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Strategies Wealth Advisors’s Apple AAPL Stock Holding History

Strategies Wealth Advisors’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 		$8.47M Sell
33,365
-64
-0.2% -$16.7K 0.85% 18
2025
Q4 		$9.09M Buy
33,429
+1,690
+5% +$454K 0.91% 17
2025
Q3 		$8.08M Buy
31,739
+2,344
+8% +$530K 0.84% 18
2025
Q2 		$6.03M Sell
29,395
-1,807
-6% -$365K 0.66% 20
2025
Q1 		$6.93M Buy
31,202
+26,219
+526% +$6.07M 0.85% 16
2024
Q4 		$1.18M Buy
+4,983
New +$1.17M 0.15% 47

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

Strategies Wealth Advisors's AAPL Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Apple (AAPL) stake by 0.19% in Q1 2026, selling an estimated $16.7K and leaving 33,365 shares worth $8.47M. The position accounts for 0.85% of the portfolio, ranked #18.

Strategies Wealth Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.09M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Strategies Wealth Advisors held 33,365 shares of Apple worth $8.47M as of Q1 2026.
  • Strategies Wealth Advisors sold 64 Apple shares in Q1 2026, an estimated $16.7K.
  • Apple made up 0.85% of Strategies Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Strategies Wealth Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Apple position peaked at $9.09M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.