Strategic Global Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.6M Buy
95,277
+4,397
+5% +$1.26M 3.93% 4
2026
Q1
$23.1M Sell
90,880
-884
-1% -$230K 3.69% 4
2025
Q4
$24.9M Buy
91,764
+12,117
+15% +$3.25M 3.85% 3
2025
Q3
$20.3M Sell
79,647
-4,575
-5% -$1.03M 3.07% 5
2025
Q2
$17.3M Buy
84,222
+14,917
+22% +$3.01M 2.81% 7
2025
Q1
$15.4M Sell
69,305
-9,984
-13% -$2.31M 3.05% 6
2024
Q4
$19.9M Buy
79,289
+3,176
+4% +$749K 3.63% 5
2024
Q3
$17.7M Sell
76,113
-1,951
-2% -$436K 3.5% 5
2024
Q2
$16.4M Buy
78,064
+1,493
+2% +$278K 3.44% 5
2024
Q1
$13.1M Sell
76,571
-3,302
-4% -$600K 2.84% 5
2023
Q4
$15.4M Sell
79,873
-55,387
-41% -$10.2M 3.52% 2
2023
Q3
$23.2M Sell
135,260
-6,900
-5% -$1.27M 3.85% 2
2023
Q2
$27.6M Buy
142,160
+25,396
+22% +$4.43M 4.24% 2
2023
Q1
$19.3M Sell
116,764
-9,966
-8% -$1.47M 3.09% 2
2022
Q4
$16.5M Sell
126,730
-2,384
-2% -$341K 2.64% 4
2022
Q3
$17.8M Sell
129,114
-5,028
-4% -$789K 2.97% 3
2022
Q2
$18.3M Buy
134,142
+14,193
+12% +$2.15M 2.8% 3
2022
Q1
$20.9M Buy
119,949
+5,941
+5% +$999K 3.06% 3
2021
Q4
$20.2M Sell
114,008
-43,747
-28% -$6.91M 2.61% 5
2021
Q3
$22.3M Buy
157,755
+37,222
+31% +$5.48M 3.27% 4
2021
Q2
$16.5M Sell
120,533
-16,276
-12% -$2.11M 3% 5
2021
Q1
$16.7M Buy
136,809
+2,522
+2% +$324K 3.01% 3
2020
Q4
$17.8M Buy
134,287
+4,527
+3% +$545K 3.15% 3
2020
Q3
$15M Buy
129,760
+18,100
+16% +$1.97M 2.83% 4
2020
Q2
$10.2M Buy
111,660
+31,532
+39% +$2.44M 2.18% 5
2020
Q1
$5.09M Sell
80,128
-43,732
-35% -$3.22M 1.31% 15
2019
Q4
$9.09M Sell
123,860
-18,792
-13% -$1.21M 1.89% 8
2019
Q3
$7.99M Buy
142,652
+20,024
+16% +$1.05M 1.8% 7
2019
Q2
$6.07M Sell
122,628
-14,668
-11% -$715K 1.29% 16
2019
Q1
$6.52M Sell
137,296
-20,192
-13% -$856K 1.37% 16
2018
Q4
$6.21M Sell
157,488
-29,160
-16% -$1.41M 2.22% 9
2018
Q3
$10.5M Sell
186,648
-616
-0.3% -$32.1K 3.2% 5
2018
Q2
$7.86M Hold
187,264
2% 12
2018
Q1
$7.86M Hold
187,264
2.69% 6
2017
Q4
$7.92M Sell
187,264
-6,400
-3% -$267K 2.57% 6
2017
Q3
$7.46M Hold
193,664
2.86% 6
2017
Q2
$6.97M Sell
193,664
-35,184
-15% -$1.3M 2.57% 7
2017
Q1
$8.22M Sell
228,848
-41,088
-15% -$1.35M 2.96% 6
2016
Q4
$7.82M Sell
269,936
-1,312
-0.5% -$37.2K 2.9% 6
2016
Q3
$6.48M Hold
271,248
2.42% 7
2016
Q2
$6.48M Hold
271,248
2.45% 7
2016
Q1
$7.39M Sell
271,248
-21,632
-7% -$539K 3.14% 5
2015
Q4
$7.71M Buy
292,880
+7,148
+3% +$204K 3.28% 3
2015
Q3
$7.88M Buy
285,732
+147,216
+106% +$4.32M 3.77% 2
2015
Q2
$4.34M Buy
138,516
+19,280
+16% +$617K 2.53% 5
2015
Q1
$3.71M Buy
119,236
+43,628
+58% +$1.32M 2.74% 4
2014
Q4
$2.09M Buy
+75,608
New +$2.06M 1.86% 4

Other funds holding AAPL

Strategic Global Advisors's AAPL Position: Q2 2026 in Review

Strategic Global Advisors increased its Apple (AAPL) stake by 4.8% in Q2 2026, buying an estimated $1.26M and bringing the position to 95,277 shares worth $27.6M. The position accounts for 3.93% of the portfolio, ranked #4.

Strategic Global Advisors first reported a position in AAPL in Q4 2014 and has held it in 47 quarters since. The position peaked at $27.6M in Q2 2023. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Global Advisors held 95,277 shares of Apple worth $27.6M as of Q2 2026.
  • Strategic Global Advisors bought 4,397 Apple shares in Q2 2026, an estimated $1.26M.
  • Apple made up 3.93% of Strategic Global Advisors's portfolio in Q2 2026, its #4 holding.
  • Strategic Global Advisors first reported a position in Apple in Q4 2014 and has held it in 47 quarters since.
  • Strategic Global Advisors's Apple position peaked at $27.6M in Q2 2023.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.