Clark & Stuart Inc’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.06M Sell
9,191
-332
-3% -$107K 1.88% 19
2026
Q2
$2.76M Buy
9,523
+50
+0.5% +$14.3K 1.73% 18
2026
Q1
$2.4M Sell
9,473
-31
-0.3% -$8.07K 1.62% 21
2025
Q4
$2.58M Sell
9,504
-21
-0.2% -$5.64K 1.78% 19
2025
Q3
$2.43M Sell
9,525
-55
-0.6% -$12.4K 1.73% 19
2025
Q2
$1.97M Buy
9,580
+859
+10% +$173K 1.48% 21
2025
Q1
$1.94M Hold
8,721
– – 1.41% 21
2024
Q4
$2.18M Buy
+8,721
New +$2.06M 1.6% 21

Other funds holding AAPL

Clark & Stuart Inc's AAPL Position: Q3 2026 in Review

Clark & Stuart Inc reduced its Apple (AAPL) stake by 3.5% in Q3 2026, selling an estimated $107K and leaving 9,191 shares worth $3.06M. The position accounts for 1.88% of the portfolio, ranked #19.

Clark & Stuart Inc first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Clark & Stuart Inc held 9,191 shares of Apple worth $3.06M as of Q3 2026.
  • Clark & Stuart Inc sold 332 Apple shares in Q3 2026, an estimated $107K.
  • Apple made up 1.88% of Clark & Stuart Inc's portfolio in Q3 2026, its #19 holding.
  • Clark & Stuart Inc first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.