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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
Q2 		$15.3M Sell
52,922
-603
-1% -$172K 7.16% 1
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 $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

Cladis Investment Advisory's AAPL Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $172K and leaving 52,922 shares worth $15.3M. The position accounts for 7.16% of the portfolio, ranked #1.

Cladis Investment Advisory first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cladis Investment Advisory held 52,922 shares of Apple worth $15.3M as of Q2 2026.
  • Cladis Investment Advisory sold 603 Apple shares in Q2 2026, an estimated $172K.
  • Apple made up 7.16% of Cladis Investment Advisory's portfolio in Q2 2026, its #1 holding.
  • Cladis Investment Advisory first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.