Clifford Swan Investment Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167M | Sell |
657,717
-20,034
| -3% | -$5.21M | 5.68% | 1 |
|
|
2025
Q4 | $184M | Buy |
677,751
+299
| +0% | +$80.3K | 6.11% | 1 |
|
|
2025
Q3 | $172M | Sell |
677,452
-4,773
| -0.7% | -$1.08M | 5.74% | 1 |
|
|
2025
Q2 | $140M | Sell |
682,225
-6,745
| -1% | -$1.36M | 4.94% | 2 |
|
|
2025
Q1 | $153M | Sell |
688,970
-5,987
| -0.9% | -$1.39M | 5.66% | 1 |
|
|
2024
Q4 | $174M | Sell |
694,957
-8,715
| -1% | -$2.05M | 6.26% | 1 |
|
|
2024
Q3 | $164M | Sell |
703,672
-17,230
| -2% | -$3.85M | 5.81% | 1 |
|
|
2024
Q2 | $152M | Sell |
720,902
-7,659
| -1% | -$1.43M | 5.67% | 1 |
|
|
2024
Q1 | $125M | Sell |
728,561
-32,484
| -4% | -$5.91M | 4.64% | 3 |
|
|
2023
Q4 | $147M | Sell |
761,045
-10,490
| -1% | -$1.94M | 5.7% | 1 |
|
|
2023
Q3 | $132M | Sell |
771,535
-19,046
| -2% | -$3.49M | 5.54% | 2 |
|
|
2023
Q2 | $153M | Sell |
790,581
-18,339
| -2% | -$3.2M | 6.19% | 1 |
|
|
2023
Q1 | $133M | Sell |
808,920
-20,069
| -2% | -$2.96M | 5.58% | 2 |
|
|
2022
Q4 | $108M | Sell |
828,989
-26,438
| -3% | -$3.78M | 4.69% | 2 |
|
|
2022
Q3 | $118M | Sell |
855,427
-23,063
| -3% | -$3.62M | 5.55% | 1 |
|
|
2022
Q2 | $120M | Sell |
878,490
-1,911
| -0.2% | -$289K | 5.2% | 2 |
|
|
2022
Q1 | $154M | Sell |
880,401
-22,661
| -3% | -$3.81M | 5.7% | 2 |
|
|
2021
Q4 | $160M | Sell |
903,062
-9,250
| -1% | -$1.46M | 5.61% | 2 |
|
|
2021
Q3 | $136M | Sell |
912,312
-14,673
| -2% | -$2.16M | 4.98% | 2 |
|
|
2021
Q2 | $136M | Sell |
926,985
-30,730
| -3% | -$3.98M | 5.17% | 2 |
|
|
2021
Q1 | $117M | Sell |
957,715
-26,542
| -3% | -$3.41M | 4.81% | 1 |
|
|
2020
Q4 | $131M | Sell |
984,257
-56,806
| -5% | -$6.83M | 5.7% | 1 |
|
|
2020
Q3 | $121M | Sell |
1,041,063
-47,477
| -4% | -$5.18M | 5.78% | 1 |
|
|
2020
Q2 | $99.3M | Sell |
1,088,540
-31,972
| -3% | -$2.48M | 5.11% | 1 |
|
|
2020
Q1 | $71.2M | Sell |
1,120,512
-60,052
| -5% | -$4.42M | 4.33% | 1 |
|
|
2019
Q4 | $86.7M | Sell |
1,180,564
-72,876
| -6% | -$4.69M | 4.19% | 1 |
|
|
2019
Q3 | $70.2M | Sell |
1,253,440
-26,228
| -2% | -$1.37M | 3.64% | 1 |
|
|
2019
Q2 | $63.3M | Sell |
1,279,668
-19,136
| -1% | -$932K | 3.33% | 1 |
|
|
2019
Q1 | $61.7M | Buy |
1,298,804
+20,672
| +2% | +$877K | 3.31% | 1 |
|
|
2018
Q4 | $50.4M | Sell |
1,278,132
-29,968
| -2% | -$1.45M | 3.06% | 1 |
|
|
2018
Q3 | $73.8M | Sell |
1,308,100
-9,868
| -0.7% | -$514K | 3.84% | 1 |
|
|
2018
Q2 | $61M | Sell |
