Clark Wealth Partners
AAPL icon

Clark Wealth Partners’s Apple AAPL Stock Holding History

Clark Wealth Partners’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
Q3 		$1.71M Buy
5,126
+462
+10% +$148K 0.89% 16
2026
Q2 		$1.35M Buy
4,664
+178
+4% +$50.9K 0.76% 17
2026
Q1 		$1.14M Sell
4,486
-12
-0.3% -$3.12K 0.76% 17
2025
Q4 		$1.22M Hold
4,498
– – 0.74% 20
2025
Q3 		$1.22M Sell
4,498
-96
-2% -$21.7K 0.74% 20
2025
Q2 		$942K Sell
4,594
-62
-1% -$12.5K 0.64% 22
2025
Q1 		$1.03M Buy
4,656
+625
+16% +$145K 0.77% 18
2024
Q4 		$1.01M Buy
+4,031
New +$950K 0.78% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clark Wealth Partners's AAPL Position: Q3 2026 in Review

Clark Wealth Partners increased its Apple (AAPL) stake by 9.9% in Q3 2026, buying an estimated $148K and bringing the position to 5,126 shares worth $1.71M. The position accounts for 0.89% of the portfolio, ranked #16.

Clark Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Clark Wealth Partners held 5,126 shares of Apple worth $1.71M as of Q3 2026.
  • Clark Wealth Partners bought 462 Apple shares in Q3 2026, an estimated $148K.
  • Apple made up 0.89% of Clark Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Clark Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.