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Syverson Strege & Co’s Apple AAPL Stock Holding History

Syverson Strege & Co’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 		$4.22M Buy
16,612
+497
+3% +$129K 1.01% 13
2025
Q4 		$4.38M Sell
16,115
-560
-3% -$150K 1.04% 12
2025
Q3 		$4.25M Buy
16,675
+163
+1% +$36.8K 1.02% 14
2025
Q2 		$3.39M Buy
16,512
+7,983
+94% +$1.61M 0.8% 16
2025
Q1 		$1.89M Buy
8,529
+374
+5% +$86.6K 0.61% 17
2024
Q4 		$2.04M Buy
8,155
+2,305
+39% +$543K 0.68% 15
2024
Q3 		$1.36M Sell
5,850
-2,109
-26% -$471K 0.46% 20
2024
Q2 		$1.68M Buy
7,959
+1,016
+15% +$189K 0.57% 18
2024
Q1 		$1.19M Buy
6,943
+1,866
+37% +$339K 0.43% 23
2023
Q4 		$978K Buy
5,077
+97
+2% +$17.9K 0.38% 26
2023
Q3 		$853K Buy
4,980
+152
+3% +$27.9K 0.38% 24
2023
Q2 		$937K Sell
4,828
-27
-0.6% -$4.71K 0.4% 22
2023
Q1 		$801K Buy
4,855
+93
+2% +$13.7K 0.34% 24
2022
Q4 		$619K Buy
4,762
+36
+0.8% +$5.14K 0.28% 31
2022
Q3 		$653K Buy
4,726
+1
+0% +$157 0.33% 30
2022
Q2 		$646K Buy
4,725
+2
+0% +$303 0.24% 35
2022
Q1 		$825K Hold
4,723
– – 0.9% 22
2021
Q4 		$839K Buy
4,723
+117
+3% +$18.5K 0.62% 26
2021
Q3 		$652K Buy
4,606
+35
+0.8% +$5.15K 0.52% 32
2021
Q2 		$626K Buy
4,571
+1
+0% +$130 0.56% 31
2021
Q1 		$558K Buy
4,570
+1
+0% +$128 0.58% 29
2020
Q4 		$606K Buy
+4,569
New +$550K 0.58% 27

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

Syverson Strege & Co's AAPL Position: Q1 2026 in Review

Syverson Strege & Co increased its Apple (AAPL) stake by 3.1% in Q1 2026, buying an estimated $129K and bringing the position to 16,612 shares worth $4.22M. The position accounts for 1.01% of the portfolio, ranked #13.

Syverson Strege & Co first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.38M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Syverson Strege & Co held 16,612 shares of Apple worth $4.22M as of Q1 2026.
  • Syverson Strege & Co bought 497 Apple shares in Q1 2026, an estimated $129K.
  • Apple made up 1.01% of Syverson Strege & Co's portfolio in Q1 2026, its #13 holding.
  • Syverson Strege & Co first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's Apple position peaked at $4.38M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.