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Clark Asset Management, LLC → AAPL

Clark Asset Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$39.8M
Q3 2026
Peak value
$39.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$22.4M
Q4 2025$27.3M
Q1 2026$28.3M
Q2 2026$34.2M
Q3 2026$39.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$39.8M119.5K——
Q2 2026$34.2M118.1K——
Q1 2026$28.3M111.4K——
Q4 2025$27.3M100.5K——
Q3 2025$22.4M88.0K——

Other funds holding AAPL

Other Clark Asset Management, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$203.2M
VGES

VANGUARD TAX-MANAGED FDS

$193.8M
VGES

VANGUARD TAX-MANAGED FDS

$163.9M
VGES

VANGUARD TAX-MANAGED FDS

$146.3M
VGES

VANGUARD INDEX FDS

$132.5M
VGES

VANGUARD TAX-MANAGED FDS

$130.7M
VGES

VANGUARD INDEX FDS

$127M
VGES

VANGUARD INDEX FDS

$121.4M