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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

McClarren Financial Advisors's AAPL Position: Q2 2026 in Review

McClarren Financial Advisors increased its Apple (AAPL) stake by 0.05% in Q2 2026, buying an estimated $3.15K and bringing the position to 20,750 shares worth $6M. The position accounts for 3.1% of the portfolio, ranked #9.

McClarren Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McClarren Financial Advisors held 20,750 shares of Apple worth $6M as of Q2 2026.
  • McClarren Financial Advisors bought 11 Apple shares in Q2 2026, an estimated $3.15K.
  • Apple made up 3.1% of McClarren Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • McClarren Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.