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
2023 Q2	–	Sell	-200	Closed	-$4K	–	4136
2023 Q1	$4K	Hold	200	–	–	﹤0.01%	3345
2022 Q4	$1K	Hold	200	–	–	﹤0.01%	3668
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	3254
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	3154
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	2583
2021 Q4	$8K	Buy	+200	New	+$31.6K	﹤0.01%	2451
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	2402
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	2402
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	2402
2020 Q3	$4K	Sell	200 -600	-75%	-$65.5K	﹤0.01%	2402
2020 Q2	$4K	Hold	800	–	–	﹤0.01%	2402
2020 Q1	$4K	Hold	800	–	–	﹤0.01%	2402
2019 Q4	$4K	Hold	800	–	–	﹤0.01%	2402
2019 Q3	$4K	Hold	800	–	–	﹤0.01%	2402
2019 Q2	$4K	Hold	800	–	–	﹤0.01%	2402
2019 Q1	$4K	Buy	+800	New	+$33.9K	﹤0.01%	2402
2014 Q1	–	Sell	-10,892	Closed	-$217K	–	142
2013 Q4	$217K	Buy	+10,892	New	+$206K	0.03%	159

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.