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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
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 		$9.86M 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
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

Carmel Capital Management's AAPL Position: Q2 2026 in Review

Carmel Capital Management reduced its Apple (AAPL) stake by 0.1% in Q2 2026, selling an estimated $14.3K and leaving 49,612 shares worth $14.4M. The position accounts for 3.15% of the portfolio, ranked #16.

Carmel Capital Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carmel Capital Management held 49,612 shares of Apple worth $14.4M as of Q2 2026.
  • Carmel Capital Management sold 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 3.15% of Carmel Capital Management's portfolio in Q2 2026, its #16 holding.
  • Carmel Capital Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.