Carmel Capital Management’s Apple AAPL Stock Holding History

Carmel Capital Management’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	$12.6M	Sell	49,662 -25	-0.1%	-$6.51K	3.61%	15
2025 Q4	$13.5M	Buy	49,687 +145	+0.3%	+$38.9K	4.09%	10
2025 Q3	$12.6M	Buy	49,542 +50	+0.1%	+$11.3K	3.83%	11
2025 Q2	$10.2M	Sell	49,492 -5,780	-10%	-$1.17M	3.42%	12
2025 Q1	$12.3M	Sell	55,272 -140	-0.3%	-$32.4K	4.99%	7
2024 Q4	$13.9M	Sell	55,412 -1,435	-3%	-$338K	5.24%	5
2024 Q3	$13.2M	Sell	56,847 -720	-1%	-$161K	4.97%	5
2024 Q2	$12.1M	Buy	57,567 +60	+0.1%	+$11.2K	4.72%	8
2024 Q1	$9.86M	Sell	57,507 -7,907	-12%	-$1.44M	4.05%	10
2023 Q4	$12.6M	Sell	65,414 -1,500	-2%	-$277K	6.05%	4
2023 Q3	$11.5M	Buy	66,914 +160	+0.2%	+$29.3K	6.49%	4
2023 Q2	$12.9M	Sell	66,754 -4,540	-6%	-$791K	6.73%	4
2023 Q1	$11.8M	Buy	71,294 +1,925	+3%	+$284K	6.72%	3
2022 Q4	$9.01M	Sell	69,369 -12,760	-16%	-$1.82M	5.56%	3
2022 Q3	$11.3M	Sell	82,129 -360	-0.4%	-$56.5K	7.41%	1
2022 Q2	$11.3M	Buy	82,489 +473	+0.6%	+$71.6K	6.99%	2
2022 Q1	$14.3M	Buy	82,016 +1,251	+2%	+$210K	7.46%	2
2021 Q4	$14.3M	Buy	+80,765	New	+$12.8M	7.04%	2

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmel Capital Management's AAPL Position: Q1 2026 in Review

Carmel Capital Management reduced its Apple (AAPL) stake by 0.05% in Q1 2026, selling an estimated $6.51K and leaving 49,662 shares worth $12.6M. The position accounts for 3.61% of the portfolio, ranked #15.

Carmel Capital Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.3M in Q4 2021. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Carmel Capital Management held 49,662 shares of Apple worth $12.6M as of Q1 2026.
Carmel Capital Management sold 25 Apple shares in Q1 2026, an estimated $6.51K.
Apple made up 3.61% of Carmel Capital Management's portfolio in Q1 2026, its #15 holding.
Carmel Capital Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Carmel Capital Management's Apple position peaked at $14.3M in Q4 2021.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carmel Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.