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Total Clarity Wealth Management’s Apple AAPL Stock Holding History

Total Clarity Wealth Management’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
Q1 		$6.67M Sell
26,284
-439
-2% -$114K 1.57% 8
2025
Q4 		$7.26M Buy
26,723
+547
+2% +$147K 1.76% 7
2025
Q3 		$6.67M Sell
26,176
-601
-2% -$136K 1.77% 8
2025
Q2 		$5.49M Sell
26,777
-951
-3% -$192K 1.57% 10
2025
Q1 		$6.94M Hold
27,728
– – 2.27% 4
2024
Q4 		$6.94M Buy
27,728
+143
+0.5% +$33.7K 2.26% 4
2024
Q3 		$6.43M Sell
27,585
-274
-1% -$61.2K 2.07% 6
2024
Q2 		$5.87M Sell
27,859
-1,726
-6% -$322K 2.04% 6
2024
Q1 		$5.07M Sell
29,585
-1,750
-6% -$318K 1.76% 9
2023
Q4 		$6.03M Buy
31,335
+2,681
+9% +$495K 2.47% 3
2023
Q3 		$4.91M Buy
28,654
+818
+3% +$150K 2.36% 4
2023
Q2 		$5.4M Buy
27,836
+2,204
+9% +$384K 2.68% 2
2023
Q1 		$4.23M Sell
25,632
-2,464
-9% -$364K 2.3% 3
2022
Q4 		$3.65M Sell
28,096
-66
-0.2% -$9.43K 1.86% 5
2022
Q3 		$3.89M Sell
28,162
-1,248
-4% -$196K 2.43% 2
2022
Q2 		$4.02M Sell
29,410
-254
-0.9% -$38.5K 2.08% 3
2022
Q1 		$5.18M Buy
29,664
+1,493
+5% +$251K 2.84% 1
2021
Q4 		$5M Buy
28,171
+1,597
+6% +$252K 2.27% 3
2021
Q3 		$3.76M Buy
26,574
+654
+3% +$96.3K 1.79% 4
2021
Q2 		$3.55M Buy
25,920
+237
+0.9% +$30.7K 1.98% 5
2021
Q1 		$3.14M Buy
25,683
+285
+1% +$36.6K 1.8% 8
2020
Q4 		$3.37M Buy
25,398
+103
+0.4% +$12.4K 2.34% 8
2020
Q3 		$2.93M Buy
25,295
+807
+3% +$88.1K 2.56% 9
2020
Q2 		$2.23M Sell
24,488
-924
-4% -$71.6K 2.05% 10
2020
Q1 		$1.62M Buy
25,412
+428
+2% +$31.5K 2.5% 11
2019
Q4 		$1.83M Buy
+24,984
New +$1.61M 1.38% 16

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Total Clarity Wealth Management's AAPL Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its Apple (AAPL) stake by 1.6% in Q1 2026, selling an estimated $114K and leaving 26,284 shares worth $6.67M. The position accounts for 1.57% of the portfolio, ranked #8.

Total Clarity Wealth Management first reported a position in AAPL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.26M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Total Clarity Wealth Management held 26,284 shares of Apple worth $6.67M as of Q1 2026.
  • Total Clarity Wealth Management sold 439 Apple shares in Q1 2026, an estimated $114K.
  • Apple made up 1.57% of Total Clarity Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Total Clarity Wealth Management first reported a position in Apple in Q4 2019 and has held it in 26 quarters since.
  • Total Clarity Wealth Management's Apple position peaked at $7.26M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.