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Strategic Financial Partners’s Apple AAPL Stock Holding History

Strategic Financial Partners’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 		$1.35M Sell
4,661
-764
-14% -$219K 0.51% 38
2026
Q1 		$1.38M Sell
5,425
-2
-0% -$521 0.59% 35
2025
Q4 		$1.48M Buy
5,427
+11
+0.2% +$2.95K 0.64% 31
2025
Q3 		$1.38M Buy
5,416
+81
+2% +$18.3K 0.63% 31
2025
Q2 		$1.09M Sell
5,335
-409
-7% -$82.6K 0.51% 35
2025
Q1 		$1.28M Buy
5,744
+1
+0% +$232 0.67% 29
2024
Q4 		$1.44M Buy
5,743
+1,697
+42% +$400K 0.73% 30
2024
Q3 		$943K Hold
4,046
– – 0.48% 34
2024
Q2 		$852K Buy
4,046
+17
+0.4% +$3.17K 0.47% 34
2024
Q1 		$691K Sell
4,029
-23
-0.6% -$4.18K 0.38% 39
2023
Q4 		$780K Buy
4,052
+645
+19% +$119K 0.45% 30
2023
Q3 		$583K Sell
3,407
-1,651
-33% -$303K 0.35% 38
2023
Q2 		$981K Sell
5,058
-27
-0.5% -$4.71K 0.56% 30
2023
Q1 		$839K Buy
5,085
+1
+0% +$148 0.51% 33
2022
Q4 		$661K Hold
5,084
– – 0.4% 35
2022
Q3 		$703K Buy
5,084
+45
+0.9% +$7.06K 0.45% 29
2022
Q2 		$689K Sell
5,039
-1
-0% -$151 0.4% 34
2022
Q1 		$880K Sell
5,040
-2
-0% -$336 0.45% 30
2021
Q4 		$895K Sell
5,042
-20
-0.4% -$3.16K 0.44% 31
2021
Q3 		$716K Buy
5,062
+177
+4% +$26.1K 0.38% 37
2021
Q2 		$669K Hold
4,885
– – 0.37% 36
2021
Q1 		$597K Buy
4,885
+1
+0% +$128 0.35% 39
2020
Q4 		$648K Buy
4,884
+681
+16% +$81.9K 0.42% 33
2020
Q3 		$487K Buy
4,203
+275
+7% +$30K 0.38% 39
2020
Q2 		$358K Buy
3,928
+20
+0.5% +$1.55K 0.3% 43
2020
Q1 		$249K Sell
3,908
-240
-6% -$17.6K 0.26% 55
2019
Q4 		$305K Buy
+4,148
New +$267K 0.25% 54

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 Partners's AAPL Position: Q2 2026 in Review

Strategic Financial Partners reduced its Apple (AAPL) stake by 14% in Q2 2026, selling an estimated $219K and leaving 4,661 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #38.

Strategic Financial Partners first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q4 2025. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Financial Partners held 4,661 shares of Apple worth $1.35M as of Q2 2026.
  • Strategic Financial Partners sold 764 Apple shares in Q2 2026, an estimated $219K.
  • Apple made up 0.51% of Strategic Financial Partners's portfolio in Q2 2026, its #38 holding.
  • Strategic Financial Partners first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's Apple position peaked at $1.48M in Q4 2025.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.