Strathmore Capital Advisors’s Apple AAPL Stock Holding History

Strathmore Capital 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	$3.83M	Buy	14,148 +1,607	+13%	+$418K	1.08%	14
2025 Q4	$3.41M	Sell	12,541 -289	-2%	-$77.6K	1.12%	14
2025 Q3	$3.27M	Sell	12,830 -231	-2%	-$52.2K	1.34%	11
2025 Q2	$2.76M	Buy	+13,061	New	+$2.64M	1.22%	13
2024 Q4	$1.22M	Buy	+4,874	New	+$1.15M	0.89%	14

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strathmore Capital Advisors's AAPL Position: Q1 2026 in Review

Strathmore Capital Advisors increased its Apple (AAPL) stake by 13% in Q1 2026, buying an estimated $418K and bringing the position to 14,148 shares worth $3.83M. The position accounts for 1.08% of the portfolio, ranked #14.

Strathmore Capital Advisors first reported a position in AAPL in Q4 2024 and has held it in 5 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Strathmore Capital Advisors held 14,148 shares of Apple worth $3.83M as of Q1 2026.
Strathmore Capital Advisors bought 1,607 Apple shares in Q1 2026, an estimated $418K.
Apple made up 1.08% of Strathmore Capital Advisors's portfolio in Q1 2026, its #14 holding.
Strathmore Capital Advisors first reported a position in Apple in Q4 2024 and has held it in 5 quarters since.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.