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Clifford Group’s Apple AAPL Stock Holding History

Clifford Group’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 		$2.77M Buy
10,904
+1,365
+14% +$355K 2.13% 10
2025
Q4 		$2.59M Sell
9,539
-139
-1% -$37.3K 2% 11
2025
Q3 		$2.46M Sell
9,678
-189
-2% -$42.7K 1.92% 11
2025
Q2 		$2.02M Sell
9,867
-723
-7% -$146K 1.66% 12
2025
Q1 		$2.35M Sell
10,590
-14
-0.1% -$3.24K 2.2% 8
2024
Q4 		$2.66M Buy
10,604
+24
+0.2% +$5.66K 2.02% 9
2024
Q3 		$2.47M Buy
10,580
+341
+3% +$76.2K 1.92% 9
2024
Q2 		$2.16M Sell
10,239
-27
-0.3% -$5.04K 1.74% 12
2024
Q1 		$1.76M Buy
10,266
+227
+2% +$41.3K 1.45% 14
2023
Q4 		$1.93M Sell
10,039
-9
-0.1% -$1.66K 1.79% 11
2023
Q3 		$1.72M Sell
10,048
-37
-0.4% -$6.79K 1.87% 11
2023
Q2 		$1.96M Buy
10,085
+557
+6% +$97.1K 2.1% 10
2023
Q1 		$1.57M Sell
9,528
-3
-0% -$443 1.91% 13
2022
Q4 		$1.24M Buy
+9,531
New +$1.36M 1.55% 14

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clifford Group's AAPL Position: Q1 2026 in Review

Clifford Group increased its Apple (AAPL) stake by 14% in Q1 2026, buying an estimated $355K and bringing the position to 10,904 shares worth $2.77M. The position accounts for 2.13% of the portfolio, ranked #10.

Clifford Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. 6,072 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Clifford Group held 10,904 shares of Apple worth $2.77M as of Q1 2026.
  • Clifford Group bought 1,365 Apple shares in Q1 2026, an estimated $355K.
  • Apple made up 2.13% of Clifford Group's portfolio in Q1 2026, its #10 holding.
  • Clifford Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • 6,072 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.