Clear Harbor Asset Management’s Apple AAPL Stock Holding History

Clear Harbor Asset 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
2017 Q4	–	Sell	-1,200	Closed	-$2K	–	246
2017 Q3	$2K	Buy	+1,200	New	+$46.6K	﹤0.01%	246
2017 Q1	–	Sell	-16,000	Closed	-$2K	–	252
2016 Q4	$2K	Buy	16,000 +4,000	+33%	+$113K	﹤0.01%	254
2016 Q3	$12K	Buy	+12,000	New	+$318K	﹤0.01%	248
2016 Q2	–	Sell	-4,000	Closed	-$3K	–	261
2016 Q1	$3K	Buy	+4,000	New	+$99.7K	﹤0.01%	252
2015 Q4	–	Sell	-4,000	Closed	-$2K	–	274
2015 Q3	$2K	Buy	+4,000	New	+$117K	﹤0.01%	277
2015 Q1	–	Sell	-2,000	Closed	-$1K	–	306
2014 Q4	$1K	Buy	+2,000	New	+$54.4K	﹤0.01%	285

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clear Harbor Asset Management's AAPL Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Apple (AAPL) stake by 0.24% in Q1 2026, buying an estimated $200K and bringing the position to 322,658 shares worth $81.9M. The position accounts for 5.65% of the portfolio, ranked #1.

Clear Harbor Asset Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $87.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Clear Harbor Asset Management held 322,658 shares of Apple worth $81.9M as of Q1 2026.
Clear Harbor Asset Management bought 770 Apple shares in Q1 2026, an estimated $200K.
Apple made up 5.65% of Clear Harbor Asset Management's portfolio in Q1 2026, its #1 holding.
Clear Harbor Asset Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Clear Harbor Asset Management's Apple position peaked at $87.5M in Q4 2025.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.