1,317,968
-28,672
| -2% | -$1.3M | 3.41% | 1 |
|
|
2018
Q1 | $56.5M | Sell |
1,346,640
-18,724
| -1% | -$806K | 3.19% | 1 |
|
|
2017
Q4 | $57.8M | Buy |
1,365,364
+5,460
| +0.4% | +$228K | 3.15% | 1 |
|
|
2017
Q3 | $52.4M | Sell |
1,359,904
-29,096
| -2% | -$1.13M | 3.17% | 2 |
|
|
2017
Q2 | $50M | Sell |
1,389,000
-30,136
| -2% | -$1.11M | 3.12% | 2 |
|
|
2017
Q1 | $51M | Sell |
1,419,136
-15,356
| -1% | -$506K | 3.26% | 1 |
|
|
2016
Q4 | $41.5M | Sell |
1,434,492
-21,920
| -2% | -$621K | 2.78% | 3 |
|
|
2016
Q3 | $41.2M | Buy |
1,456,412
+17,996
| +1% | +$476K | 2.78% | 3 |
|
|
2016
Q2 | $34.4M | Sell |
1,438,416
-41,184
| -3% | -$1.02M | 2.38% | 6 |
|
|
2016
Q1 | $40.3M | Buy |
1,479,600
+27,944
| +2% | +$696K | 2.73% | 3 |
|
|
2015
Q4 | $38.2M | Buy |
1,451,656
+32,932
| +2% | +$941K | 2.61% | 5 |
|
|
2015
Q3 | $39.1M | Buy |
1,418,724
+45,100
| +3% | +$1.32M | 2.8% | 3 |
|
|
2015
Q2 | $43.1M | Sell |
1,373,624
-20,464
| -1% | -$655K | 2.89% | 3 |
|
|
2015
Q1 | $43.4M | Sell |
1,394,088
-14,116
| -1% | -$426K | 2.86% | 3 |
|
|
2014
Q4 | $38.9M | Sell |
1,408,204
-4,588
| -0.3% | -$125K | 2.56% | 5 |
|
|
2014
Q3 | $35.6M | Sell |
1,412,792
-9,720
| -0.7% | -$239K | 2.43% | 8 |
|
|
2014
Q2 | $33M | Buy |
1,422,512
+12,320
| +0.9% | +$262K | 2.23% | 9 |
|
|
2014
Q1 | $27M | Buy |
1,410,192
+99,792
| +8% | +$1.9M | 1.89% | 14 |
|
|
2013
Q4 | $26.3M | Buy |
1,310,400
+3,332
| +0.3% | +$62.9K | 1.9% | 14 |
|
|
2013
Q3 | $22.3M | Buy |
1,307,068
+72,828
| +6% | +$1.21M | 1.77% | 14 |
|
|
2013
Q2 | $17.5M | Buy |
+1,234,240
| New | +$19M | 1.46% | 19 |
|
Other funds holding AAPL
VCM
VPM
Clifford Swan Investment Counsel's AAPL Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Apple (AAPL) stake by 3% in Q1 2026, selling an estimated $5.21M and leaving 657,717 shares worth $167M. The position accounts for 5.68% of the portfolio, ranked #1.
Clifford Swan Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $184M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Clifford Swan Investment Counsel held 657,717 shares of Apple worth $167M as of Q1 2026.
- Clifford Swan Investment Counsel sold 20,034 Apple shares in Q1 2026, an estimated $5.21M.
- Apple made up 5.68% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #1 holding.
- Clifford Swan Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's Apple position peaked at $184M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.