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Claris Advisors’s Apple AAPL Stock Holding History

Claris 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
Q1 		$1.59M Sell
6,270
-67
-1% -$17.4K 0.48% 26
2025
Q4 		$1.72M Sell
6,337
-828
-12% -$222K 0.53% 26
2025
Q3 		$1.47M Hold
7,165
– – 0.51% 26
2025
Q2 		$1.47M Sell
7,165
-3,435
-32% -$694K 0.51% 26
2025
Q1 		$2.35M Sell
10,600
-1,945
-16% -$451K 0.88% 20
2024
Q4 		$3.14M Buy
12,545
+3,948
+46% +$930K 1.18% 15
2024
Q3 		$2M Buy
8,597
+218
+3% +$48.7K 0.87% 17
2024
Q2 		$1.76M Buy
8,379
+127
+2% +$23.7K 0.91% 17
2024
Q1 		$1.42M Buy
8,252
+7
+0.1% +$1.27K 0.71% 19
2023
Q4 		$1.59M Sell
8,245
-8
-0.1% -$1.48K 0.88% 17
2023
Q3 		$1.41M Sell
8,253
-8
-0.1% -$1.47K 0.9% 16
2023
Q2 		$1.6M Sell
8,261
-179
-2% -$31.2K 1.11% 13
2023
Q1 		$1.39M Sell
8,440
-4,050
-32% -$598K 1.03% 14
2022
Q4 		$1.62M Sell
12,490
-61
-0.5% -$8.72K 1.54% 11
2022
Q3 		$1.74M Sell
12,551
-23
-0.2% -$3.61K 1.99% 9
2022
Q2 		$1.72M Sell
12,574
-46
-0.4% -$6.97K 1.86% 10
2022
Q1 		$2.2M Buy
12,620
+711
+6% +$120K 2.35% 8
2021
Q4 		$2.12M Buy
+11,909
New +$1.88M 2.24% 9

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

Claris Advisors's AAPL Position: Q1 2026 in Review

Claris Advisors reduced its Apple (AAPL) stake by 1.1% in Q1 2026, selling an estimated $17.4K and leaving 6,270 shares worth $1.59M. The position accounts for 0.48% of the portfolio, ranked #26.

Claris Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.14M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Claris Advisors held 6,270 shares of Apple worth $1.59M as of Q1 2026.
  • Claris Advisors sold 67 Apple shares in Q1 2026, an estimated $17.4K.
  • Apple made up 0.48% of Claris Advisors's portfolio in Q1 2026, its #26 holding.
  • Claris Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Claris Advisors's Apple position peaked at $3.14M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.