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Claris Financial’s Apple AAPL Stock Holding History

Claris Financial’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 		$8.56M Sell
33,714
-864
-2% -$225K 4.68% 3
2025
Q4 		$9.4M Sell
34,578
-536
-2% -$144K 5% 3
2025
Q3 		$8.94M Buy
35,114
+12,124
+53% +$2.74M 5.08% 4
2025
Q2 		$4.72M Sell
22,990
-13,218
-37% -$2.67M 3.55% 6
2025
Q1 		$9.07M Hold
36,208
– – 5.96% 2
2024
Q4 		$9.07M Buy
+36,208
New +$8.53M 5.96% 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

Claris Financial's AAPL Position: Q1 2026 in Review

Claris Financial reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $225K and leaving 33,714 shares worth $8.56M. The position accounts for 4.68% of the portfolio, ranked #3.

Claris Financial first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.4M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Claris Financial held 33,714 shares of Apple worth $8.56M as of Q1 2026.
  • Claris Financial sold 864 Apple shares in Q1 2026, an estimated $225K.
  • Apple made up 4.68% of Claris Financial's portfolio in Q1 2026, its #3 holding.
  • Claris Financial first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Apple position peaked at $9.4M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.