Clear Street’s Apple AAPL Stock Holding History

Clear Street’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	$960M	Sell	3,768,562 -16,142	-0.4%	-$4.2M	3.9%	5
2025 Q4	$1.03B	Sell	3,784,704 -40,775	-1%	-$10.9M	3.82%	6
2025 Q3	$974M	Buy	3,825,479 +8,336	+0.2%	+$1.88M	3.32%	7
2025 Q2	$783M	Buy	3,817,143 +469,543	+14%	+$94.8M	3.12%	9
2025 Q1	$744M	Buy	3,347,600 +660,000	+25%	+$153M	6.55%	3
2024 Q4	$673M	Hold	2,687,600	–	–	6.73%	5
2024 Q3	$626M	Hold	2,687,600	–	–	7.11%	3
2024 Q2	$566M	Buy	2,687,600 +597,600	+29%	+$111M	5.34%	5
2024 Q1	$358M	Buy	2,090,000 +1,840,000	+736%	+$335M	5.12%	9
2023 Q4	$48.1M	Sell	250,000 -700,600	-74%	-$129M	1.18%	13
2023 Q3	$163M	Buy	950,600 +450,600	+90%	+$82.6M	2.85%	6
2023 Q2	$97M	Buy	500,000 +110,000	+28%	+$19.2M	0.95%	17
2023 Q1	$64.3M	Buy	390,000 +128,615	+49%	+$19M	2.29%	13
2022 Q4	$34M	Sell	261,385 -98,784	-27%	-$14.1M	0.43%	40
2022 Q3	$49.8M	Sell	360,169 -640,634	-64%	-$101M	1.15%	15
2022 Q2	$137M	Buy	+1,000,803	New	+$152M	5.88%	4
2022 Q1	–	Sell	-460,000	Closed	-$81.7M	–	445
2021 Q4	$81.7M	Buy	+460,000	New	+$72.7M	2.25%	12

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Street's AAPL Position: Q1 2026 in Review

Clear Street reduced its Apple (AAPL) stake by 0.43% in Q1 2026, selling an estimated $4.2M and leaving 3,768,562 shares worth $960M. The position accounts for 3.9% of the portfolio, ranked #5.

Clear Street first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.03B in Q4 2025. 6,090 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Clear Street held 3,768,562 shares of Apple worth $960M as of Q1 2026.
Clear Street sold 16,142 Apple shares in Q1 2026, an estimated $4.2M.
Apple made up 3.9% of Clear Street's portfolio in Q1 2026, its #5 holding.
Clear Street first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
Clear Street's Apple position peaked at $1.03B in Q4 2025.
6,090 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.