Clear Investment Research’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Buy |
6,294
+94
| +2% | +$24.5K | 2.5% | 7 |
|
|
2025
Q4 | $1.69M | Sell |
6,200
-8,556
| -58% | -$2.3M | 2.8% | 9 |
|
|
2025
Q3 | $3.76M | Buy |
14,756
+173
| +1% | +$39.1K | 5.03% | 4 |
|
|
2025
Q2 | $2.99M | Sell |
14,583
-242
| -2% | -$48.9K | 3.77% | 5 |
|
|
2025
Q1 | $3.29M | Sell |
14,825
-83
| -0.6% | -$19.2K | 4.4% | 5 |
|
|
2024
Q4 | $3.73M | Sell |
14,908
-94
| -0.6% | -$22.2K | 4.81% | 4 |
|
|
2024
Q3 | $3.5M | Buy |
15,002
+100
| +0.7% | +$22.3K | 4.55% | 5 |
|
|
2024
Q2 | $3.14M | Buy |
14,902
+125
| +0.8% | +$23.3K | 4.09% | 7 |
|
|
2024
Q1 | $2.53M | Buy |
14,777
+205
| +1% | +$37.3K | 3.41% | 9 |
|
|
2023
Q4 | $2.81M | Buy |
14,572
+312
| +2% | +$57.6K | 3.95% | 7 |
|
|
2023
Q3 | $2.44M | Buy |
14,260
+130
| +0.9% | +$23.8K | 4.23% | 7 |
|
|
2023
Q2 | $2.74M | Buy |
14,130
+387
| +3% | +$67.4K | 4.6% | 7 |
|
|
2023
Q1 | $2.27M | Buy |
13,743
+159
| +1% | +$23.5K | 3.97% | 7 |
|
|
2022
Q4 | $1.76M | Sell |
13,584
-299
| -2% | -$42.7K | 3.42% | 9 |
|
|
2022
Q3 | $1.92M | Buy |
13,883
+1,154
| +9% | +$181K | 4.04% | 7 |
|
|
2022
Q2 | $1.74M | Buy |
12,729
+7
| +0.1% | +$1.06K | 3.85% | 8 |
|
|
2022
Q1 | $2.22M | Buy |
12,722
+4
| +0% | +$673 | 4.35% | 5 |
|
|
2021
Q4 | $2.26M | Buy |
12,718
+4
| +0% | +$632 | 3.46% | 10 |
|
|
2021
Q3 | $1.8M | Sell |
12,714
-14
| -0.1% | -$2.06K | 2.91% | 10 |
|
|
2021
Q2 | $1.74M | Buy |
12,728
+8,427
| +196% | +$1.09M | 2.91% | 10 |
|
|
2021
Q1 | $525K | Sell |
4,301
-639
| -13% | -$82K | 0.95% | 19 |
|
|
2020
Q4 | $656K | Buy |
4,940
+122
| +3% | +$14.7K | 1.19% | 17 |
|
|
2020
Q3 | $558K | Buy |
4,818
+762
| +19% | +$83.1K | 1.13% | 17 |
|
|
2020
Q2 | $370K | Buy |
4,056
+4
| +0.1% | +$310 | 0.79% | 25 |
|
|
2020
Q1 | $298K | Hold |
4,052
| – | – | 0.72% | 25 |
|
|
2019
Q4 | $298K | Buy |
4,052
+1,156
| +40% | +$74.4K | 0.62% | 28 |
|
|
2019
Q3 | $162K | Hold |
2,896
| – | – | 0.35% | 42 |
|
|
2019
Q2 | $143K | Buy |
2,896
+12
| +0.4% | +$585 | 0.23% | 45 |
|
|
2019
Q1 | $137K | Buy |
2,884
+400
| +16% | +$17K | 0.21% | 44 |
|
|
2018
Q4 | $98K | Hold |
2,484
| – | – | 0.16% | 48 |
|
|
2018
Q3 | $140K | Sell |
2,484
-432
| -15% | -$22.5K | 0.2% | 45 |
|
|
2018
Q2 | $122K | Hold |
2,916
| – | – | 0.08% | 39 |
|
|
2018
Q1 | $122K | Buy |
+2,916
| New | +$126K | 0.08% | 39 |
|
Other funds holding AAPL
VCM
VPM
Clear Investment Research's AAPL Position: Q1 2026 in Review
Clear Investment Research increased its Apple (AAPL) stake by 1.5% in Q1 2026, buying an estimated $24.5K and bringing the position to 6,294 shares worth $1.6M. The position accounts for 2.5% of the portfolio, ranked #7.
Clear Investment Research first reported a position in AAPL in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.76M in Q3 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Clear Investment Research held 6,294 shares of Apple worth $1.6M as of Q1 2026.
- Clear Investment Research bought 94 Apple shares in Q1 2026, an estimated $24.5K.
- Apple made up 2.5% of Clear Investment Research's portfolio in Q1 2026, its #7 holding.
- Clear Investment Research first reported a position in Apple in Q1 2018 and has held it in 33 quarters since.
- Clear Investment Research's Apple position peaked at $3.76M in Q3 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.