AAPL — APPLE INCORPORATED

Ownership history in Clarus Group, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in APPLE INCORPORATED (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
9.33% (2023 Q1)
Avg. % of fund
5.58%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,577 -1,590 -4.2% 3.58% $9.9M $271.61
2025 Q3 REDUCED 38,167 -40 -0.1% 3.38% $9.7M $254.15
2025 Q2 REDUCED 38,207 -584 -1.5% 2.88% $7.8M $204.55
2025 Q1 REDUCED 38,791 -3,554 -8.4% 3.35% $8.6M $221.17
17 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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