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Apple shares owned by Clarion Wealth Managment Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Clarion Wealth Managment Partners from 13F filings

Historical chart of Clarion Wealth Managment Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Clarion Wealth Managment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2M 32k 254.63
2025-06-30 $7.4M 36k 205.17

More positions owned by Clarion Wealth Managment Partners

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Opportunities Trust Applied Fina Val (VSLU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Tapestry (TPR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Clarion Wealth Managment Partners

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple