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Carmel Capital Partners’s Apple AAPL Stock Holding History

Carmel Capital Partners’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 		$3.55M Buy
12,256
+222
+2% +$63.5K 1.17% 19
2026
Q1 		$3.05M Sell
12,034
-88
-0.7% -$22.9K 1.1% 26
2025
Q4 		$3.3M Buy
12,122
+2,637
+28% +$708K 1.16% 22
2025
Q3 		$2.42M Sell
9,485
-2,379
-20% -$537K 1.02% 20
2025
Q2 		$2.43M Buy
11,864
+1,070
+10% +$216K 0.85% 28
2025
Q1 		$2.4M Sell
10,794
-25
-0.2% -$5.79K 0.94% 18
2024
Q4 		$2.71M Buy
10,819
+103
+1% +$24.3K 1.09% 14
2024
Q3 		$2.5M Hold
10,716
– – 0.96% 18
2024
Q2 		$2.26M Sell
10,716
-308
-3% -$57.4K 0.95% 17
2024
Q1 		$1.89M Buy
11,024
+1,945
+21% +$354K 0.78% 22
2023
Q4 		$1.75M Sell
9,079
-1,739
-16% -$321K 0.89% 19
2023
Q3 		$1.85M Buy
10,818
+1,935
+22% +$355K 0.83% 19
2023
Q2 		$1.72M Sell
8,883
-917
-9% -$160K 0.89% 17
2023
Q1 		$1.62M Sell
9,800
-639
-6% -$94.3K 0.96% 11
2022
Q4 		$1.36M Sell
10,439
-92
-0.9% -$13.1K 0.94% 15
2022
Q3 		$1.46M Buy
10,531
+1
+0% +$157 1.41% 8
2022
Q2 		$1.44M Buy
10,530
+1,326
+14% +$201K 1.35% 8
2022
Q1 		$1.61M Sell
9,204
-12
-0.1% -$2.02K 1.34% 9
2021
Q4 		$1.64M Buy
+9,216
New +$1.46M 1.22% 12

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 Partners's AAPL Position: Q2 2026 in Review

Carmel Capital Partners increased its Apple (AAPL) stake by 1.8% in Q2 2026, buying an estimated $63.5K and bringing the position to 12,256 shares worth $3.55M. The position accounts for 1.17% of the portfolio, ranked #19.

Carmel Capital Partners 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 Partners held 12,256 shares of Apple worth $3.55M as of Q2 2026.
  • Carmel Capital Partners bought 222 Apple shares in Q2 2026, an estimated $63.5K.
  • Apple made up 1.17% of Carmel Capital Partners's portfolio in Q2 2026, its #19 holding.
  • Carmel Capital Partners 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 Partners's 13F filing for Q2 2026, filed 30 Jul 2026.