Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Apple AAPL Stock Holding History

Carson Wealth (CWM LLC)’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 		$693M Buy
2,730,847
+20,623
+0.8% +$5.37M 1.82% 5
2025
Q4 		$737M Buy
2,710,224
+203,766
+8% +$54.7M 2% 4
2025
Q3 		$638M Buy
2,506,458
+196,092
+8% +$44.3M 1.92% 4
2025
Q2 		$474M Buy
2,310,366
+16,126
+0.7% +$3.26M 1.67% 7
2025
Q1 		$510M Buy
2,294,240
+110,064
+5% +$25.5M 2.03% 5
2024
Q4 		$547M Buy
2,184,176
+112,449
+5% +$26.5M 2.27% 4
2024
Q3 		$483M Buy
2,071,727
+71,463
+4% +$16M 2.08% 6
2024
Q2 		$421M Buy
2,000,264
+45,968
+2% +$8.57M 1.99% 6
2024
Q1 		$335M Buy
1,954,296
+62,369
+3% +$11.3M 1.63% 8
2023
Q4 		$364M Buy
1,891,927
+164,094
+9% +$30.3M 1.96% 4
2023
Q3 		$296M Buy
1,727,833
+160,614
+10% +$29.5M 1.81% 4
2023
Q2 		$304M Buy
1,567,219
+170,162
+12% +$29.7M 1.88% 5
2023
Q1 		$230M Buy
1,397,057
+135,631
+11% +$20M 1.56% 10
2022
Q4 		$164M Buy
1,261,426
+29,106
+2% +$4.16M 1.21% 13
2022
Q3 		$170M Buy
1,232,320
+153,487
+14% +$24.1M 1.35% 11
2022
Q2 		$147M Buy
1,078,833
+187,386
+21% +$28.4M 1.14% 13
2022
Q1 		$156M Buy
891,447
+101,160
+13% +$17M 1.1% 14
2021
Q4 		$140M Buy
+790,287
New +$125M 0.99% 18
2021
Q2 		$89.8M Hold
655,514
– – 0.72% 28
2021
Q1 		$89.8M Hold
655,514
– – 0.72% 28
2020
Q4 		$89.8M Hold
655,514
– – 0.72% 28
2020
Q3 		$89.8M Sell
655,514
-1,966,542
-75% -$215M 0.72% 28
2020
Q2 		$89.8M Hold
2,622,056
– – 0.72% 28
2020
Q1 		$89.8M Hold
2,622,056
– – 0.72% 28
2019
Q4 		$89.8M Hold
2,622,056
– – 0.72% 28
2019
Q3 		$89.8M Hold
2,622,056
– – 0.72% 28
2019
Q2 		$89.8M Hold
2,622,056
– – 0.72% 28
2019
Q1 		$89.8M Buy
2,622,056
+2,282,556
+672% +$96.8M 0.72% 28
2018
Q4 		$13.4M Buy
339,500
+57,740
+20% +$2.8M 0.33% 75
2018
Q3 		$15.9M Buy
281,760
+106,200
+60% +$5.53M 0.41% 64
2018
Q2 		$8.13M Sell
175,560
-170,620
-49% -$7.74M 0.27% 95
2018
Q1 		$14.5M Buy
346,180
+45,304
+15% +$1.95M 0.58% 47
2017
Q4 		$12.7M Buy
300,876
+23,432
+8% +$979K 0.57% 48
2017
Q3 		$10.7M Sell
277,444
-71,548
-21% -$2.78M 0.51% 54
2017
Q2 		$12.6M Sell
348,992
-148,344
-30% -$5.48M 0.64% 44
2017
Q1 		$17.9M Sell
497,336
-358,364
-42% -$11.8M 1.01% 32
2016
Q4 		$24.8M Sell
855,700
-49,472
-5% -$1.4M 1.52% 13
2016
Q3 		$25.6M Sell
905,172
-19,884
-2% -$526K 1.77% 6
2016
Q2 		$22.1M Sell
925,056
-70,904
-7% -$1.76M 1.61% 6
2016
Q1 		$27.1M Sell
995,960
-44,060
-4% -$1.1M 2.38% 1
2015
Q4 		$27.4M Sell
1,040,020
-44,956
-4% -$1.28M 2.67% 1
2015
Q3 		$29.9M Sell
1,084,976
-378,344
-26% -$11.1M 3.01% 1
2015
Q2 		$45.9M Buy
1,463,320
+66,068
+5% +$2.11M 4.4% 1
2015
Q1 		$43.5M Sell
1,397,252
-31,420
-2% -$949K 4.4% 1
2014
Q4 		$39.4M Sell
1,428,672
-198,036
-12% -$5.39M 4.78% 1
2014
Q3 		$41M Buy
1,626,708
+27,356
+2% +$671K 5.95% 1
2014
Q2 		$37.2M Buy
1,599,352
+231,552
+17% +$4.93M 6.65% 1
2014
Q1 		$26.2M Buy
1,367,800
+332,192
+32% +$6.32M 3.57% 2
2013
Q4 		$20.7M Buy
1,035,608
+129,668
+14% +$2.45M 3.23% 3
2013
Q3 		$15.4M Buy
+905,940
New +$15M 4.05% 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

Carson Wealth (CWM LLC)'s AAPL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Apple (AAPL) stake by 0.76% in Q1 2026, buying an estimated $5.37M and bringing the position to 2,730,847 shares worth $693M. The position accounts for 1.82% of the portfolio, ranked #5.

Carson Wealth (CWM LLC) first reported a position in AAPL in Q3 2013 and has held it in 50 quarters since. The position peaked at $737M in Q4 2025. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,730,847 shares of Apple worth $693M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,623 Apple shares in Q1 2026, an estimated $5.37M.
  • Apple made up 1.82% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apple in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Apple position peaked at $737M in Q4 2025.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.