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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
Q2 		$5.97M Buy
20,634
+715
+4% +$205K 4.18% 5
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 $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

White Knight Strategic Wealth Advisors's AAPL Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $205K and bringing the position to 20,634 shares worth $5.97M. The position accounts for 4.18% of the portfolio, ranked #5.

White Knight Strategic Wealth Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q4 2024. 6,133 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 20,634 shares of Apple worth $5.97M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 715 Apple shares in Q2 2026, an estimated $205K.
  • Apple made up 4.18% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Apple position peaked at $11M in Q4 2024.
  • 6,133 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.