family Wealth Counselors’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
2023
Q2 		– Hold
0
– -$264K – 110
2023
Q1 		– Hold
0
– – – 85
2022
Q4 		– Hold
0
– – – 62

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Family Wealth Counselors's AAPL Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Apple (AAPL) stake by 26% in Q1 2026, selling an estimated $3.02M and leaving 32,211 shares worth $8.17M. The position accounts for 2.15% of the portfolio, ranked #17.

Strategic Family Wealth Counselors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2025. 6,094 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategic Family Wealth Counselors held 32,211 shares of Apple worth $8.17M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 11,605 Apple shares in Q1 2026, an estimated $3.02M.
  • Apple made up 2.15% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #17 holding.
  • Strategic Family Wealth Counselors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Apple position peaked at $10.8M in Q4 2025.
  • 6,094 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.