AAPL — APPLE INC

Ownership history in Clarius Group, LLC  ·  43 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.02% (2020 Q4)
Avg. % of fund
2.2%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 114,121 +745 +0.7% 1.77% $31.0M $271.61
2025 Q3 REDUCED 113,376 -36,390 -24.3% 1.71% $28.9M $254.15
2025 Q2 REDUCED 149,766 -1,916 -1.3% 1.79% $30.7M $204.55
2025 Q1 ADDED 151,682 +18,258 +13.7% 2.12% $33.7M $221.17
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
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