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	$52.4K	Buy	9,700 +5,000	+106%	+$1.3M	﹤0.01%	3789
2025 Q4	$8K	Hold	4,700	–	–	﹤0.01%	4617
2025 Q3	$7K	Hold	4,700	–	–	﹤0.01%	4599
2025 Q2	$15K	Hold	4,700	–	–	﹤0.01%	4062
2025 Q1	$19K	Buy	+4,700	New	+$1.09M	﹤0.01%	3690
2024 Q1	–	Sell	-7,200	Closed	-$26K	–	4273
2023 Q4	$26K	Buy	+7,200	New	+$1.33M	﹤0.01%	2586
2023 Q1	–	Sell	-300	Closed	-$2K	–	4003
2022 Q4	$2K	Buy	+300	New	+$42.9K	﹤0.01%	3489
2022 Q3	–	Sell	-300	Closed	-$1K	–	3866
2022 Q2	$1K	Hold	300	–	–	﹤0.01%	3467
2022 Q1	$1K	Hold	300	–	–	﹤0.01%	3283
2021 Q4	$1K	Buy	+300	New	+$47.4K	﹤0.01%	3234

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.