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McClarren Financial Advisors’s Apple AAPL Stock Holding History

McClarren Financial Advisors’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 		$6.89M Sell
20,703
-47
-0.2% -$15.1K 3.49% 9
2026
Q2 		$6M Buy
20,750
+11
+0.1% +$3.15K 3.1% 9
2026
Q1 		$5.26M Buy
20,739
+11,098
+115% +$2.89M 3.12% 9
2025
Q4 		$5.64M Sell
9,641
-8,572
-47% -$2.3M 3.36% 9
2025
Q3 		$5.28M Sell
18,213
-2,813
-13% -$635K 3.23% 9
2025
Q2 		$4.31M Buy
21,026
+2,968
+16% +$599K 2.81% 9
2025
Q1 		$4.73M Buy
+18,058
New +$4.18M 3.13% 9
2024
Q4 		– Sell
-18,404
Closed -$444K – 195
2024
Q3 		$444K Buy
18,404
+13,139
+250% +$2.93M 0.06% 53
2024
Q2 		$4.76M Sell
5,265
-18,569
-78% -$3.46M 3.33% 9
2024
Q1 		$4.09M Sell
23,834
-303
-1% -$55.1K 2.94% 9
2023
Q4 		$4.65M Buy
24,137
+1,232
+5% +$227K 3.54% 8
2023
Q3 		$3.92M Buy
22,905
+1,357
+6% +$249K 3.42% 8
2023
Q2 		$4.18M Buy
21,548
+1,350
+7% +$235K 3.46% 8
2023
Q1 		$3.32M Buy
20,198
+22
+0.1% +$3.25K 3.02% 9
2022
Q4 		$2.62M Buy
20,176
+890
+5% +$127K 2.49% 9
2022
Q3 		$2.67M Buy
19,286
+3,727
+24% +$585K 2.66% 10
2022
Q2 		$2.13M Buy
15,559
+4,134
+36% +$626K 6.81% 4
2022
Q1 		$1.99M Buy
11,425
+11
+0.1% +$1.85K 1.44% 14
2021
Q4 		$2.03M Sell
11,414
-61
-0.5% -$9.64K 1.38% 14
2021
Q3 		$1.62M Sell
11,475
-7
-0.1% -$1.03K 1.26% 13
2021
Q2 		$1.57M Buy
11,482
+217
+2% +$28.1K 1.27% 14
2021
Q1 		$1.37M Sell
11,265
-48
-0.4% -$6.16K 1.23% 15
2020
Q4 		$1.5M Buy
+11,313
New +$1.36M 1.44% 14

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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

McClarren Financial Advisors's AAPL Position: Q3 2026 in Review

McClarren Financial Advisors reduced its Apple (AAPL) stake by 0.23% in Q3 2026, selling an estimated $15.1K and leaving 20,703 shares worth $6.89M. The position accounts for 3.49% of the portfolio, ranked #9.

McClarren Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 989 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • McClarren Financial Advisors held 20,703 shares of Apple worth $6.89M as of Q3 2026.
  • McClarren Financial Advisors sold 47 Apple shares in Q3 2026, an estimated $15.1K.
  • Apple made up 3.49% of McClarren Financial Advisors's portfolio in Q3 2026, its #9 holding.
  • McClarren Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 989 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.