Clearview Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.5M Sell
8,648
-9
-0.1% -$2.57K 1.61% 17
2026
Q1
$2.2M Buy
+8,657
New +$2.25M 1.55% 16

Other funds holding AAPL

Clearview Wealth Management's AAPL Position: Q2 2026 in Review

Clearview Wealth Management reduced its Apple (AAPL) stake by 0.1% in Q2 2026, selling an estimated $2.57K and leaving 8,648 shares worth $2.5M. The position accounts for 1.61% of the portfolio, ranked #17.

Clearview Wealth Management first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clearview Wealth Management held 8,648 shares of Apple worth $2.5M as of Q2 2026.
  • Clearview Wealth Management sold 9 Apple shares in Q2 2026, an estimated $2.57K.
  • Apple made up 1.61% of Clearview Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Clearview Wealth Management first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.