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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
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 $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

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

Carmel Capital Partners reduced its Apple (AAPL) stake by 0.73% in Q1 2026, selling an estimated $22.9K and leaving 12,034 shares worth $3.05M. The position accounts for 1.1% of the portfolio, ranked #26.

Carmel Capital Partners first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.3M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carmel Capital Partners held 12,034 shares of Apple worth $3.05M as of Q1 2026.
  • Carmel Capital Partners sold 88 Apple shares in Q1 2026, an estimated $22.9K.
  • Apple made up 1.1% of Carmel Capital Partners's portfolio in Q1 2026, its #26 holding.
  • Carmel Capital Partners first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Carmel Capital Partners's Apple position peaked at $3.3M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.