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	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	465
2025 Q4	–	Hold	0	–	–	–	411

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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.