Strategic Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.8M | Buy |
148,882
+1,344
| +0.9% | +$350K | 2.62% | 6 |
|
|
2025
Q4 | $40.1M | Sell |
147,538
-5,993
| -4% | -$1.61M | 2.75% | 5 |
|
|
2025
Q3 | $39.1M | Sell |
153,531
-13,038
| -8% | -$2.95M | 2.92% | 4 |
|
|
2025
Q2 | $34.2M | Buy |
+166,569
| New | +$33.6M | 2.69% | 4 |
|
|
2024
Q4 | $33.5M | Buy |
138,600
+24,662
| +22% | +$5.81M | 2.77% | 4 |
|
|
2024
Q3 | $26.5M | Buy |
113,938
+4,503
| +4% | +$1.01M | 2.55% | 6 |
|
|
2024
Q2 | $23M | Buy |
109,435
+3,540
| +3% | +$660K | 2.41% | 7 |
|
|
2024
Q1 | $18.2M | Buy |
105,895
+9,133
| +9% | +$1.66M | 1.99% | 8 |
|
|
2023
Q4 | $18.6M | Buy |
96,762
+10,396
| +12% | +$1.92M | 2.3% | 7 |
|
|
2023
Q3 | $14.8M | Buy |
86,366
+2,120
| +3% | +$389K | 1.95% | 9 |
|
|
2023
Q2 | $16.3M | Sell |
84,246
-1,038
| -1% | -$181K | 2.11% | 8 |
|
|
2023
Q1 | $14.1M | Buy |
85,284
+4,372
| +5% | +$645K | 2.16% | 9 |
|
|
2022
Q4 | $10.5M | Buy |
80,912
+5,153
| +7% | +$736K | 1.95% | 8 |
|
|
2022
Q3 | $10.5M | Buy |
75,759
+7,619
| +11% | +$1.2M | 2.22% | 6 |
|
|
2022
Q2 | $9.32M | Buy |
68,140
+829
| +1% | +$126K | 2.01% | 9 |
|
|
2022
Q1 | $11.8M | Buy |
67,311
+3,987
| +6% | +$670K | 2.29% | 5 |
|
|
2021
Q4 | $11.2M | Buy |
63,324
+3,274
| +5% | +$517K | 2.13% | 4 |
|
|
2021
Q3 | $8.5M | Buy |
60,050
+5,154
| +9% | +$759K | 2.5% | 6 |
|
|
2021
Q2 | $7.52M | Buy |
54,896
+12,307
| +29% | +$1.59M | 2.45% | 8 |
|
|
2021
Q1 | $5.2M | Sell |
42,589
-3,632
| -8% | -$466K | 2.08% | 10 |
|
|
2020
Q4 | $6.13M | Buy |
46,221
+792
| +2% | +$95.3K | 2.57% | 9 |
|
|
2020
Q3 | $5.26M | Sell |
45,429
-13,031
| -22% | -$1.42M | 2.66% | 7 |
|
|
2020
Q2 | $5.33M | Sell |
58,460
-5,888
| -9% | -$456K | 2.76% | 8 |
|
|
2020
Q1 | $4.72M | Buy |
+64,348
| New | +$4.73M | 2.46% | 7 |
|
|
2019
Q4 | – | Sell |
-75,012
| Closed | -$481K | – | 135 |
|
|
2019
Q3 | $481K | Sell |
75,012
-7,544
| -9% | -$394K | 2.47% | 5 |
|
|
2019
Q2 | $4.09M | Sell |
82,556
-12,968
| -14% | -$632K | 1.97% | 7 |
|
|
2019
Q1 | $4.57M | Buy |
95,524
+1,752
| +2% | +$74.3K | 2.1% | 8 |
|
|
2018
Q4 | $3.57M | Sell |
93,772
-4,276
| -4% | -$207K | 1.8% | 10 |
|
|
2018
Q3 | $5.53M | Sell |
98,048
-3,016
| -3% | -$157K | 2.95% | 2 |
|
|
2018
Q2 | $4.68M | Sell |
101,064
-16,944
| -14% | -$768K | 2.71% | 3 |
|
|
2018
Q1 | $4.95M | Buy |
118,008
+15,968
| +16% | +$687K | 2.55% | 2 |
|
|
2017
Q4 | $4.49M | Buy |
+102,040
| New | +$4.26M | 2.49% | 3 |
|
Other funds holding AAPL
VCM
VPM
Strategic Wealth Partners's AAPL Position: Q1 2026 in Review
Strategic Wealth Partners increased its Apple (AAPL) stake by 0.91% in Q1 2026, buying an estimated $350K and bringing the position to 148,882 shares worth $37.8M. The position accounts for 2.62% of the portfolio, ranked #6.
Strategic Wealth Partners first reported a position in AAPL in Q4 2017 and has held it in 32 quarters since. The position peaked at $40.1M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Strategic Wealth Partners held 148,882 shares of Apple worth $37.8M as of Q1 2026.
- Strategic Wealth Partners bought 1,344 Apple shares in Q1 2026, an estimated $350K.
- Apple made up 2.62% of Strategic Wealth Partners's portfolio in Q1 2026, its #6 holding.
- Strategic Wealth Partners first reported a position in Apple in Q4 2017 and has held it in 32 quarters since.
- Strategic Wealth Partners's Apple position peaked at $40.1M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.