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Cladis Investment Advisory’s Apple AAPL Stock Holding History

Cladis Investment Advisory’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 		$13.6M Sell
53,525
-2,400
-4% -$625K 7.47% 1
2025
Q4 		$15.2M Sell
55,925
-124
-0.2% -$33.3K 8.32% 1
2025
Q3 		$14.3M Hold
56,049
– – 8.17% 1
2025
Q2 		$11.5M Buy
56,049
+190
+0.3% +$38.4K 7.21% 1
2025
Q1 		$12.4M Sell
55,859
-400
-0.7% -$92.7K 8.98% 1
2024
Q4 		$14.1M Sell
56,259
-5,700
-9% -$1.34M 9.99% 1
2024
Q3 		$14.4M Sell
61,959
-3,700
-6% -$826K 10% 1
2024
Q2 		$13.8M Sell
65,659
-207
-0.3% -$38.6K 10.03% 1
2024
Q1 		$11.3M Sell
65,866
-445
-0.7% -$80.9K 8.29% 1
2023
Q4 		$12.8M Buy
66,311
+215
+0.3% +$39.7K 10.03% 1
2023
Q3 		$11.3M Buy
66,096
+1,845
+3% +$338K 9.91% 1
2023
Q2 		$12.5M Sell
64,251
-857
-1% -$149K 10.83% 1
2023
Q1 		$10.7M Sell
65,108
-940
-1% -$139K 9.65% 1
2022
Q4 		$8.58M Buy
66,048
+760
+1% +$109K 8.54% 1
2022
Q3 		$9.02M Buy
65,288
+10
+0% +$1.57K 9.77% 1
2022
Q2 		$8.92M Sell
65,278
-583
-0.9% -$88.3K 8.92% 1
2022
Q1 		$11.5M Sell
65,861
-100
-0.2% -$16.8K 9.31% 1
2021
Q4 		$11.7M Buy
+65,961
New +$10.4M 9.39% 1

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

Cladis Investment Advisory's AAPL Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $625K and leaving 53,525 shares worth $13.6M. The position accounts for 7.47% of the portfolio, ranked #1.

Cladis Investment Advisory first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.2M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Cladis Investment Advisory held 53,525 shares of Apple worth $13.6M as of Q1 2026.
  • Cladis Investment Advisory sold 2,400 Apple shares in Q1 2026, an estimated $625K.
  • Apple made up 7.47% of Cladis Investment Advisory's portfolio in Q1 2026, its #1 holding.
  • Cladis Investment Advisory first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Cladis Investment Advisory's Apple position peaked at $15.2M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.