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Strategic Financial Services’s Apple AAPL Stock Holding History

Strategic Financial Services’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 		$17.2M Sell
67,807
-297
-0.4% -$77.3K 0.82% 18
2025
Q4 		$18.9M Sell
68,104
-3,500
-5% -$940K 0.87% 19
2025
Q3 		$18.2M Sell
71,604
-490
-0.7% -$111K 0.91% 18
2025
Q2 		$14.8M Sell
72,094
-880
-1% -$178K 0.8% 19
2025
Q1 		$16.2M Sell
72,974
-1,708
-2% -$396K 0.95% 18
2024
Q4 		$18.7M Buy
74,682
+290
+0.4% +$68.3K 1.12% 18
2024
Q3 		$17.3M Buy
74,392
+966
+1% +$216K 1.03% 17
2024
Q2 		$15.5M Sell
73,426
-3,411
-4% -$636K 0.98% 17
2024
Q1 		$13.2M Buy
76,837
+281
+0.4% +$51.1K 0.85% 17
2023
Q4 		$14.7M Sell
76,556
-1,892
-2% -$349K 1.04% 17
2023
Q3 		$13.4M Sell
78,448
-2,190
-3% -$402K 1.05% 18
2023
Q2 		$14.4M Sell
80,638
-451
-0.6% -$78.6K 1.07% 19
2023
Q1 		$13.4M Sell
81,089
-105
-0.1% -$15.5K 1.03% 17
2022
Q4 		$10.5M Sell
81,194
-801
-1% -$114K 0.84% 18
2022
Q3 		$11.3M Sell
81,995
-4,225
-5% -$663K 1% 16
2022
Q2 		$11.8M Sell
86,220
-2,143
-2% -$325K 1% 14
2022
Q1 		$15.4M Sell
88,363
-165
-0.2% -$27.7K 1.17% 12
2021
Q4 		$15.7M Sell
88,528
-7,166
-7% -$1.13M 1.17% 13
2021
Q3 		$13.5M Sell
95,694
-3,919
-4% -$577K 1.07% 14
2021
Q2 		$13.6M Sell
99,613
-3,345
-3% -$433K 1.08% 15
2021
Q1 		$12.6M Sell
102,958
-9,211
-8% -$1.18M 1.06% 15
2020
Q4 		$14.9M Sell
112,169
-23,543
-17% -$2.83M 1.33% 13
2020
Q3 		$15.7M Sell
135,712
-13,620
-9% -$1.49M 1.61% 14
2020
Q2 		$13.6M Sell
149,332
-42,320
-22% -$3.28M 1.51% 15
2020
Q1 		$12.2M Sell
191,652
-28,204
-13% -$2.07M 1.63% 13
2019
Q4 		$16.1M Sell
219,856
-34,336
-14% -$2.21M 1.85% 13
2019
Q3 		$14.2M Sell
254,192
-5,816
-2% -$304K 1.82% 10
2019
Q2 		$12.9M Sell
260,008
-6,692
-3% -$326K 1.7% 14
2019
Q1 		$12.7M Sell
266,700
-6,452
-2% -$274K 1.75% 14
2018
Q4 		$10.8M Buy
273,152
+36,012
+15% +$1.75M 1.69% 14
2018
Q3 		$13.4M Sell
237,140
-7,236
-3% -$377K 1.99% 10
2018
Q2 		$11.3M Buy
244,376
+3,016
+1% +$137K 1.74% 10
2018
Q1 		$10.1M Buy
241,360
+1,184
+0.5% +$51K 1.65% 9
2017
Q4 		$10.2M Sell
240,176
-64
-0% -$2.67K 1.61% 9
2017
Q3 		$9.26M Buy
240,240
+4,768
+2% +$185K 1.53% 9
2017
Q2 		$8.48M Sell
235,472
-41,464
-15% -$1.53M 1.48% 8
2017
Q1 		$9.95M Sell
276,936
-45,876
-14% -$1.51M 1.81% 8
2016
Q4 		$9.35M Sell
322,812
-468
-0.1% -$13.3K 1.79% 9
2016
Q3 		$9.14M Sell
323,280
-1,396
-0.4% -$36.9K 1.81% 9
2016
Q2 		$8.46M Sell
324,676
-1,440
-0.4% -$35.8K 1.7% 9
2016
Q1 		$8.89M Buy
326,116
+9,644
+3% +$240K 2.06% 8
2015
Q4 		$8.33M Buy
316,472
+5,220
+2% +$149K 2.19% 7
2015
Q3 		$8.58M Buy
311,252
+4,440
+1% +$130K 2.38% 8
2015
Q2 		$9.62M Sell
306,812
-25,612
-8% -$819K 2.7% 4
2015
Q1 		$10.3M Buy
332,424
+13,968
+4% +$422K 2.66% 4
2014
Q4 		$8.79M Sell
318,456
-5,240
-2% -$143K 2.39% 5
2014
Q3 		$8.15M Sell
323,696
-66,876
-17% -$1.64M 2.28% 4
2014
Q2 		$9.07M Buy
390,572
+2,072
+0.5% +$44.1K 2.51% 4
2014
Q1 		$7.45M Buy
388,500
+40,768
+12% +$775K 2.18% 7
2013
Q4 		$6.97M Buy
347,732
+3,248
+0.9% +$61.4K 2.21% 6
2013
Q3 		$5.87M Sell
344,484
-141,540
-29% -$2.35M 1.97% 6
2013
Q2 		$6.88M Buy
+486,024
New +$7.48M 2.43% 5

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Strategic Financial Services reduced its Apple (AAPL) stake by 0.44% in Q1 2026, selling an estimated $77.3K and leaving 67,807 shares worth $17.2M. The position accounts for 0.82% of the portfolio, ranked #18.

Strategic Financial Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategic Financial Services held 67,807 shares of Apple worth $17.2M as of Q1 2026.
  • Strategic Financial Services sold 297 Apple shares in Q1 2026, an estimated $77.3K.
  • Apple made up 0.82% of Strategic Financial Services's portfolio in Q1 2026, its #18 holding.
  • Strategic Financial Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Strategic Financial Services's Apple position peaked at $18.9M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.