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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carl Stuart Investment Advisor's AAPL Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its Apple (AAPL) stake by 0.1% in Q1 2026, buying an estimated $260 and bringing the position to 1,009 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #23.

Carl Stuart Investment Advisor first reported a position in AAPL in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.16M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carl Stuart Investment Advisor held 1,009 shares of Apple worth $256K as of Q1 2026.
  • Carl Stuart Investment Advisor bought 1 Apple share in Q1 2026, an estimated $260.
  • Apple made up 0.11% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #23 holding.
  • Carl Stuart Investment Advisor first reported a position in Apple in Q4 2021 and has held it in 17 quarters since.
  • Carl Stuart Investment Advisor's Apple position peaked at $2.16M in Q4 2021.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.