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Clark Asset Management’s Apple AAPL Stock Holding History

Clark Asset Management’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 		$34.2M Buy
118,130
+6,714
+6% +$1.92M 2.68% 9
2026
Q1 		$28.3M Buy
111,416
+10,891
+11% +$2.83M 2.66% 9
2025
Q4 		$27.3M Buy
100,525
+12,544
+14% +$3.37M 2.84% 9
2025
Q3 		$22.4M Sell
87,981
-5,213
-6% -$1.18M 2.6% 8
2025
Q2 		$19.1M Buy
93,194
+26,520
+40% +$5.36M 2.61% 8
2025
Q1 		$14.8M Buy
66,674
+4,056
+6% +$940K 2.48% 9
2024
Q4 		$15.7M Sell
62,618
-6,297
-9% -$1.48M 2.93% 9
2024
Q3 		$16.1M Sell
68,915
-2,794
-4% -$624K 3.45% 8
2024
Q2 		$15.1M Buy
71,709
+5,338
+8% +$995K 4.18% 7
2024
Q1 		$11.4M Sell
66,371
-2,990
-4% -$544K 3.5% 9
2023
Q4 		$13.4M Sell
69,361
-11,399
-14% -$2.1M 4.89% 6
2023
Q3 		$13.8M Sell
80,760
-107
-0.1% -$19.6K 5.95% 4
2023
Q2 		$15.7M Buy
80,867
+3,634
+5% +$633K 7.36% 4
2023
Q1 		$12.7M Buy
77,233
+2,374
+3% +$350K 7.62% 4
2022
Q4 		$9.73M Buy
+74,859
New +$10.7M 6.99% 4

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

Clark Asset Management's AAPL Position: Q2 2026 in Review

Clark Asset Management increased its Apple (AAPL) stake by 6% in Q2 2026, buying an estimated $1.92M and bringing the position to 118,130 shares worth $34.2M. The position accounts for 2.68% of the portfolio, ranked #9.

Clark Asset Management first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clark Asset Management held 118,130 shares of Apple worth $34.2M as of Q2 2026.
  • Clark Asset Management bought 6,714 Apple shares in Q2 2026, an estimated $1.92M.
  • Apple made up 2.68% of Clark Asset Management's portfolio in Q2 2026, its #9 holding.
  • Clark Asset Management first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.