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Carson Advisory’s Apple AAPL Stock Holding History

Carson Advisory’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 		$5.68M Buy
19,641
+678
+4% +$194K 2.61% 7
2026
Q1 		$4.81M Buy
18,963
+241
+1% +$62.7K 2.5% 8
2025
Q4 		$5.09M Sell
18,722
-656
-3% -$176K 2.65% 7
2025
Q3 		$4.93M Buy
19,378
+38
+0.2% +$8.58K 2.66% 7
2025
Q2 		$3.97M Sell
19,340
-788
-4% -$159K 2.52% 7
2025
Q1 		$4.47M Sell
20,128
-672
-3% -$156K 3.01% 5
2024
Q4 		$5.21M Sell
20,800
-1,681
-7% -$396K 3.62% 4
2024
Q3 		$5.24M Sell
22,481
-1,614
-7% -$360K 3.29% 4
2024
Q2 		$5.07M Buy
24,095
+409
+2% +$76.3K 3.56% 4
2024
Q1 		$4.06M Sell
23,686
-287
-1% -$52.2K 2.86% 5
2023
Q4 		$4.62M Buy
23,973
+706
+3% +$130K 3.59% 4
2023
Q3 		$3.98M Buy
23,267
+1,011
+5% +$185K 3.49% 4
2023
Q2 		$4.32M Buy
22,256
+1,197
+6% +$209K 3.65% 4
2023
Q1 		$3.47M Sell
21,059
-1,494
-7% -$220K 3.09% 6
2022
Q4 		$2.93M Buy
22,553
+878
+4% +$125K 2.81% 6
2022
Q3 		$3M Sell
21,675
-819
-4% -$129K 3.32% 5
2022
Q2 		$3.08M Buy
22,494
+1,591
+8% +$241K 3.43% 5
2022
Q1 		$3.65M Sell
20,903
-333
-2% -$56K 3.63% 5
2021
Q4 		$3.77M Buy
+21,236
New +$3.36M 3.82% 3

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 $3.38T AUM 44.17% 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

Carson Advisory's AAPL Position: Q2 2026 in Review

Carson Advisory increased its Apple (AAPL) stake by 3.6% in Q2 2026, buying an estimated $194K and bringing the position to 19,641 shares worth $5.68M. The position accounts for 2.61% of the portfolio, ranked #7.

Carson Advisory first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,155 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carson Advisory held 19,641 shares of Apple worth $5.68M as of Q2 2026.
  • Carson Advisory bought 678 Apple shares in Q2 2026, an estimated $194K.
  • Apple made up 2.61% of Carson Advisory's portfolio in Q2 2026, its #7 holding.
  • Carson Advisory first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,155 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.