Clearstead Advisors, LLC / AAPL
Clearstead Advisors, LLC’s Apple Inc Position
Does Clearstead Advisors, LLC own Apple Inc (AAPL)? Yes — 1.15M shares worth $292M (+2.67% of its 13F portfolio) as of Q1 2026, up from 987.4K shares the prior filed quarter.
Position Value
$292M
Q1 2026
Shares
1.15M
% of Portfolio
+2.67%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.15M | $292M | +2.67% |
| Q4 2025 | 987.4K | $268M | +3.38% |
| Q3 2025 | 963.3K | $245M | +3.22% |
| Q2 2025 | 975.4K | $200M | +2.81% |
| Q1 2025 | 964.2K | $214M | +3.32% |
| Q4 2024 | 996.7K | $250M | +3.79% |
| Q3 2024 | 1.00M | $234M | +3.62% |
| Q2 2024 | 883.3K | $186M | +3.17% |
| Q1 2024 | 467.0K | $87M | +4.31% |
| Q4 2023 | 483.4K | $93M | +4.94% |
| Q3 2023 | 981.8K | $168M | +4.88% |
| Q2 2023 | 441.8K | $86M | +5.19% |
| Q1 2023 | 352.2K | $58M | +4.23% |
| Q4 2022 | 336.0K | $44M | +3.42% |
| Q3 2022 | 331.4K | $46M | +4.22% |
| Q2 2022 | 354.3K | $48M | +3.77% |
| Q1 2022 | 350.1K | $61M | +4.15% |
| Q4 2021 | 338.1K | $60M | +4.08% |
| Q3 2021 | 356.7K | $50M | +3.77% |
| Q2 2021 | 364.8K | $50M | +3.84% |
| Q1 2021 | 358.8K | $44M | +3.65% |
| Q4 2020 | 346.4K | $46M | +4.18% |
| Q3 2020 | 340.1K | $39M | +4.22% |
| Q2 2020 | 90.3K | $33M | +3.81% |
| Q1 2020 | 88.4K | $22M | +3.27% |
| Q4 2019 | 92.0K | $27M | +3.28% |
| Q3 2019 | 91.4K | $20M | +2.74% |
| Q2 2019 | 93.8K | $19M | +2.47% |
| Q1 2019 | 73.3K | $14M | +1.92% |
| Q4 2018 | 73.5K | $12M | +1.81% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearstead Advisors, LLC’s full portfolio or all institutional holders of AAPL.