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Clay Northam Wealth Management’s Apple AAPL Stock Holding History

Clay Northam Wealth Management’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 		$14.8M Sell
51,234
-369
-0.7% -$106K 7.29% 3
2026
Q1 		$13.1M Sell
51,603
-1,455
-3% -$379K 7.35% 3
2025
Q4 		$14.4M Sell
53,058
-956
-2% -$257K 8.01% 3
2025
Q3 		$13.8M Sell
54,014
-831
-2% -$188K 7.86% 3
2025
Q2 		$11.3M Sell
54,845
-770
-1% -$156K 7.19% 4
2025
Q1 		$12.4M Sell
55,615
-1,228
-2% -$284K 8.64% 2
2024
Q4 		$14.2M Sell
56,843
-220
-0.4% -$51.8K 9.19% 2
2024
Q3 		$13.3M Sell
57,063
-15
-0% -$3.35K 9.15% 2
2024
Q2 		$12M Buy
57,078
+1
+0% +$186 9.12% 2
2024
Q1 		$9.79M Sell
57,077
-332
-0.6% -$60.4K 7.88% 4
2023
Q4 		$11.1M Buy
57,409
+648
+1% +$120K 9.83% 1
2023
Q3 		$9.72M Sell
56,761
-166
-0.3% -$30.4K 9.65% 1
2023
Q2 		$11M Buy
56,927
+54
+0.1% +$9.41K 10.5% 1
2023
Q1 		$9.38M Sell
56,873
-371
-0.6% -$54.7K 9.65% 2
2022
Q4 		$7.44M Sell
57,244
-186
-0.3% -$26.6K 8.56% 3
2022
Q3 		$7.94M Sell
57,430
-107
-0.2% -$16.8K 9.9% 2
2022
Q2 		$7.87M Sell
57,537
-4,889
-8% -$740K 9.8% 2
2022
Q1 		$10.9M Buy
62,426
+73
+0.1% +$12.3K 11.04% 1
2021
Q4 		$11.1M Buy
+62,353
New +$9.85M 10.43% 1

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Clay Northam Wealth Management's AAPL Position: Q2 2026 in Review

Clay Northam Wealth Management reduced its Apple (AAPL) stake by 0.72% in Q2 2026, selling an estimated $106K and leaving 51,234 shares worth $14.8M. The position accounts for 7.29% of the portfolio, ranked #3.

Clay Northam Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clay Northam Wealth Management held 51,234 shares of Apple worth $14.8M as of Q2 2026.
  • Clay Northam Wealth Management sold 369 Apple shares in Q2 2026, an estimated $106K.
  • Apple made up 7.29% of Clay Northam Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Clay Northam Wealth Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.