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Carolina Wealth Advisors’s Apple AAPL Stock Holding History

Carolina Wealth Advisors’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 		$559K Sell
1,933
-50
-3% -$14.3K 0.22% 70
2026
Q1 		$503K Sell
1,983
-4,569
-70% -$1.19M 0.21% 70
2025
Q4 		$1.78M Buy
6,552
+62
+1% +$16.6K 0.79% 30
2025
Q3 		$1.65M Buy
6,490
+616
+10% +$139K 0.71% 30
2025
Q2 		$1.21M Buy
5,874
+1,008
+21% +$204K 0.59% 33
2025
Q1 		$1.08M Buy
4,866
+2,804
+136% +$650K 0.58% 24
2024
Q4 		$516K Sell
2,062
-1,427
-41% -$336K 0.28% 45
2024
Q3 		$813K Buy
3,489
+46
+1% +$10.3K 0.41% 29
2024
Q2 		$725K Sell
3,443
-75
-2% -$14K 0.36% 40
2024
Q1 		$603K Buy
3,518
+1
+0% +$182 0.33% 45
2023
Q4 		$677K Hold
3,517
– – 0.35% 36
2023
Q3 		$602K Sell
3,517
-111
-3% -$20.4K 0.34% 39
2023
Q2 		$704K Sell
3,628
-34
-0.9% -$5.92K 0.42% 27
2023
Q1 		$604K Sell
3,662
-232
-6% -$34.2K 0.35% 34
2022
Q4 		$506K Sell
3,894
-15
-0.4% -$2.14K 0.32% 37
2022
Q3 		$540K Sell
3,909
-12
-0.3% -$1.88K 0.42% 27
2022
Q2 		$536K Buy
3,921
+25
+0.6% +$3.79K 0.35% 32
2022
Q1 		$680K Sell
3,896
-10
-0.3% -$1.68K 0.43% 31
2021
Q4 		$694K Hold
3,906
– – 0.39% 31
2021
Q3 		$553K Buy
3,906
+185
+5% +$27.2K 0.37% 33
2021
Q2 		$510K Sell
3,721
-72
-2% -$9.33K 0.34% 38
2021
Q1 		$463K Buy
3,793
+187
+5% +$24K 0.34% 38
2020
Q4 		$478K Buy
3,606
+158
+5% +$19K 0.38% 43
2020
Q3 		$399K Buy
3,448
+188
+6% +$20.5K 0.35% 44
2020
Q2 		$297K Buy
3,260
+8
+0.2% +$620 0.29% 46
2020
Q1 		$207K Buy
3,252
+132
+4% +$9.71K 0.24% 47
2019
Q4 		$229K Buy
+3,120
New +$201K 0.22% 45

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Carolina Wealth Advisors's AAPL Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Apple (AAPL) stake by 2.5% in Q2 2026, selling an estimated $14.3K and leaving 1,933 shares worth $559K. The position accounts for 0.22% of the portfolio, ranked #70.

Carolina Wealth Advisors first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.78M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carolina Wealth Advisors held 1,933 shares of Apple worth $559K as of Q2 2026.
  • Carolina Wealth Advisors sold 50 Apple shares in Q2 2026, an estimated $14.3K.
  • Apple made up 0.22% of Carolina Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Carolina Wealth Advisors first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Apple position peaked at $1.78M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.