Carson Wealth (CWM LLC)
APLE icon

Carson Wealth (CWM LLC)’s Apple Hospitality REIT APLE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$440K Buy
38,211
+2,647
+7% +$32K ﹤0.01% 2105
2025
Q4 		$421K Buy
35,564
+6,201
+21% +$72.7K ﹤0.01% 2024
2025
Q3 		$353K Buy
29,363
+9,498
+48% +$117K ﹤0.01% 2000
2025
Q2 		$232K Buy
19,865
+15,708
+378% +$184K ﹤0.01% 2046
2025
Q1 		$54K Sell
4,157
-533
-11% -$7.79K ﹤0.01% 2910
2024
Q4 		$72K Buy
4,690
+3,140
+203% +$48.6K ﹤0.01% 2501
2024
Q3 		$23K Sell
1,550
-1,985
-56% -$28.7K ﹤0.01% 3259
2024
Q2 		$51K Sell
3,535
-13
-0.4% -$194 ﹤0.01% 2460
2024
Q1 		$58K Buy
3,548
+62
+2% +$1.01K ﹤0.01% 2198
2023
Q4 		$58K Sell
3,486
-60
-2% -$974 ﹤0.01% 2075
2023
Q3 		$54K Buy
3,546
+89
+3% +$1.36K ﹤0.01% 2007
2023
Q2 		$52K Hold
3,457
– – ﹤0.01% 1951
2023
Q1 		$54K Buy
3,457
+145
+4% +$2.37K ﹤0.01% 1818
2022
Q4 		$52K Hold
3,312
– – ﹤0.01% 1706
2022
Q3 		$47K Buy
3,312
+3,269
+7,602% +$51.9K ﹤0.01% 1681
2022
Q2 		$1K Buy
+43
New +$711 ﹤0.01% 3481
2018
Q1 		– Sell
-372
Closed -$7K – 1399
2017
Q4 		$7K Sell
372
-22
-6% -$424 ﹤0.01% 970
2017
Q3 		$7K Buy
+394
New +$7.22K ﹤0.01% 981
2016
Q4 		– Sell
-3,499
Closed -$65K – 1100
2016
Q3 		$65K Buy
+3,499
New +$68K ﹤0.01% 387

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Apple Hospitality REIT (APLE) stake by 7.4% in Q1 2026, buying an estimated $32K and bringing the position to 38,211 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Carson Wealth (CWM LLC) first reported a position in APLE in Q3 2016 and has held it in 19 quarters since. 350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,211 shares of Apple Hospitality REIT worth $440K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,647 Apple Hospitality REIT shares in Q1 2026, an estimated $32K.
  • Apple Hospitality REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2105 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apple Hospitality REIT in Q3 2016 and has held it in 19 quarters since.
  • 350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

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