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St. Clair Advisors’s Apple AAPL Stock Holding History

St. Clair 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 		$22.5M Sell
77,771
-4,025
-5% -$1.15M 5.79% 3
2026
Q1 		$20.8M Sell
81,796
-2,429
-3% -$632K 5.52% 3
2025
Q4 		$22.9M Sell
84,225
-2,664
-3% -$715K 5.91% 3
2025
Q3 		$22.1M Sell
86,889
-2,031
-2% -$459K 5.87% 3
2025
Q2 		$18.2M Sell
88,920
-1,813
-2% -$366K 4.77% 6
2025
Q1 		$20.2M Sell
90,733
-1,843
-2% -$427K 5.65% 5
2024
Q4 		$23.2M Buy
92,576
+212
+0.2% +$50K 6.66% 4
2024
Q3 		$21.5M Sell
92,364
-130
-0.1% -$29K 6.11% 4
2024
Q2 		$19.5M Sell
92,494
-82
-0.1% -$15.3K 6.22% 4
2024
Q1 		$15.9M Sell
92,576
-168
-0.2% -$30.5K 5.16% 6
2023
Q4 		$17.9M Sell
92,744
-902
-1% -$167K 6.16% 4
2023
Q3 		$16M Buy
93,646
+1,818
+2% +$333K 6.32% 4
2023
Q2 		$17.8M Buy
91,828
+4,724
+5% +$823K 6.94% 4
2023
Q1 		$14.4M Buy
87,104
+41,463
+91% +$6.12M 6.27% 4
2022
Q4 		$5.93M Buy
45,641
+16,641
+57% +$2.38M 3.73% 4
2022
Q3 		$4.01M Buy
29,000
+86
+0.3% +$13.5K 3.2% 4
2022
Q2 		$3.95M Hold
28,914
– – 3.2% 5
2022
Q1 		$5.05M Sell
28,914
-292
-1% -$49.1K 3.43% 4
2021
Q4 		$5.19M Sell
29,206
-802
-3% -$127K 2.98% 3
2021
Q3 		$4.25M Buy
30,008
+1,268
+4% +$187K 2.94% 4
2021
Q2 		$3.94M Sell
28,740
-824
-3% -$107K 2.95% 3
2021
Q1 		$3.61M Sell
29,564
-654
-2% -$83.9K 2.89% 4
2020
Q4 		$4.01M Buy
+30,218
New +$3.63M 3.79% 3

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

St. Clair Advisors's AAPL Position: Q2 2026 in Review

St. Clair Advisors reduced its Apple (AAPL) stake by 4.9% in Q2 2026, selling an estimated $1.15M and leaving 77,771 shares worth $22.5M. The position accounts for 5.79% of the portfolio, ranked #3.

St. Clair Advisors first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.2M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • St. Clair Advisors held 77,771 shares of Apple worth $22.5M as of Q2 2026.
  • St. Clair Advisors sold 4,025 Apple shares in Q2 2026, an estimated $1.15M.
  • Apple made up 5.79% of St. Clair Advisors's portfolio in Q2 2026, its #3 holding.
  • St. Clair Advisors first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • St. Clair Advisors's Apple position peaked at $23.2M in Q4 2024.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.