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Carolinas Wealth Consulting’s Apple AAPL Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-33,609
Closed -$7.47M – 3
2025
Q1 		$7.47M Sell
33,609
-25,281
-43% -$5.86M 1.61% 16
2024
Q4 		$14.7M Sell
58,890
-31,806
-35% -$7.5M 2.9% 8
2024
Q3 		$21.1M Buy
90,696
+119
+0.1% +$26.6K 3.83% 7
2024
Q2 		$19.1M Sell
90,577
-189
-0.2% -$35.2K 3.68% 7
2024
Q1 		$15.6M Sell
90,766
-1,549
-2% -$282K 3.07% 8
2023
Q4 		$17.8M Sell
92,315
-767
-0.8% -$142K 3.87% 8
2023
Q3 		$15.9M Sell
93,082
-9,266
-9% -$1.7M 3.96% 7
2023
Q2 		$19.9M Sell
102,348
-2,062
-2% -$359K 3.94% 6
2023
Q1 		$17.2M Buy
104,410
+1,398
+1% +$206K 3.66% 7
2022
Q4 		$13.4M Buy
103,012
+2,110
+2% +$302K 3.03% 9
2022
Q3 		$13.9M Sell
100,902
-214
-0.2% -$33.6K 3.53% 8
2022
Q2 		$13.8M Buy
101,116
+13,498
+15% +$2.04M 3.43% 9
2022
Q1 		$15.3M Sell
87,618
-3,045
-3% -$512K 3.38% 9
2021
Q4 		$16.1M Sell
90,663
-10,158
-10% -$1.61M 3.51% 8
2021
Q3 		$17.9M Sell
100,821
-3,684
-4% -$542K 4.16% 5
2021
Q2 		$17.9M Buy
104,505
+24,463
+31% +$3.17M 3.94% 6
2021
Q1 		$13.7M Buy
80,042
+18,747
+31% +$2.41M 3.34% 8
2020
Q4 		$12M Buy
61,295
+11,949
+24% +$1.44M 3.22% 9
2020
Q3 		$5.71M Buy
49,346
+2,778
+6% +$303K 1.92% 18
2020
Q2 		$4.25M Buy
46,568
+280
+0.6% +$21.7K 1.67% 18
2020
Q1 		$2.94M Buy
46,288
+25,140
+119% +$1.85M 1.59% 20
2019
Q4 		$1.55M Buy
+21,148
New +$1.36M 1.61% 20

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's AAPL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Apple (AAPL) in Q2 2025, closing a stake of 33,609 shares — an estimated $7.47M sold.

Carolinas Wealth Consulting first reported a position in AAPL in Q4 2019 and held it in 22 quarters. The position peaked at $21.1M in Q3 2024. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Apple position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 33,609 Apple shares in Q2 2025, an estimated $7.47M.
  • Carolinas Wealth Consulting first reported a position in Apple in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Apple position peaked at $21.1M in Q3 2024.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.