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Carbahal Olsen Financial Services Group’s Apple AAPL Stock Holding History

Carbahal Olsen Financial Services Group’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.53M Sell
15,656
-1,100
-7% -$315K 3.15% 9
2026
Q1 		$4.25M Sell
16,756
-154
-0.9% -$40.1K 3.4% 9
2025
Q4 		$4.6M Buy
16,910
+7,948
+89% +$2.13M 3.53% 9
2025
Q3 		$2.28M Sell
8,962
-36
-0.4% -$8.13K 1.83% 9
2025
Q2 		$1.85M Sell
8,998
-58
-0.6% -$11.7K 1.57% 9
2025
Q1 		$2.01M Buy
9,056
+570
+7% +$132K 1.91% 9
2024
Q4 		$2.13M Buy
+8,486
New +$2M 1.96% 9

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carbahal Olsen Financial Services Group's AAPL Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its Apple (AAPL) stake by 6.6% in Q2 2026, selling an estimated $315K and leaving 15,656 shares worth $4.53M. The position accounts for 3.15% of the portfolio, ranked #9.

Carbahal Olsen Financial Services Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 15,656 shares of Apple worth $4.53M as of Q2 2026.
  • Carbahal Olsen Financial Services Group sold 1,100 Apple shares in Q2 2026, an estimated $315K.
  • Apple made up 3.15% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #9 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Carbahal Olsen Financial Services Group's Apple position peaked at $4.6M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.