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Strategic Investment Solutions’s Apple AAPL Stock Holding History

Strategic Investment Solutions’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 		$13.6M Sell
47,049
-2,988
-6% -$855K 3.11% 7
2026
Q1 		$12.7M Sell
50,037
-6,385
-11% -$1.66M 3.06% 7
2025
Q4 		$15.2M Buy
56,422
+3,342
+6% +$897K 3.65% 7
2025
Q3 		$13.5M Buy
53,080
+1,834
+4% +$414K 3.57% 5
2025
Q2 		$10.6M Sell
51,246
-1,602
-3% -$324K 3.2% 6
2025
Q1 		$11.7M Buy
52,848
+323
+0.6% +$74.8K 3.41% 8
2024
Q4 		$10.8M Sell
52,525
-286
-0.5% -$67.4K 3.6% 8
2024
Q3 		$12.3M Sell
52,811
-54
-0.1% -$12.1K 3.69% 7
2024
Q2 		$11.2M Buy
+52,865
New +$9.86M 3.61% 7
2023
Q4 		$10.1M Sell
52,227
-630,221
-92% -$116M 1.74% 15
2023
Q3 		$125M Buy
682,448
+671,658
+6,225% +$123M 1.54% 17
2023
Q2 		$1.96M Sell
10,790
-8,701
-45% -$1.52M 0.4% 26
2023
Q1 		$3.21M Sell
19,491
-349
-2% -$51.5K 0.63% 35
2022
Q4 		$2.99M Buy
+19,840
New +$2.84M 1.48% 17

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 Investment Solutions's AAPL Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Apple (AAPL) stake by 6% in Q2 2026, selling an estimated $855K and leaving 47,049 shares worth $13.6M. The position accounts for 3.11% of the portfolio, ranked #7.

Strategic Investment Solutions first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $125M in Q3 2023. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Investment Solutions held 47,049 shares of Apple worth $13.6M as of Q2 2026.
  • Strategic Investment Solutions sold 2,988 Apple shares in Q2 2026, an estimated $855K.
  • Apple made up 3.11% of Strategic Investment Solutions's portfolio in Q2 2026, its #7 holding.
  • Strategic Investment Solutions first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Apple position peaked at $125M in Q3 2023.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.