Claro Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.3M | Buy |
97,879
+258
| +0.3% | +$73.8K | 2.97% | 5 |
|
|
2026
Q1 | $24.8M | Buy |
97,621
+8,820
| +10% | +$2.3M | 2.98% | 5 |
|
|
2025
Q4 | $24.1M | Sell |
88,801
-1,162
| -1% | -$312K | 3.29% | 4 |
|
|
2025
Q3 | $22.9M | Sell |
89,963
-8,912
| -9% | -$2.01M | 3.34% | 3 |
|
|
2025
Q2 | $20.3M | Sell |
98,875
-26,828
| -21% | -$5.42M | 3.35% | 4 |
|
|
2025
Q1 | $27.9M | Buy |
125,703
+1,484
| +1% | +$344K | 3.74% | 3 |
|
|
2024
Q4 | $31.1M | Buy |
124,219
+953
| +0.8% | +$225K | 4.2% | 2 |
|
|
2024
Q3 | $28.7M | Buy |
123,266
+5,117
| +4% | +$1.14M | 3.71% | 2 |
|
|
2024
Q2 | $24.9M | Buy |
118,149
+3,098
| +3% | +$578K | 3.88% | 2 |
|
|
2024
Q1 | $19.7M | Sell |
115,051
-749
| -0.6% | -$136K | 3.43% | 4 |
|
|
2023
Q4 | $22.3M | Buy |
115,800
+3,754
| +3% | +$693K | 4.83% | 2 |
|
|
2023
Q3 | $19.2M | Sell |
112,046
-1,456
| -1% | -$267K | 4.8% | 2 |
|
|
2023
Q2 | $22M | Sell |
113,502
-633
| -0.6% | -$110K | 5.47% | 2 |
|
|
2023
Q1 | $18.8M | Buy |
114,135
+8,917
| +8% | +$1.32M | 5.53% | 2 |
|
|
2022
Q4 | $13.7M | Buy |
105,218
+4,702
| +5% | +$672K | 4.47% | 2 |
|
|
2022
Q3 | $13.7M | Hold |
100,516
| – | – | 5.46% | 2 |
|
|
2022
Q2 | $13.7M | Buy |
100,516
+2,119
| +2% | +$321K | 5.46% | 2 |
|
|
2022
Q1 | $17.5M | Hold |
98,397
| – | – | 6.29% | 1 |
|
|
2021
Q4 | $17.5M | Sell |
98,397
-26
| -0% | -$4.11K | 6.29% | 1 |
|
|
2021
Q3 | $13.9M | Buy |
98,423
+4,476
| +5% | +$659K | 5.86% | 1 |
|
|
2021
Q2 | $12.9M | Buy |
93,947
+783
| +0.8% | +$101K | 5.79% | 1 |
|
|
2021
Q1 | $11.4M | Buy |
93,164
+131
| +0.1% | +$16.8K | 5.76% | 1 |
|
|
2020
Q4 | $12.3M | Buy |
93,033
+1,176
| +1% | +$141K | 6.56% | 1 |
|
|
2020
Q3 | $10.6M | Sell |
91,857
-2,675
| -3% | -$292K | 6.74% | 1 |
|
|
2020
Q2 | $8.62M | Sell |
94,532
-1,228
| -1% | -$95.2K | 5.93% | 1 |
|
|
2020
Q1 | $6.09M | Sell |
95,760
-1,600
| -2% | -$118K | 5.68% | 1 |
|
|
2019
Q4 | $7.15M | Buy |
97,360
+11,420
| +13% | +$735K | 5.5% | 2 |
|
|
2019
Q3 | $4.81M | Sell |
85,940
-3,544
| -4% | -$185K | 4.27% | 2 |
|
|
2019
Q2 | $4.43M | Buy |
89,484
+2,704
| +3% | +$132K | 4.09% | 2 |
|
|
2019
Q1 | $4.12M | Sell |
86,780
-2,064
| -2% | -$87.5K | 4.08% | 2 |
|
|
2018
Q4 | $5.01M | Buy |
+88,844
| New | +$4.31M | 4.01% | 2 |
|
Other funds holding AAPL
Claro Advisors's AAPL Position: Q2 2026 in Review
Claro Advisors increased its Apple (AAPL) stake by 0.26% in Q2 2026, buying an estimated $73.8K and bringing the position to 97,879 shares worth $28.3M. The position accounts for 2.97% of the portfolio, ranked #5.
Claro Advisors first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.1M in Q4 2024. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Claro Advisors held 97,879 shares of Apple worth $28.3M as of Q2 2026.
- Claro Advisors bought 258 Apple shares in Q2 2026, an estimated $73.8K.
- Apple made up 2.97% of Claro Advisors's portfolio in Q2 2026, its #5 holding.
- Claro Advisors first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Apple position peaked at $31.1M in Q4 2024.
- 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.