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Clark Wealth Partners → AAPL

Clark Wealth Partners AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$1.7M
Q3 2026
Peak value
$1.7M
First seen
Q4 2024

Dollar value over time

Show data table
PeriodPosition value
Q4 2024$1M
Q1 2025$1M
Q2 2025$942K
Q3 2025$1.2M
Q4 2025$1.2M
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M5.1K——
Q2 2026$1.3M4.7K——
Q1 2026$1.1M4.5K——
Q4 2025$1.2M4.5K——
Q3 2025$1.2M4.5K——
Q2 2025$942K4.6K——
Q1 2025$1M4.7K——
Q4 2024$1M4.0K——

Other funds holding AAPL

Other Clark Wealth Partners positions

ETHA

INVESCO EXCH TRADED FD TR II

$22.2M
ETHA

INVESCO EXCH TRADED FD TR II

$21.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$21.7M
OKE

PGIM ETF TR

$20.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
SCHW-PJ

SCHWAB STRATEGIC TR

$20M
ETHA

INVESCO EXCH TRADED FD TR II

$20M