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Clear Retirement Advice’s Apple AAPL Stock Holding History

Clear Retirement Advice’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 		$1.89M Sell
6,525
-2,622
-29% -$750K 1.29% 20
2026
Q1 		$2.32M Buy
9,147
+6,000
+191% +$1.56M 1.82% 16
2025
Q4 		$870K Buy
+3,147
New +$845K 0.68% 22

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

Clear Retirement Advice's AAPL Position: Q2 2026 in Review

Clear Retirement Advice reduced its Apple (AAPL) stake by 29% in Q2 2026, selling an estimated $750K and leaving 6,525 shares worth $1.89M. The position accounts for 1.29% of the portfolio, ranked #20.

Clear Retirement Advice first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.32M in Q1 2026. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clear Retirement Advice held 6,525 shares of Apple worth $1.89M as of Q2 2026.
  • Clear Retirement Advice sold 2,622 Apple shares in Q2 2026, an estimated $750K.
  • Apple made up 1.29% of Clear Retirement Advice's portfolio in Q2 2026, its #20 holding.
  • Clear Retirement Advice first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Clear Retirement Advice's Apple position peaked at $2.32M in Q1 2026.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.