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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clayton Financial Group's AAPL Position: Q1 2026 in Review

Clayton Financial Group reduced its Apple (AAPL) stake by 0.97% in Q1 2026, selling an estimated $24.2K and leaving 9,480 shares worth $2.41M. The position accounts for 1.24% of the portfolio, ranked #14.

Clayton Financial Group first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.07M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clayton Financial Group held 9,480 shares of Apple worth $2.41M as of Q1 2026.
  • Clayton Financial Group sold 93 Apple shares in Q1 2026, an estimated $24.2K.
  • Apple made up 1.24% of Clayton Financial Group's portfolio in Q1 2026, its #14 holding.
  • Clayton Financial Group first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Clayton Financial Group's Apple position peaked at $9.07M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.