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Strategic Wealth Investment Group’s Apple AAPL Stock Holding History

Strategic Wealth Investment Group’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 		$25.5M Sell
100,409
-866
-0.9% -$225K 3.23% 6
2025
Q4 		$27.5M Sell
101,275
-46,815
-32% -$12.6M 3.38% 7
2025
Q3 		$37.7M Buy
148,090
+137,059
+1,242% +$31M 3.17% 8
2025
Q2 		$2.26M Buy
11,031
+1,109
+11% +$224K 3.28% 8
2025
Q1 		$2.2M Sell
9,922
-169,108
-94% -$39.2M 3.84% 2
2024
Q4 		$44.8M Sell
179,030
-2,817
-2% -$664K 4.95% 2
2024
Q3 		$41.1M Sell
181,847
-49,433
-21% -$11M 4.41% 3
2024
Q2 		$50.1M Buy
+231,280
New +$43.1M 6.34% 2
2023
Q4 		$35.6M Buy
184,781
+17,459
+10% +$3.22M 5.35% 4
2023
Q3 		$28.6M Buy
167,322
+11,591
+7% +$2.13M 5.19% 4
2023
Q2 		$30.2M Buy
155,731
+8,824
+6% +$1.54M 4.79% 4
2023
Q1 		$24.2M Buy
146,907
+24,813
+20% +$3.66M 4.49% 5
2022
Q4 		$16.5M Buy
122,094
+11,279
+10% +$1.61M 3.82% 5
2022
Q3 		$15.3M Buy
110,815
+8,315
+8% +$1.31M 4.4% 5
2022
Q2 		$14M Sell
102,500
-13,385
-12% -$2.03M 3.51% 5
2022
Q1 		$20.2M Buy
115,885
+9,737
+9% +$1.64M 4.83% 5
2021
Q4 		$18.8M Buy
106,148
+4,647
+5% +$734K 4.9% 5
2021
Q3 		$14.4M Buy
101,501
+13,362
+15% +$1.97M 4.3% 5
2021
Q2 		$12.1M Buy
88,139
+19,278
+28% +$2.5M 4.28% 5
2021
Q1 		$8.41M Buy
68,861
+7,067
+11% +$907K 4.03% 6
2020
Q4 		$8.2M Buy
61,794
+1,381
+2% +$166K 4.8% 4
2020
Q3 		$7M Buy
60,413
+2,429
+4% +$265K 5.26% 4
2020
Q2 		$5.29M Sell
57,984
-748
-1% -$58K 5.18% 4
2020
Q1 		$3.73M Sell
58,732
-2,016
-3% -$148K 6.08% 4
2019
Q4 		$4.46M Buy
+60,748
New +$3.91M 4.62% 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 Wealth Investment Group's AAPL Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Apple (AAPL) stake by 0.86% in Q1 2026, selling an estimated $225K and leaving 100,409 shares worth $25.5M. The position accounts for 3.23% of the portfolio, ranked #6.

Strategic Wealth Investment Group first reported a position in AAPL in Q4 2019 and has held it in 25 quarters since. The position peaked at $50.1M in Q2 2024. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategic Wealth Investment Group held 100,409 shares of Apple worth $25.5M as of Q1 2026.
  • Strategic Wealth Investment Group sold 866 Apple shares in Q1 2026, an estimated $225K.
  • Apple made up 3.23% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #6 holding.
  • Strategic Wealth Investment Group first reported a position in Apple in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Apple position peaked at $50.1M in Q2 2024.
  • 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.