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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carr Financial Group's AAPL Position: Q2 2026 in Review

Carr Financial Group reduced its Apple (AAPL) stake by 11% in Q2 2026, selling an estimated $624K and leaving 16,853 shares worth $4.88M. The position accounts for 1.12% of the portfolio, ranked #18.

Carr Financial Group first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.56M in Q4 2025. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Carr Financial Group held 16,853 shares of Apple worth $4.88M as of Q2 2026.
Carr Financial Group sold 2,183 Apple shares in Q2 2026, an estimated $624K.
Apple made up 1.12% of Carr Financial Group's portfolio in Q2 2026, its #18 holding.
Carr Financial Group first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's Apple position peaked at $5.56M in Q4 2025.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.