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Clarion Wealth Managment Partners’s Apple AAPL Stock Holding History

Clarion Wealth Managment Partners’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 		$9.16M Buy
31,640
+279
+0.9% +$79.8K 7.39% 3
2026
Q1 		$7.96M Sell
31,361
-914
-3% -$238K 7.21% 4
2025
Q4 		$8.77M Buy
32,275
+16
+0% +$4.29K 8.12% 2
2025
Q3 		$8.21M Sell
32,259
-3,974
-11% -$898K 8.11% 2
2025
Q2 		$7.43M Buy
+36,233
New +$7.32M 8.14% 2

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

Clarion Wealth Managment Partners's AAPL Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Apple (AAPL) stake by 0.89% in Q2 2026, buying an estimated $79.8K and bringing the position to 31,640 shares worth $9.16M. The position accounts for 7.39% of the portfolio, ranked #3.

Clarion Wealth Managment Partners first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clarion Wealth Managment Partners held 31,640 shares of Apple worth $9.16M as of Q2 2026.
  • Clarion Wealth Managment Partners bought 279 Apple shares in Q2 2026, an estimated $79.8K.
  • Apple made up 7.39% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #3 holding.
  • Clarion Wealth Managment Partners first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.