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Clarity Wealth Development’s Apple AAPL Stock Holding History

Clarity Wealth Development’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 		$3.76M Buy
13,005
+1,553
+14% +$444K 2.09% 13
2026
Q1 		$2.91M Sell
11,452
-40
-0.3% -$10.4K 2.37% 11
2025
Q4 		$3.12M Sell
11,492
-147
-1% -$39.5K 2.64% 11
2025
Q3 		$3.13M Sell
11,639
-1,598
-12% -$361K 2.83% 10
2025
Q2 		$2.72M Buy
13,237
+2
+0% +$404 2.7% 11
2025
Q1 		$2.81M Sell
13,235
-249
-2% -$57.7K 3.14% 10
2024
Q4 		$3.18M Buy
+13,484
New +$3.18M 3.45% 8

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

Clarity Wealth Development's AAPL Position: Q2 2026 in Review

Clarity Wealth Development increased its Apple (AAPL) stake by 14% in Q2 2026, buying an estimated $444K and bringing the position to 13,005 shares worth $3.76M. The position accounts for 2.09% of the portfolio, ranked #13.

Clarity Wealth Development first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clarity Wealth Development held 13,005 shares of Apple worth $3.76M as of Q2 2026.
  • Clarity Wealth Development bought 1,553 Apple shares in Q2 2026, an estimated $444K.
  • Apple made up 2.09% of Clarity Wealth Development's portfolio in Q2 2026, its #13 holding.
  • Clarity Wealth Development first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.