CFG
AAPL icon

Clayton Financial Group’s Apple AAPL Stock Holding History

Clayton Financial Group’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 		$1.27M Sell
4,380
-5,100
-54% -$1.46M 0.7% 22
2026
Q1 		$2.41M Sell
9,480
-93
-1% -$24.2K 1.24% 14
2025
Q4 		$2.6M Buy
9,573
+7,750
+425% +$2.08M 1.33% 13
2025
Q3 		$464K Buy
1,823
+28
+2% +$6.33K 0.34% 30
2025
Q2 		$368K Sell
1,795
-34,322
-95% -$6.93M 0.44% 23
2025
Q1 		$8.02M Sell
36,117
-109
-0.3% -$25.3K 2.94% 9
2024
Q4 		$9.07M Sell
36,226
-636
-2% -$150K 3.27% 7
2024
Q3 		$8.59M Buy
36,862
+4,168
+13% +$931K 3.22% 8
2024
Q2 		$5.61M Buy
32,694
+403
+1% +$75.2K 2.42% 10
2024
Q1 		$5.54M Buy
32,291
+494
+2% +$89.8K 2.52% 10
2023
Q4 		$6.12M Buy
+31,797
New +$5.87M 3.81% 9

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

Clayton Financial Group's AAPL Position: Q2 2026 in Review

Clayton Financial Group reduced its Apple (AAPL) stake by 54% in Q2 2026, selling an estimated $1.46M and leaving 4,380 shares worth $1.27M. The position accounts for 0.7% of the portfolio, ranked #22.

Clayton Financial Group first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.07M in Q4 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clayton Financial Group held 4,380 shares of Apple worth $1.27M as of Q2 2026.
  • Clayton Financial Group sold 5,100 Apple shares in Q2 2026, an estimated $1.46M.
  • Apple made up 0.7% of Clayton Financial Group's portfolio in Q2 2026, its #22 holding.
  • Clayton Financial Group first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • Clayton Financial Group's Apple position peaked at $9.07M in Q4 2024.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.