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White Knight Strategic Wealth Advisors’s Apple AAPL Stock Holding History

White Knight Strategic 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 		$5.06M Sell
19,919
-1,567
-7% -$408K 4.26% 5
2025
Q4 		$5.84M Buy
21,486
+689
+3% +$185K 4.27% 4
2025
Q3 		$5.3M Sell
20,797
-1,126
-5% -$254K 4.17% 5
2025
Q2 		$4.5M Sell
21,923
-14
-0.1% -$2.83K 3.83% 6
2025
Q1 		$4.87M Sell
21,937
-22,070
-50% -$5.11M 4.49% 3
2024
Q4 		$11M Buy
44,007
+21,737
+98% +$5.12M 4.61% 5
2024
Q3 		$5.19M Sell
22,270
-146
-0.7% -$32.6K 4.7% 3
2024
Q2 		$4.72M Buy
22,416
+70
+0.3% +$13.1K 4.71% 4
2024
Q1 		$3.83M Sell
22,346
-60
-0.3% -$10.9K 3.98% 5
2023
Q4 		$4.31M Sell
22,406
-696
-3% -$129K 4.96% 3
2023
Q3 		$3.96M Sell
23,102
-1,509
-6% -$277K 5.22% 3
2023
Q2 		$4.77M Sell
24,611
-1,025
-4% -$179K 5.59% 3
2023
Q1 		$4.23M Sell
25,636
-769
-3% -$113K 5.31% 3
2022
Q4 		$3.43M Sell
26,405
-164
-0.6% -$23.4K 4.71% 3
2022
Q3 		$3.67M Sell
26,569
-546
-2% -$85.7K 5.26% 4
2022
Q2 		$3.71M Buy
27,115
+180
+0.7% +$27.3K 5.12% 4
2022
Q1 		$4.7M Buy
26,935
+5
+0% +$841 5.09% 4
2021
Q4 		$4.78M Buy
+26,930
New +$4.26M 5% 4

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

White Knight Strategic Wealth Advisors's AAPL Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its Apple (AAPL) stake by 7.3% in Q1 2026, selling an estimated $408K and leaving 19,919 shares worth $5.06M. The position accounts for 4.26% of the portfolio, ranked #5.

White Knight Strategic Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 19,919 shares of Apple worth $5.06M as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 1,567 Apple shares in Q1 2026, an estimated $408K.
  • Apple made up 4.26% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's Apple position peaked at $11M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.