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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
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 $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

Carson Advisory's AAPL Position: Q1 2026 in Review

Carson Advisory increased its Apple (AAPL) stake by 1.3% in Q1 2026, buying an estimated $62.7K and bringing the position to 18,963 shares worth $4.81M. The position accounts for 2.5% of the portfolio, ranked #8.

Carson Advisory first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.24M in Q3 2024. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carson Advisory held 18,963 shares of Apple worth $4.81M as of Q1 2026.
  • Carson Advisory bought 241 Apple shares in Q1 2026, an estimated $62.7K.
  • Apple made up 2.5% of Carson Advisory's portfolio in Q1 2026, its #8 holding.
  • Carson Advisory first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Apple position peaked at $5.24M in Q3 2024.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.