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Stratos Investment Management’s Apple AAPL Stock Holding History

Stratos Investment Management’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 		$32.8M Buy
129,412
+5,055
+4% +$1.32M 1.32% 19
2025
Q4 		$33.8M Buy
124,357
+1,791
+1% +$481K 1.35% 20
2025
Q3 		$31.2M Buy
122,566
+3,086
+3% +$697K 1.29% 22
2025
Q2 		$24.5M Buy
119,480
+4,205
+4% +$849K 1.12% 23
2025
Q1 		$25.6M Buy
115,275
+11,506
+11% +$2.67M 1.36% 20
2024
Q4 		$26M Buy
103,769
+3,449
+3% +$813K 1.56% 16
2024
Q3 		$23.4M Sell
100,320
-3,546
-3% -$792K 1.63% 18
2024
Q2 		$21.9M Sell
103,866
-10,001
-9% -$1.87M 1.81% 13
2024
Q1 		$19.5M Sell
113,867
-10,073
-8% -$1.83M 1.91% 12
2023
Q4 		$23.9M Buy
123,940
+171
+0.1% +$31.6K 2.82% 7
2023
Q3 		$21.2M Buy
123,769
+3,457
+3% +$634K 3.17% 5
2023
Q2 		$23.3M Sell
120,312
-750
-0.6% -$131K 3.58% 5
2023
Q1 		$20M Buy
121,062
+3,852
+3% +$568K 3.36% 4
2022
Q4 		$15.2M Buy
117,210
+2,637
+2% +$377K 2.72% 6
2022
Q3 		$15.8M Sell
114,573
-9,037
-7% -$1.42M 3.2% 4
2022
Q2 		$16.9M Sell
123,610
-1,531
-1% -$232K 3.2% 5
2022
Q1 		$21.9M Sell
125,141
-4,225
-3% -$710K 3.63% 4
2021
Q4 		$23M Sell
129,366
-7,567
-6% -$1.2M 3.62% 4
2021
Q3 		$19.4M Buy
136,933
+34,461
+34% +$5.07M 3.37% 4
2021
Q2 		$14M Buy
102,472
+8,460
+9% +$1.1M 3.86% 5
2021
Q1 		$11.5M Sell
94,012
-16,306
-15% -$2.09M 3.63% 5
2020
Q4 		$14.6M Buy
110,318
+7,623
+7% +$917K 4.6% 1
2020
Q3 		$11.9M Buy
102,695
+1,099
+1% +$120K 4.32% 1
2020
Q2 		$9.27M Buy
101,596
+852
+0.8% +$66K 3.92% 6
2020
Q1 		$6.41M Buy
100,744
+16,280
+19% +$1.2M 3.41% 9
2019
Q4 		$6.2M Buy
84,464
+7,860
+10% +$506K 2.88% 11
2019
Q3 		$4.29M Buy
76,604
+11,244
+17% +$588K 2.43% 11
2019
Q2 		$3.23M Buy
65,360
+8,428
+15% +$411K 2.04% 12
2019
Q1 		$2.7M Buy
+56,932
New +$2.41M 2.13% 13

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

Stratos Investment Management's AAPL Position: Q1 2026 in Review

Stratos Investment Management increased its Apple (AAPL) stake by 4.1% in Q1 2026, buying an estimated $1.32M and bringing the position to 129,412 shares worth $32.8M. The position accounts for 1.32% of the portfolio, ranked #19.

Stratos Investment Management first reported a position in AAPL in Q1 2019 and has held it in 29 quarters since. The position peaked at $33.8M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stratos Investment Management held 129,412 shares of Apple worth $32.8M as of Q1 2026.
  • Stratos Investment Management bought 5,055 Apple shares in Q1 2026, an estimated $1.32M.
  • Apple made up 1.32% of Stratos Investment Management's portfolio in Q1 2026, its #19 holding.
  • Stratos Investment Management first reported a position in Apple in Q1 2019 and has held it in 29 quarters since.
  • Stratos Investment Management's Apple position peaked at $33.8M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.