Clearstead Advisors’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 | $292M | Buy |
1,150,144
+162,727
| +16% | +$42.3M | 2.67% | 4 |
|
|
2025
Q4 | $268M | Buy |
987,417
+24,165
| +3% | +$6.49M | 3.38% | 3 |
|
|
2025
Q3 | $245M | Sell |
963,252
-12,166
| -1% | -$2.75M | 3.22% | 4 |
|
|
2025
Q2 | $200M | Buy |
975,418
+11,258
| +1% | +$2.27M | 2.81% | 4 |
|
|
2025
Q1 | $214M | Sell |
964,160
-32,491
| -3% | -$7.53M | 3.32% | 3 |
|
|
2024
Q4 | $250M | Sell |
996,651
-5,888
| -0.6% | -$1.39M | 3.79% | 3 |
|
|
2024
Q3 | $234M | Buy |
1,002,539
+119,231
| +13% | +$26.6M | 3.62% | 4 |
|
|
2024
Q2 | $186M | Buy |
883,308
+416,274
| +89% | +$77.6M | 3.17% | 4 |
|
|
2024
Q1 | $87M | Sell |
467,034
-16,367
| -3% | -$2.98M | 4.31% | 2 |
|
|
2023
Q4 | $93.1M | Sell |
483,401
-498,357
| -51% | -$92M | 4.94% | 2 |
|
|
2023
Q3 | $168M | Buy |
981,758
+539,946
| +122% | +$99M | 4.88% | 2 |
|
|
2023
Q2 | $85.7M | Buy |
441,812
+89,656
| +25% | +$15.6M | 5.19% | 2 |
|
|
2023
Q1 | $58.1M | Buy |
352,156
+16,186
| +5% | +$2.39M | 4.23% | 2 |
|
|
2022
Q4 | $43.7M | Buy |
335,970
+4,620
| +1% | +$660K | 3.42% | 3 |
|
|
2022
Q3 | $45.8M | Sell |
331,350
-22,904
| -6% | -$3.59M | 4.22% | 2 |
|
|
2022
Q2 | $48.4M | Buy |
354,254
+4,111
| +1% | +$623K | 3.77% | 2 |
|
|
2022
Q1 | $61.1M | Buy |
350,143
+12,057
| +4% | +$2.03M | 4.15% | 2 |
|
|
2021
Q4 | $60M | Sell |
338,086
-18,648
| -5% | -$2.95M | 4.08% | 3 |
|
|
2021
Q3 | $50.5M | Sell |
356,734
-8,047
| -2% | -$1.18M | 3.77% | 4 |
|
|
2021
Q2 | $50M | Buy |
364,781
+6,003
| +2% | +$778K | 3.84% | 3 |
|
|
2021
Q1 | $43.8M | Buy |
358,778
+12,341
| +4% | +$1.58M | 3.65% | 5 |
|
|
2020
Q4 | $46M | Buy |
346,437
+6,382
| +2% | +$768K | 4.18% | 3 |
|
|
2020
Q3 | $39.4M | Sell |
340,055
-21,045
| -6% | -$2.3M | 4.22% | 4 |
|
|
2020
Q2 | $32.9M | Buy |
361,100
+7,304
| +2% | +$566K | 3.81% | 2 |
|
|
2020
Q1 | $22.5M | Sell |
353,796
-14,268
| -4% | -$1.05M | 3.28% | 4 |
|
|
2019
Q4 | $27M | Buy |
368,064
+2,512
| +0.7% | +$162K | 3.28% | 3 |
|
|
2019
Q3 | $20.5M | Sell |
365,552
-9,752
| -3% | -$510K | 2.74% | 7 |
|
|
2019
Q2 | $18.6M | Buy |
375,304
+82,016
| +28% | +$4M | 2.47% | 9 |
|
|
2019
Q1 | $13.9M | Sell |
293,288
-820
| -0.3% | -$34.8K | 1.92% | 14 |
|
|
2018
Q4 | $11.6M | Buy |
294,108
+13,068
| +5% | +$634K | 1.81% | 14 |
|
|
2018
Q3 | $15.9M | Buy |
281,040
+5,412
| +2% | +$282K | 2.17% | 10 |
|
|
2018
Q2 | $12.8M | Buy |
275,628
+5,284
| +2% | +$240K | 1.82% | 14 |
|
|
2018
Q1 | $11.3M | Sell |
270,344
-6,448
| -2% | -$278K | 1.64% | 15 |
|
|
2017
Q4 | $11.7M | Sell |
276,792
-31,016
| -10% | -$1.3M | 1.59% | 15 |
|
|
2017
Q3 | $11.9M | Buy |
307,808
+968
| +0.3% | +$37.6K | 1.54% | 13 |
|
|
2017
Q2 | $11M | Buy |
306,840
+32,112
| +12% | +$1.19M | 1.61% | 13 |
|
|
2017
Q1 | $9.87M | Buy |
274,728
+27,216
| +11% | +$896K | 1.43% | 13 |
|
|
2016
Q4 | $7.17M | Buy |
+247,512
| New | +$7.02M | 1.16% | 14 |
|
Other funds holding AAPL
VCM
VPM
Clearstead Advisors's AAPL Position: Q1 2026 in Review
Clearstead Advisors increased its Apple (AAPL) stake by 16% in Q1 2026, buying an estimated $42.3M and bringing the position to 1,150,144 shares worth $292M. The position accounts for 2.67% of the portfolio, ranked #4.
Clearstead Advisors first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Clearstead Advisors held 1,150,144 shares of Apple worth $292M as of Q1 2026.
- Clearstead Advisors bought 162,727 Apple shares in Q1 2026, an estimated $42.3M.
- Apple made up 2.67% of Clearstead Advisors's portfolio in Q1 2026, its #4 holding.
- Clearstead Advisors first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.