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Carl Stuart Investment Advisor’s Apple AAPL Stock Holding History

Carl Stuart Investment Advisor’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 		$285K Sell
984
-25
-2% -$7.15K 0.11% 20
2026
Q1 		$256K Buy
1,009
+1
+0.1% +$260 0.11% 23
2025
Q4 		$274K Hold
1,008
– – 0.25% 14
2025
Q3 		$257K Sell
1,008
-62
-6% -$14K 0.24% 13
2025
Q2 		$220K Buy
1,070
+63
+6% +$12.7K 0.11% 17
2025
Q1 		$224K Sell
1,007
-209
-17% -$48.4K 0.13% 14
2024
Q4 		$304K Buy
1,216
+1
+0.1% +$236 0.16% 14
2024
Q3 		$283K Hold
1,215
– – 0.16% 13
2024
Q2 		$256K Buy
1,215
+26
+2% +$4.85K 0.16% 12
2024
Q1 		$204K Sell
1,189
-9,098
-88% -$1.65M 0.13% 15
2023
Q4 		$1.98M Buy
10,287
+9
+0.1% +$1.66K 1.33% 7
2023
Q3 		$1.79M Buy
10,278
+9
+0.1% +$1.65K 1.44% 7
2023
Q2 		$1.99M Buy
10,269
+10
+0.1% +$1.74K 1.53% 6
2023
Q1 		$60.6K Buy
10,259
+10
+0.1% +$1.48K 0.06% 37
2022
Q4 		$1.33M Buy
10,249
+11
+0.1% +$1.57K 1.23% 7
2022
Q3 		$1.5M Buy
10,238
+10
+0.1% +$1.57K 1.33% 7
2022
Q2 		$1.5M Buy
+10,228
New +$1.55M 1.3% 6
2022
Q1 		– Sell
-12,180
Closed -$2.16M – 97
2021
Q4 		$2.16M Buy
+12,180
New +$1.92M 1.57% 6

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

Carl Stuart Investment Advisor's AAPL Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $7.15K and leaving 984 shares worth $285K. The position accounts for 0.11% of the portfolio, ranked #20.

Carl Stuart Investment Advisor first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.16M in Q4 2021. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carl Stuart Investment Advisor held 984 shares of Apple worth $285K as of Q2 2026.
  • Carl Stuart Investment Advisor sold 25 Apple shares in Q2 2026, an estimated $7.15K.
  • Apple made up 0.11% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #20 holding.
  • Carl Stuart Investment Advisor first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Carl Stuart Investment Advisor's Apple position peaked at $2.16M in Q4 2021.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.