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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Clune & Associates's AAPL Position: Q2 2026 in Review

Clune & Associates increased its Apple (AAPL) stake by 4.5% in Q2 2026, buying an estimated $435K and bringing the position to 35,111 shares worth $10.2M. The position accounts for 1.54% of the portfolio, ranked #19.

Clune & Associates first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 1,498 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Clune & Associates held 35,111 shares of Apple worth $10.2M as of Q2 2026.
  • Clune & Associates bought 1,520 Apple shares in Q2 2026, an estimated $435K.
  • Apple made up 1.54% of Clune & Associates's portfolio in Q2 2026, its #19 holding.
  • Clune & Associates first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.