Strategic Wealth Investment Group, LLC / AAPL
Strategic Wealth Investment Group, LLC’s Apple Inc Position
Does Strategic Wealth Investment Group, LLC own Apple Inc (AAPL)? Yes — 100.4K shares worth $25M (+3.23% of its 13F portfolio) as of Q1 2026, down from 101.3K shares the prior filed quarter.
Position Value
$25M
Q1 2026
Shares
100.4K
% of Portfolio
+3.23%
Quarters Held
25
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 100.4K | $25M | +3.23% |
| Q4 2025 | 101.3K | $28M | +3.38% |
| Q3 2025 | 148.1K | $38M | +3.17% |
| Q2 2025 | 11.0K | $2M | +3.28% |
| Q1 2025 | 9.9K | $2M | +3.84% |
| Q4 2024 | 320.8K | $105M | +3.85% |
| Q3 2024 | 181.8K | $41M | +4.41% |
| Q2 2024 | 231.3K | $50M | +6.34% |
| Q4 2023 | 184.8K | $36M | +5.35% |
| Q3 2023 | 167.3K | $29M | +5.19% |
| Q2 2023 | 155.7K | $30M | +4.79% |
| Q1 2023 | 146.9K | $24M | +4.49% |
| Q4 2022 | 122.1K | $17M | +3.82% |
| Q3 2022 | 110.8K | $15M | +4.40% |
| Q2 2022 | 102.5K | $14M | +3.51% |
| Q1 2022 | 115.9K | $20M | +4.83% |
| Q4 2021 | 106.1K | $19M | +4.90% |
| Q3 2021 | 101.5K | $14M | +4.30% |
| Q2 2021 | 88.1K | $12M | +4.28% |
| Q1 2021 | 68.9K | $8M | +4.03% |
| Q4 2020 | 61.8K | $8M | +4.80% |
| Q3 2020 | 60.4K | $7M | +5.26% |
| Q2 2020 | 14.5K | $5M | +5.18% |
| Q1 2020 | 14.7K | $4M | +6.08% |
| Q4 2019 | 15.2K | $4M | +4.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of AAPL.