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CLA (CliftonLarsonAllen) Wealth Advisors’s Apple AAPL Stock Holding History

CLA (CliftonLarsonAllen) 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 		$50.8M Buy
175,697
+5,893
+3% +$1.69M 0.67% 25
2026
Q1 		$43.1M Sell
169,804
-7,626
-4% -$1.98M 0.63% 28
2025
Q4 		$48.2M Buy
177,430
+9,435
+6% +$2.53M 0.73% 28
2025
Q3 		$42.8M Sell
167,995
-5,125
-3% -$1.16M 0.68% 31
2025
Q2 		$35.5M Buy
173,120
+1,060
+0.6% +$214K 0.6% 34
2025
Q1 		$38.2M Buy
172,060
+144
+0.1% +$33.4K 0.71% 31
2024
Q4 		$43.1M Buy
171,916
+1,589
+0.9% +$374K 0.83% 28
2024
Q3 		$39.7M Buy
170,327
+74,306
+77% +$16.6M 0.91% 29
2024
Q2 		$20.2M Buy
96,021
+3,117
+3% +$581K 0.43% 39
2024
Q1 		$15.9M Buy
92,904
+12,288
+15% +$2.23M 0.36% 45
2023
Q4 		$15.5M Buy
80,616
+3,075
+4% +$568K 0.39% 44
2023
Q3 		$13.3M Sell
77,541
-1,114
-1% -$204K 0.37% 45
2023
Q2 		$15.3M Sell
78,655
-7,290
-8% -$1.27M 0.43% 45
2023
Q1 		$14.2M Buy
85,945
+8,281
+11% +$1.22M 0.42% 46
2022
Q4 		$10.1M Buy
77,664
+9,622
+14% +$1.38M 0.38% 45
2022
Q3 		$9.4M Buy
68,042
+1,123
+2% +$176K 1.16% 14
2022
Q2 		$9.15M Sell
66,919
-5,209
-7% -$789K 0.38% 42
2022
Q1 		$12.6M Sell
72,128
-1,024
-1% -$172K 0.45% 41
2021
Q4 		$13M Buy
73,152
+299
+0.4% +$47.3K 0.47% 41
2021
Q3 		$10.3M Sell
72,853
-14,096
-16% -$2.08M 0.4% 42
2021
Q2 		$11.9M Sell
86,949
-7,374
-8% -$955K 0.49% 39
2021
Q1 		$11.5M Sell
94,323
-46,373
-33% -$5.95M 0.54% 36
2020
Q4 		$18.7M Buy
140,696
+3,850
+3% +$463K 0.92% 34
2020
Q3 		$15.8M Sell
136,846
-355,562
-72% -$38.8M 0.89% 33
2020
Q2 		$44.9M Buy
+492,408
New +$38.2M 2.74% 8
2019
Q4 		$10.7M Sell
146,180
-9,760
-6% -$628K 0.85% 22
2019
Q3 		$8.73M Buy
155,940
+91,284
+141% +$4.77M 0.76% 26
2019
Q2 		$3.2M Buy
64,656
+804
+1% +$39.2K 0.32% 51
2019
Q1 		$3.03M Sell
63,852
-7,372
-10% -$313K 0.33% 48
2018
Q4 		$2.81M Sell
71,224
-496
-0.7% -$24K 0.28% 55
2018
Q3 		$4.05M Buy
71,720
+272
+0.4% +$14.2K 0.38% 43
2018
Q2 		$3.31M Buy
71,448
+15,512
+28% +$703K 0.32% 49
2018
Q1 		$2.35M Sell
55,936
-1,324
-2% -$57K 0.23% 57
2017
Q4 		$2.42M Buy
57,260
+48
+0.1% +$2.01K 0.25% 54
2017
Q3 		$2.2M Sell
57,212
-256
-0.4% -$9.93K 0.23% 53
2017
Q2 		$2.07M Sell
57,468
-20,908
-27% -$773K 0.23% 53
2017
Q1 		$2.81M Sell
78,376
-4,436
-5% -$146K 0.32% 44
2016
Q4 		$2.4M Buy
82,812
+24,816
+43% +$704K 0.27% 52
2016
Q3 		$1.64M Sell
57,996
-2,820
-5% -$74.6K 0.2% 62
2016
Q2 		$1.45M Buy
60,816
+7,164
+13% +$178K 0.21% 63
2016
Q1 		$1.46M Sell
53,652
-10,480
-16% -$261K 0.23% 62
2015
Q4 		$1.69M Buy
64,132
+2,240
+4% +$64K 0.28% 58
2015
Q3 		$1.71M Buy
61,892
+23,284
+60% +$683K 0.32% 56
2015
Q2 		$1.21M Buy
+38,608
New +$1.23M 0.24% 57

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

CLA (CliftonLarsonAllen) Wealth Advisors's AAPL Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Apple (AAPL) stake by 3.5% in Q2 2026, buying an estimated $1.69M and bringing the position to 175,697 shares worth $50.8M. The position accounts for 0.67% of the portfolio, ranked #25.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AAPL in Q2 2015 and has held it in 44 quarters since. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 175,697 shares of Apple worth $50.8M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 5,893 Apple shares in Q2 2026, an estimated $1.69M.
  • Apple made up 0.67% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Apple in Q2 2015 and has held it in 44 quarters since.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.