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Carrera Capital Advisors’s Apple AAPL Stock Holding History

Carrera Capital 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 		$4.87M Buy
16,838
+1,710
+11% +$489K 0.72% 27
2026
Q1 		$3.84M Buy
15,128
+502
+3% +$131K 0.59% 33
2025
Q4 		$3.98M Buy
14,626
+4,205
+40% +$1.13M 0.67% 31
2025
Q3 		$2.65M Buy
10,421
+311
+3% +$70.3K 0.48% 41
2025
Q2 		$2.07M Sell
10,110
-2,846
-22% -$575K 0.42% 45
2025
Q1 		$2.88M Buy
12,956
+875
+7% +$203K 0.64% 31
2024
Q4 		$3.03M Buy
12,081
+1,714
+17% +$404K 0.71% 26
2024
Q3 		$2.42M Buy
10,367
+2,405
+30% +$537K 0.59% 33
2024
Q2 		$1.68M Buy
+7,962
New +$1.48M 0.55% 33

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

Carrera Capital Advisors's AAPL Position: Q2 2026 in Review

Carrera Capital Advisors increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $489K and bringing the position to 16,838 shares worth $4.87M. The position accounts for 0.72% of the portfolio, ranked #27.

Carrera Capital Advisors first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carrera Capital Advisors held 16,838 shares of Apple worth $4.87M as of Q2 2026.
  • Carrera Capital Advisors bought 1,710 Apple shares in Q2 2026, an estimated $489K.
  • Apple made up 0.72% of Carrera Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Carrera Capital Advisors first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.