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Carr Financial Group’s Apple AAPL Stock Holding History

Carr Financial Group’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
Q1 		– Sell
-500
Closed -$125K – 176
2024
Q4 		$125K Buy
+500
New +$118K 0.04% 183

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

Carr Financial Group's AAPL Position: Q1 2026 in Review

Carr Financial Group reduced its Apple (AAPL) stake by 6.9% in Q1 2026, selling an estimated $366K and leaving 19,036 shares worth $4.83M. The position accounts for 1.27% of the portfolio, ranked #17.

Carr Financial Group first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.56M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carr Financial Group held 19,036 shares of Apple worth $4.83M as of Q1 2026.
  • Carr Financial Group sold 1,408 Apple shares in Q1 2026, an estimated $366K.
  • Apple made up 1.27% of Carr Financial Group's portfolio in Q1 2026, its #17 holding.
  • Carr Financial Group first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's Apple position peaked at $5.56M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.