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Carroll Investors’s Apple AAPL Stock Holding History

Carroll Investors’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
Q1 		$14.3M Sell
56,180
-21,161
-27% -$5.51M 7.62% 4
2025
Q4 		$21M Sell
77,341
-2,096
-3% -$563K 10.05% 4
2025
Q3 		$20.2M Sell
79,437
-688
-0.9% -$155K 9.8% 4
2025
Q2 		$16.4M Sell
80,125
-4,972
-6% -$1M 8.7% 4
2025
Q1 		$18.9M Sell
85,097
-1,765
-2% -$409K 12.57% 2
2024
Q4 		$21.8M Sell
86,862
-761
-0.9% -$179K 12.27% 2
2024
Q3 		$20.4M Buy
87,623
+1,354
+2% +$302K 13.36% 1
2024
Q2 		$18.2M Buy
86,269
+266
+0.3% +$49.6K 12.75% 2
2024
Q1 		$14.8M Sell
86,003
-1,572
-2% -$286K 11.11% 2
2023
Q4 		$16.9M Sell
87,575
-9,202
-10% -$1.7M 13.99% 1
2023
Q3 		$16.6M Sell
96,777
-329
-0.3% -$60.3K 14.69% 2
2023
Q2 		$18.8M Sell
97,106
-625
-0.6% -$109K 14.1% 1
2023
Q1 		$16.1M Sell
97,731
-1,105
-1% -$163K 13.14% 1
2022
Q4 		$12.8M Sell
98,836
-8,279
-8% -$1.18M 13.61% 1
2022
Q3 		$14.8M Buy
107,115
+5,379
+5% +$844K 11.95% 2
2022
Q2 		$13.9M Sell
101,736
-10,615
-9% -$1.61M 12.64% 2
2022
Q1 		$19.5M Sell
112,351
-767
-0.7% -$129K 12.49% 2
2021
Q4 		$20M Buy
+113,118
New +$17.9M 11.35% 2

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

Carroll Investors's AAPL Position: Q1 2026 in Review

Carroll Investors reduced its Apple (AAPL) stake by 27% in Q1 2026, selling an estimated $5.51M and leaving 56,180 shares worth $14.3M. The position accounts for 7.62% of the portfolio, ranked #4.

Carroll Investors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.8M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carroll Investors held 56,180 shares of Apple worth $14.3M as of Q1 2026.
  • Carroll Investors sold 21,161 Apple shares in Q1 2026, an estimated $5.51M.
  • Apple made up 7.62% of Carroll Investors's portfolio in Q1 2026, its #4 holding.
  • Carroll Investors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Carroll Investors's Apple position peaked at $21.8M in Q4 2024.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.