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Clarity Financial’s Apple AAPL Stock Holding History

Clarity 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
Q2 		$43.5M Buy
150,242
+39,502
+36% +$11.3M 3.69% 10
2026
Q1 		$28.1M Buy
110,740
+93,936
+559% +$24.4M 3.06% 11
2025
Q4 		$4.57M Sell
16,804
-1,247
-7% -$335K 0.42% 39
2025
Q3 		$4.6M Buy
18,051
+1,748
+11% +$395K 0.46% 37
2025
Q2 		$3.34M Sell
16,303
-144,830
-90% -$29.2M 0.36% 40
2025
Q1 		$35.8M Buy
161,133
+19,556
+14% +$4.53M 4.12% 5
2024
Q4 		$35.5M Sell
141,577
-4,545
-3% -$1.07M 4.24% 5
2024
Q3 		$34M Buy
146,122
+4,873
+3% +$1.09M 3.95% 4
2024
Q2 		$29.7M Buy
141,249
+2,549
+2% +$475K 4.39% 4
2024
Q1 		$23.8M Buy
138,700
+18,626
+16% +$3.39M 3.6% 7
2023
Q4 		$23.1M Sell
120,074
-15,344
-11% -$2.83M 4.01% 6
2023
Q3 		$23.2M Buy
135,418
+83,673
+162% +$15.3M 3.89% 4
2023
Q2 		$10M Buy
51,745
+48,800
+1,657% +$8.5M 1.43% 20
2023
Q1 		$486K Sell
2,945
-41,680
-93% -$6.15M 1.79% 19
2022
Q4 		$5.8M Sell
44,625
-1,300
-3% -$186K 1.12% 20
2022
Q3 		$6.35M Buy
45,925
+7,059
+18% +$1.11M 1.48% 18
2022
Q2 		$5.31M Sell
38,866
-16,841
-30% -$2.55M 1.15% 28
2022
Q1 		$9.73M Sell
55,707
-6,308
-10% -$1.06M 1.97% 15
2021
Q4 		$11M Sell
62,015
-14,587
-19% -$2.31M 1.72% 15
2021
Q3 		$10.8M Buy
76,602
+10,101
+15% +$1.49M 1.76% 13
2021
Q2 		$9.11M Sell
66,501
-13,306
-17% -$1.72M 1.75% 13
2021
Q1 		$9.75M Buy
79,807
+37,640
+89% +$4.83M 1.97% 9
2020
Q4 		$5.59M Buy
+42,167
New +$5.07M 1.34% 18

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clarity Financial's AAPL Position: Q2 2026 in Review

Clarity Financial increased its Apple (AAPL) stake by 36% in Q2 2026, buying an estimated $11.3M and bringing the position to 150,242 shares worth $43.5M. The position accounts for 3.69% of the portfolio, ranked #10.

Clarity Financial first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,653 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clarity Financial held 150,242 shares of Apple worth $43.5M as of Q2 2026.
  • Clarity Financial bought 39,502 Apple shares in Q2 2026, an estimated $11.3M.
  • Apple made up 3.69% of Clarity Financial's portfolio in Q2 2026, its #10 holding.
  • Clarity Financial first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,653 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.