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Clune & Associates’s Apple AAPL Stock Holding History

Clune & Associates’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
Q3 		$5.94M Sell
17,844
-17,267
-49% -$5.55M 0.91% 28
2026
Q2 		$10.2M Buy
35,111
+1,520
+5% +$435K 1.54% 19
2026
Q1 		$8.53M Buy
33,591
+202
+0.6% +$52.6K 1.6% 20
2025
Q4 		$9.08M Buy
33,389
+5,806
+21% +$1.56M 1.96% 12
2025
Q3 		$7.02M Sell
27,583
-50
-0.2% -$11.3K 1.76% 14
2025
Q2 		$5.67M Sell
27,633
-283
-1% -$57.2K 1.55% 18
2025
Q1 		$6.2M Sell
27,916
-1,223
-4% -$283K 1.9% 13
2024
Q4 		$7.3M Buy
+29,139
New +$6.87M 2.42% 10

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Clune & Associates's AAPL Position: Q3 2026 in Review

Clune & Associates reduced its Apple (AAPL) stake by 49% in Q3 2026, selling an estimated $5.55M and leaving 17,844 shares worth $5.94M. The position accounts for 0.91% of the portfolio, ranked #28.

Clune & Associates first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Clune & Associates held 17,844 shares of Apple worth $5.94M as of Q3 2026.
  • Clune & Associates sold 17,267 Apple shares in Q3 2026, an estimated $5.55M.
  • Apple made up 0.91% of Clune & Associates's portfolio in Q3 2026, its #28 holding.
  • Clune & Associates first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Clune & Associates's Apple position peaked at $10.2M in Q2 2026.
  • 1,405 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.