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Stratos Wealth Advisors’s Apple AAPL Stock Holding History

Stratos 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 		$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

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 Wealth Advisors's AAPL Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Apple (AAPL) stake by 3.8% in Q1 2026, selling an estimated $2.64M and leaving 255,059 shares worth $64.7M. The position accounts for 3.97% of the portfolio, ranked #2.

Stratos Wealth Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $72.1M in Q4 2025. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stratos Wealth Advisors held 255,059 shares of Apple worth $64.7M as of Q1 2026.
  • Stratos Wealth Advisors sold 10,134 Apple shares in Q1 2026, an estimated $2.64M.
  • Apple made up 3.97% of Stratos Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Stratos Wealth Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Apple position peaked at $72.1M in Q4 2025.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

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