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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
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 $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

Clarion Wealth Managment Partners's AAPL Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its Apple (AAPL) stake by 2.8% in Q1 2026, selling an estimated $238K and leaving 31,361 shares worth $7.96M. The position accounts for 7.21% of the portfolio, ranked #4.

Clarion Wealth Managment Partners first reported a position in AAPL in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.77M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clarion Wealth Managment Partners held 31,361 shares of Apple worth $7.96M as of Q1 2026.
  • Clarion Wealth Managment Partners sold 914 Apple shares in Q1 2026, an estimated $238K.
  • Apple made up 7.21% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #4 holding.
  • Clarion Wealth Managment Partners first reported a position in Apple in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Apple position peaked at $8.77M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.