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StrongBox Wealth’s Apple AAPL Stock Holding History

StrongBox Wealth’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
Q2 		$5.62M Sell
19,438
-287
-1% -$82.1K 1.6% 25
2026
Q1 		$5.01M Sell
19,725
-400
-2% -$104K 1.6% 25
2025
Q4 		$5.47M Sell
20,125
-1,750
-8% -$470K 1.8% 20
2025
Q3 		$5.57M Sell
21,875
-6,463
-23% -$1.46M 1.88% 21
2025
Q2 		$5.81M Sell
28,338
-1,415
-5% -$286K 2.21% 16
2025
Q1 		$6.61M Sell
29,753
-1,907
-6% -$442K 2.76% 10
2024
Q4 		$7.93M Sell
31,660
-3,049
-9% -$719K 3.36% 9
2024
Q3 		$8.09M Sell
34,709
-1,512
-4% -$338K 3.47% 8
2024
Q2 		$7.63M Buy
36,221
+5,736
+19% +$1.07M 3.6% 6
2024
Q1 		$5.23M Sell
30,485
-2,825
-8% -$514K 2.76% 12
2023
Q4 		$6.41M Sell
33,310
-145
-0.4% -$26.8K 3.74% 6
2023
Q3 		$5.73M Buy
33,455
+1,067
+3% +$196K 3.65% 4
2023
Q2 		$6.28M Sell
32,388
-254
-0.8% -$44.3K 3.96% 4
2023
Q1 		$5.38M Sell
32,642
-880
-3% -$130K 3.61% 4
2022
Q4 		$4.36M Sell
33,522
-3,293
-9% -$471K 3.08% 6
2022
Q3 		$5.09M Buy
36,815
+50
+0.1% +$7.85K 3.69% 3
2022
Q2 		$5.03M Buy
36,765
+392
+1% +$59.4K 3.25% 5
2022
Q1 		$6.35M Sell
36,373
-4,419
-11% -$743K 3.62% 5
2021
Q4 		$7.24M Buy
40,792
+673
+2% +$106K 3.62% 5
2021
Q3 		$5.68M Sell
40,119
-163
-0.4% -$24K 3.19% 6
2021
Q2 		$5.52M Sell
40,282
-173
-0.4% -$22.4K 3.16% 6
2021
Q1 		$4.94M Buy
40,455
+1,912
+5% +$245K 3.06% 8
2020
Q4 		$5.11M Buy
38,543
+3,001
+8% +$361K 3.31% 7
2020
Q3 		$4.12M Buy
35,542
+334
+0.9% +$36.4K 3.01% 9
2020
Q2 		$3.21M Buy
35,208
+1,736
+5% +$135K 2.93% 10
2020
Q1 		$2.13M Buy
+33,472
New +$2.46M 2.41% 12

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

StrongBox Wealth's AAPL Position: Q2 2026 in Review

StrongBox Wealth reduced its Apple (AAPL) stake by 1.5% in Q2 2026, selling an estimated $82.1K and leaving 19,438 shares worth $5.62M. The position accounts for 1.6% of the portfolio, ranked #25.

StrongBox Wealth first reported a position in AAPL in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.09M in Q3 2024. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • StrongBox Wealth held 19,438 shares of Apple worth $5.62M as of Q2 2026.
  • StrongBox Wealth sold 287 Apple shares in Q2 2026, an estimated $82.1K.
  • Apple made up 1.6% of StrongBox Wealth's portfolio in Q2 2026, its #25 holding.
  • StrongBox Wealth first reported a position in Apple in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's Apple position peaked at $8.09M in Q3 2024.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.