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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
Q2 		$26.9M Sell
92,998
-7,411
-7% -$2.12M 3.26% 5
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 $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 Wealth Investment Group's AAPL Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Apple (AAPL) stake by 7.4% in Q2 2026, selling an estimated $2.12M and leaving 92,998 shares worth $26.9M. The position accounts for 3.26% of the portfolio, ranked #5.

Strategic Wealth Investment Group first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $50.1M in Q2 2024. 6,135 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Strategic Wealth Investment Group held 92,998 shares of Apple worth $26.9M as of Q2 2026.
  • Strategic Wealth Investment Group sold 7,411 Apple shares in Q2 2026, an estimated $2.12M.
  • Apple made up 3.26% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #5 holding.
  • Strategic Wealth Investment Group first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's Apple position peaked at $50.1M in Q2 2024.
  • 6,135 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.