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Clearview Wealth Advisors’s Apple AAPL Stock Holding History

Clearview Wealth 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
2025
Q4 		$1.45M Sell
5,345
-165
-3% -$44.3K 0.92% 29
2025
Q3 		$1.4M Sell
5,510
-65
-1% -$14.7K 0.9% 28
2025
Q2 		$1.14M Buy
5,575
+86
+2% +$17.4K 0.8% 29
2025
Q1 		$1.22M Sell
5,489
-90
-2% -$20.9K 0.91% 27
2024
Q4 		$1.4M Sell
5,579
-22
-0.4% -$5.18K 1.06% 25
2024
Q3 		$1.31M Sell
5,601
-346
-6% -$77.3K 1.01% 25
2024
Q2 		$1.25M Sell
5,947
-79
-1% -$14.7K 1.09% 22
2024
Q1 		$1.03M Sell
6,026
-541
-8% -$98.4K 1.05% 20
2023
Q4 		$1.26M Buy
6,567
+443
+7% +$81.8K 1.47% 16
2023
Q3 		$1.05M Sell
6,124
-1,270
-17% -$233K 1.3% 16
2023
Q2 		$1.43M Buy
7,394
+5
+0.1% +$871 1.46% 13
2023
Q1 		$1.22M Sell
7,389
-1,607
-18% -$237K 1.23% 16
2022
Q4 		$1.17M Sell
8,996
-297
-3% -$42.4K 0.9% 23
2022
Q3 		$1.28M Buy
9,293
+84
+0.9% +$13.2K 1.02% 16
2022
Q2 		$1.26M Buy
9,209
+255
+3% +$38.6K 0.94% 19
2022
Q1 		$1.56M Sell
8,954
-5,581
-38% -$939K 1.03% 20
2021
Q4 		$2.58M Sell
14,535
-542
-4% -$85.7K 1.57% 13
2021
Q3 		$2.13M Sell
15,077
-717
-5% -$106K 1.35% 15
2021
Q2 		$2.16M Buy
15,794
+207
+1% +$26.8K 1.34% 17
2021
Q1 		$1.9M Sell
15,587
-184
-1% -$23.6K 1.24% 17
2020
Q4 		$2.09M Buy
+15,771
New +$1.9M 1.41% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearview Wealth Advisors's AAPL Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Apple (AAPL) stake by 3% in Q4 2025, selling an estimated $44.3K and leaving 5,345 shares worth $1.45M. The position accounts for 0.92% of the portfolio, ranked #29.

Clearview Wealth Advisors first reported a position in AAPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.58M in Q4 2021. 6,116 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Clearview Wealth Advisors held 5,345 shares of Apple worth $1.45M as of Q4 2025.
  • Clearview Wealth Advisors sold 165 Apple shares in Q4 2025, an estimated $44.3K.
  • Apple made up 0.92% of Clearview Wealth Advisors's portfolio in Q4 2025, its #29 holding.
  • Clearview Wealth Advisors first reported a position in Apple in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Apple position peaked at $2.58M in Q4 2021.
  • 6,116 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.