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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
Q2 		$8.45M Sell
29,196
-10,754
-27% -$3.08M 2.51% 7
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 Buy
37,931
+20,600
+119% +$4.6M 2.81% 7
2024
Q2 		$3.65M Sell
17,331
-36,104
-68% -$6.73M 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
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 Financial Concepts's AAPL Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Apple (AAPL) stake by 27% in Q2 2026, selling an estimated $3.08M and leaving 29,196 shares worth $8.45M. The position accounts for 2.51% of the portfolio, ranked #7.

Strategic Financial Concepts first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.2M in Q4 2024. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Financial Concepts held 29,196 shares of Apple worth $8.45M as of Q2 2026.
  • Strategic Financial Concepts sold 10,754 Apple shares in Q2 2026, an estimated $3.08M.
  • Apple made up 2.51% of Strategic Financial Concepts's portfolio in Q2 2026, its #7 holding.
  • Strategic Financial Concepts first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Apple position peaked at $13.2M in Q4 2024.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.