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UP Strategic Wealth Investment Advisors’s Apple AAPL Stock Holding History

UP Strategic Wealth Investment 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 		$6.27M Buy
21,804
+2,270
+12% +$591K 3.95% 6
2025
Q4 		$5.43M Sell
19,534
-3,407
-15% -$915K 3.95% 6
2025
Q3 		$5.72M Sell
22,941
-192
-0.8% -$43.4K 4.29% 6
2025
Q2 		$4.75M Sell
23,133
-1,058
-4% -$214K 3.7% 6
2025
Q1 		$5.37M Buy
24,191
+1,083
+5% +$251K 4.78% 5
2024
Q4 		$5.79M Buy
23,108
+3,734
+19% +$880K 5.79% 4
2024
Q3 		$4.51M Buy
19,374
+5,649
+41% +$1.26M 5.05% 5
2024
Q2 		$2.89M Buy
13,725
+714
+5% +$133K 4.38% 7
2024
Q1 		$2.23M Sell
13,011
-125
-1% -$22.7K 3.65% 7
2023
Q4 		$2.53M Buy
+13,136
New +$2.43M 4.61% 6

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

UP Strategic Wealth Investment Advisors's AAPL Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $591K and bringing the position to 21,804 shares worth $6.27M. The position accounts for 3.95% of the portfolio, ranked #6.

UP Strategic Wealth Investment Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 21,804 shares of Apple worth $6.27M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 2,270 Apple shares in Q1 2026, an estimated $591K.
  • Apple made up 3.95% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.