Strategic Financial Concepts’s Apple AAPL Stock Holding History

Strategic Financial Concepts’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 Q1	$10.1M	Buy	39,950 +26,834	+205%	+$6.98M	2.5%	5
2025 Q4	$3.57M	Sell	13,116 -18,417	-58%	-$4.94M	3.26%	4
2025 Q3	$8.03M	Sell	31,533 -7,370	-19%	-$1.66M	1.17%	16
2025 Q2	$7.99M	Sell	38,903 -13,429	-26%	-$2.71M	1.12%	18
2025 Q1	$11.6M	Sell	52,332 -571	-1%	-$132K	2.18%	8
2024 Q4	$13.2M	Buy	52,903 +14,972	+39%	+$3.53M	2.54%	3
2024 Q3	$8.84M	Sell	37,931 -7,574,330	-100%	-$1.69B	2.81%	7
2024 Q2	$3.65M	Buy	7,612,261 +7,558,826	+14,146%	+$1.41B	2.13%	8
2024 Q1	$9.16M	Buy	53,435 +33,811	+172%	+$6.15M	2.21%	5
2023 Q4	$3.78M	Sell	19,624 -35,415	-64%	-$6.54M	2.24%	12
2023 Q3	$9.42M	Sell	55,039 -2,858	-5%	-$524K	3.18%	1
2023 Q2	$11.2M	Sell	57,897 -19	-0%	-$3.31K	4.14%	1
2023 Q1	$9.55M	Buy	+57,916	New	+$8.55M	3.85%	1

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Financial Concepts's AAPL Position: Q1 2026 in Review

Strategic Financial Concepts increased its Apple (AAPL) stake by 205% in Q1 2026, buying an estimated $6.98M and bringing the position to 39,950 shares worth $10.1M. The position accounts for 2.5% of the portfolio, ranked #5.

Strategic Financial Concepts first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Strategic Financial Concepts held 39,950 shares of Apple worth $10.1M as of Q1 2026.
Strategic Financial Concepts bought 26,834 Apple shares in Q1 2026, an estimated $6.98M.
Apple made up 2.5% of Strategic Financial Concepts's portfolio in Q1 2026, its #5 holding.
Strategic Financial Concepts first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's Apple position peaked at $13.2M in Q4 2024.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.