Stratos Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $64.6M | Sell |
223,202
-31,857
| -12% | -$9.11M | 3.55% | 2 |
|
|
2026
Q1 | $64.7M | Sell |
255,059
-10,134
| -4% | -$2.64M | 3.97% | 2 |
|
|
2025
Q4 | $72.1M | Buy |
265,193
+30,794
| +13% | +$8.27M | 3.48% | 2 |
|
|
2025
Q3 | $59.7M | Buy |
234,399
+35,664
| +18% | +$8.06M | 2.87% | 3 |
|
|
2025
Q2 | $40.8M | Sell |
198,735
-43,172
| -18% | -$8.72M | 2.15% | 3 |
|
|
2025
Q1 | $53.7M | Buy |
241,907
+4,539
| +2% | +$1.05M | 2.94% | 3 |
|
|
2024
Q4 | $59.4M | Sell |
237,368
-25,838
| -10% | -$6.09M | 2.84% | 2 |
|
|
2024
Q3 | $61.3M | Sell |
263,206
-19,271
| -7% | -$4.3M | 2.81% | 2 |
|
|
2024
Q2 | $59.5M | Sell |
282,477
-15,258
| -5% | -$2.85M | 2.94% | 3 |
|
|
2024
Q1 | $51.1M | Sell |
297,735
-25,904
| -8% | -$4.71M | 3.03% | 1 |
|
|
2023
Q4 | $62.3M | Buy |
323,639
+4,006
| +1% | +$740K | 3.59% | 1 |
|
|
2023
Q3 | $54.7M | Buy |
319,633
+48,573
| +18% | +$8.91M | 3.61% | 1 |
|
|
2023
Q2 | $52.6M | Buy |
271,060
+4,920
| +2% | +$857K | 3.73% | 1 |
|
|
2023
Q1 | $43.9M | Sell |
266,140
-2,318
| -0.9% | -$342K | 3.38% | 1 |
|
|
2022
Q4 | $34.9M | Buy |
268,458
+111,632
| +71% | +$16M | 2.91% | 1 |
|
|
2022
Q3 | $21.7M | Sell |
156,826
-1,261
| -0.8% | -$198K | 2.28% | 2 |
|
|
2022
Q2 | $21.6M | Buy |
158,087
+1,669
| +1% | +$253K | 1.96% | 3 |
|
|
2022
Q1 | $27.3M | Sell |
156,418
-10,604
| -6% | -$1.78M | 2.22% | 3 |
|
|
2021
Q4 | $29.7M | Buy |
167,022
+3,359
| +2% | +$531K | 2.14% | 2 |
|
|
2021
Q3 | $23.2M | Buy |
163,663
+17,522
| +12% | +$2.58M | 1.98% | 3 |
|
|
2021
Q2 | $20M | Buy |
146,141
+11,360
| +8% | +$1.47M | 1.77% | 4 |
|
|
2021
Q1 | $16.5M | Buy |
134,781
+6,921
| +5% | +$888K | 1.75% | 4 |
|
|
2020
Q4 | $17M | Buy |
127,860
+17,757
| +16% | +$2.14M | 2.34% | 2 |
|
|
2020
Q3 | $12.8M | Buy |
110,103
+5,339
| +5% | +$583K | 3.11% | 1 |
|
|
2020
Q2 | $9.55M | Buy |
104,764
+6,380
| +6% | +$494K | 2.93% | 3 |
|
|
2020
Q1 | $6.25M | Sell |
98,384
-4,288
| -4% | -$315K | 4.43% | 4 |
|
|
2019
Q4 | $7.54M | Sell |
102,672
-33,292
| -24% | -$2.14M | 4.28% | 5 |
|
|
2019
Q3 | $7.61M | Sell |
135,964
-2,540
| -2% | -$133K | 2.91% | 6 |
|
|
2019
Q2 | $6.85M | Buy |
138,504
+3,260
| +2% | +$159K | 2.73% | 7 |
|
|
2019
Q1 | $6.42M | Buy |
135,244
+3,028
| +2% | +$128K | 3.47% | 4 |
|
|
2018
Q4 | $5.21M | Buy |
+132,216
| New | +$6.41M | 3.48% | 3 |
|
Other funds holding AAPL
Stratos Wealth Advisors's AAPL Position: Q2 2026 in Review
Stratos Wealth Advisors reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $9.11M and leaving 223,202 shares worth $64.6M. The position accounts for 3.55% of the portfolio, ranked #2.
Stratos Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $72.1M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Stratos Wealth Advisors held 223,202 shares of Apple worth $64.6M as of Q2 2026.
- Stratos Wealth Advisors sold 31,857 Apple shares in Q2 2026, an estimated $9.11M.
- Apple made up 3.55% of Stratos Wealth Advisors's portfolio in Q2 2026, its #2 holding.
- Stratos Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's Apple position peaked at $72.1M in Q4 2025.
- 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.