Carmel Capital Management
AAPL icon

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
Q3 		$16.4M Sell
49,387
-225
-0.5% -$72.3K 3.87% 9
2026
Q2 		$14.4M Sell
49,612
-50
-0.1% -$14.3K 3.15% 16
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 		$9.9M 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 		$11.4M 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Carmel Capital Management's AAPL Position: Q3 2026 in Review

Carmel Capital Management reduced its Apple (AAPL) stake by 0.45% in Q3 2026, selling an estimated $72.3K and leaving 49,387 shares worth $16.4M. The position accounts for 3.87% of the portfolio, ranked #9.

Carmel Capital Management first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Carmel Capital Management held 49,387 shares of Apple worth $16.4M as of Q3 2026.
  • Carmel Capital Management sold 225 Apple shares in Q3 2026, an estimated $72.3K.
  • Apple made up 3.87% of Carmel Capital Management's portfolio in Q3 2026, its #9 holding.
  • Carmel Capital Management first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Carmel Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.