CFSG
AAPL icon

Clark Financial Services Group’s Apple AAPL Stock Holding History

Clark Financial Services Group’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 		$7.78M Sell
26,900
-2,379
-8% -$680K 3.67% 6
2026
Q1 		$7.43M Sell
29,279
-680
-2% -$177K 4.03% 6
2025
Q4 		$8.01M Sell
29,959
-2,485
-8% -$667K 4.26% 6
2025
Q3 		$8.26M Buy
32,444
+319
+1% +$72.1K 4.39% 6
2025
Q2 		$6.59M Sell
32,125
-217
-0.7% -$43.8K 4.05% 6
2025
Q1 		$7.18M Sell
32,342
-49
-0.2% -$11.4K 4.98% 6
2024
Q4 		$8.11M Buy
32,391
+59
+0.2% +$13.9K 6.2% 5
2024
Q3 		$7.53M Sell
32,332
-2,081
-6% -$465K 6.85% 5
2024
Q2 		$7.25M Sell
34,413
-2,509
-7% -$468K 7.64% 5
2024
Q1 		$6.33M Sell
36,922
-974
-3% -$177K 7.63% 4
2023
Q4 		$7.3M Sell
37,896
-260
-0.7% -$48K 9.35% 4
2023
Q3 		$6.53M Buy
38,156
+4,193
+12% +$769K 8.93% 4
2023
Q2 		$6.59M Sell
33,963
-95
-0.3% -$16.6K 8.9% 4
2023
Q1 		$5.62M Sell
34,058
-502
-1% -$74.1K 8.29% 4
2022
Q4 		$4.49M Buy
34,560
+1,187
+4% +$170K 5.16% 5
2022
Q3 		$4.61M Buy
+33,373
New +$5.24M 4.85% 5
2022
Q1 		$10.5M Sell
60,180
-140
-0.2% -$23.5K 7.71% 3
2021
Q4 		$10.7M Buy
60,320
+3,106
+5% +$491K 7.2% 3
2021
Q3 		$8.1M Buy
57,214
+5,455
+11% +$803K 6.23% 4
2021
Q2 		$7.09M Buy
51,759
+97
+0.2% +$12.6K 5.56% 6
2021
Q1 		$6.31M Buy
+51,662
New +$6.63M 5.34% 6
2020
Q2 		$4.5M Buy
+131,680
New +$10.2M 6.97% 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 Financial Services Group's AAPL Position: Q2 2026 in Review

Clark Financial Services Group reduced its Apple (AAPL) stake by 8.1% in Q2 2026, selling an estimated $680K and leaving 26,900 shares worth $7.78M. The position accounts for 3.67% of the portfolio, ranked #6.

Clark Financial Services Group first reported a position in AAPL in Q2 2020 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clark Financial Services Group held 26,900 shares of Apple worth $7.78M as of Q2 2026.
  • Clark Financial Services Group sold 2,379 Apple shares in Q2 2026, an estimated $680K.
  • Apple made up 3.67% of Clark Financial Services Group's portfolio in Q2 2026, its #6 holding.
  • Clark Financial Services Group first reported a position in Apple in Q2 2020 and has held it in 22 quarters since.
  • Clark Financial Services Group's Apple position peaked at $10.7M in Q4 2021.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.