Strategic Investment Advisors MI Reduces Apple Holdings

The fund sold nearly 4,000 shares of the iPhone maker in Q3 2025.

Mar. 22, 2026 at 11:34am

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Strategic Investment Advisors MI, a financial advisory firm, reduced its holdings in Apple Inc. (NASDAQ:AAPL) by 5.0% in the third quarter of 2025. The fund now owns 75,335 shares of the iPhone maker's stock, worth approximately $19.18 million.

Why it matters

Apple is one of the most widely held stocks among institutional investors, so changes in ownership by major funds can provide insights into market sentiment around the company. This reduction in holdings by Strategic Investment Advisors MI may signal some investor concerns, though the firm still maintains a sizable position in Apple.

The details

According to the report, Strategic Investment Advisors MI sold 3,929 shares of Apple stock during the third quarter. The firm now holds a total of 75,335 shares, making up around 1.5% of its overall portfolio. Apple remains the 16th largest holding for the investment advisory firm.

  • Strategic Investment Advisors MI reduced its Apple holdings in the 3rd quarter of 2025.

The players

Strategic Investment Advisors MI

A financial advisory firm that manages investments for its clients.

Apple Inc.

A multinational technology company headquartered in Cupertino, California, known for products like the iPhone, iPad, and Mac computers.

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The takeaway

This reduction in Apple holdings by a major investment firm suggests there may be some investor uncertainty around the tech giant, though it remains a significant position in the firm's portfolio. Analysts will likely watch for any further changes in institutional ownership of Apple stock in the coming quarters.