Clarus Wealth 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 | $5.47M | Sell |
17,468
-9,892
| -36% | -$2.83M | 2.11% | 13 |
|
|
2026
Q1 | $6.94M | Sell |
27,360
-1,548
| -5% | -$403K | 2.96% | 9 |
|
|
2025
Q4 | $7.55M | Sell |
28,908
-1,351
| -4% | -$363K | 3.13% | 8 |
|
|
2025
Q3 | $7.81M | Sell |
30,259
-1,630
| -5% | -$368K | 3.45% | 8 |
|
|
2025
Q2 | $6.7M | Sell |
31,889
-7,031
| -18% | -$1.42M | 3.1% | 9 |
|
|
2025
Q1 | $7.74M | Buy |
38,920
+984
| +3% | +$228K | 4.14% | 6 |
|
|
2024
Q4 | $8.89M | Buy |
37,936
+1,063
| +3% | +$251K | 4.43% | 3 |
|
|
2024
Q3 | $8.17M | Sell |
36,873
-741
| -2% | -$165K | 4.16% | 4 |
|
|
2024
Q2 | $8.76M | Sell |
37,614
-6,300
| -14% | -$1.17M | 4.66% | 3 |
|
|
2024
Q1 | $7.37M | Sell |
43,914
-1,307
| -3% | -$238K | 4.17% | 4 |
|
|
2023
Q4 | $8.53M | Buy |
+45,221
| New | +$8.35M | 5.05% | 3 |
|
|
2023
Q2 | $8.81M | Sell |
46,185
-1,831
| -4% | -$319K | 5.35% | 3 |
|
|
2023
Q1 | $7.91M | Sell |
48,016
-6,223
| -11% | -$918K | 4.97% | 3 |
|
|
2022
Q4 | $7.09M | Sell |
54,239
-1,159
| -2% | -$166K | 4.65% | 3 |
|
|
2022
Q3 | $7.78M | Sell |
55,398
-34
| -0.1% | -$5.34K | 5.55% | 2 |
|
|
2022
Q2 | $8.03M | Sell |
55,432
-1,007
| -2% | -$152K | 5.65% | 2 |
|
|
2022
Q1 | $9.36M | Sell |
56,439
-1,234
| -2% | -$208K | 5.82% | 2 |
|
|
2021
Q4 | $10.1M | Sell |
57,673
-1,489
| -3% | -$235K | 5.82% | 4 |
|
|
2021
Q3 | $8.35M | Sell |
59,162
-747
| -1% | -$110K | 5.14% | 5 |
|
|
2021
Q2 | $8.66M | Buy |
59,909
+156
| +0.3% | +$20.2K | 5.42% | 4 |
|
|
2021
Q1 | $7.95M | Sell |
59,753
-4,946
| -8% | -$635K | 4.98% | 4 |
|
|
2020
Q4 | $8.35M | Sell |
64,699
-1,025
| -2% | -$123K | 5.55% | 4 |
|
|
2020
Q3 | $7.44M | Buy |
65,724
+1,188
| +2% | +$130K | 5.76% | 4 |
|
|
2020
Q2 | $6.01M | Sell |
64,536
-8,416
| -12% | -$652K | 5.06% | 4 |
|
|
2020
Q1 | $4.4M | Sell |
72,952
-2,056
| -3% | -$151K | 4.4% | 4 |
|
|
2019
Q4 | $5.81M | Sell |
75,008
-1,704
| -2% | -$110K | 3.84% | 6 |
|
|
2019
Q3 | $4.29M | Buy |
76,712
+3,076
| +4% | +$161K | 3.14% | 10 |
|
|
2019
Q2 | $3.64M | Buy |
73,636
+1,640
| +2% | +$79.9K | 2.63% | 9 |
|
|
2019
Q1 | $3.42M | Buy |
71,996
+1,568
| +2% | +$66.5K | 2.56% | 10 |
|
|
2018
Q4 | $2.78M | Sell |
70,428
-4,044
| -5% | -$196K | 4.37% | 2 |
|
|
2018
Q3 | $4.2M | Buy |
74,472
+5,232
| +8% | +$272K | 2.74% | 7 |
|
|
2018
Q2 | $2.9M | Hold |
69,240
| – | – | 2.2% | 9 |
|
|
2018
Q1 | $2.9M | Sell |
69,240
-1,932
| -3% | -$83.2K | 2.68% | 9 |
|
|
2017
Q4 | $3.01M | Buy |
+71,172
| New | +$2.97M | 2.9% | 9 |
|
Other funds holding AAPL
Clarus Wealth Advisors's AAPL Position: Q2 2026 in Review
Clarus Wealth Advisors reduced its Apple (AAPL) stake by 36% in Q2 2026, selling an estimated $2.83M and leaving 17,468 shares worth $5.47M. The position accounts for 2.11% of the portfolio, ranked #13.
Clarus Wealth Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.1M in Q4 2021. 3,103 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Clarus Wealth Advisors held 17,468 shares of Apple worth $5.47M as of Q2 2026.
- Clarus Wealth Advisors sold 9,892 Apple shares in Q2 2026, an estimated $2.83M.
- Apple made up 2.11% of Clarus Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Clarus Wealth Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Clarus Wealth Advisors's Apple position peaked at $10.1M in Q4 2021.
- 3,103 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.