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Carolina Wealth Management’s Apple AAPL Stock Holding History

Carolina Wealth 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 		$1.72M Buy
+5,942
New +$1.7M 0.79% 23

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

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

Carolina Wealth Management opened a new position in Apple (AAPL) in Q2 2026: 5,942 shares worth $1.72M. The stake represents 0.79% of the portfolio and ranks #23 among its holdings.

6,078 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carolina Wealth Management held 5,942 shares of Apple worth $1.72M as of Q2 2026.
  • Apple was a new Carolina Wealth Management position in Q2 2026.
  • Apple made up 0.79% of Carolina Wealth Management's portfolio in Q2 2026, its #23 holding.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.