Clearstead Advisors’s Apple AAPL Stock Holding History

Clearstead Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	465
2026 Q1	–	Hold	–	–	–	465
2025 Q4	–	Hold	–	–	–	411

Other funds holding AAPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clearstead Advisors's AAPL Position: Q2 2026 in Review

Clearstead Advisors reduced its Apple (AAPL) stake by 10% in Q2 2026, selling an estimated $34.2M and leaving 1,030,593 shares worth $298M. The position accounts for 2.81% of the portfolio, ranked #3.

Clearstead Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Clearstead Advisors held 1,030,593 shares of Apple worth $298M as of Q2 2026.
Clearstead Advisors sold 119,551 Apple shares in Q2 2026, an estimated $34.2M.
Apple made up 2.81% of Clearstead Advisors's portfolio in Q2 2026, its #3 holding.
Clearstead Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.