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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
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 $6.73T 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's AAPL Position: Q2 2026 in Review

Clark Wealth Partners increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $50.9K and bringing the position to 4,664 shares worth $1.35M. The position accounts for 0.76% of the portfolio, ranked #17.

Clark Wealth Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 5,890 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clark Wealth Partners held 4,664 shares of Apple worth $1.35M as of Q2 2026.
  • Clark Wealth Partners bought 178 Apple shares in Q2 2026, an estimated $50.9K.
  • Apple made up 0.76% of Clark Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Clark Wealth Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 5,890 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.