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Carter Financial Group’s Apple AAPL Stock Holding History

Carter Financial Group’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
Q2 		$6.48M Sell
22,405
-3,107
-12% -$889K 3.36% 8
2026
Q1 		$6.47M Buy
25,512
+375
+1% +$97.6K 4% 5
2025
Q4 		$6.83M Buy
25,137
+23
+0.1% +$6.17K 4.05% 5
2025
Q3 		$6.39M Sell
25,114
-342
-1% -$77.3K 3.86% 6
2025
Q2 		$5.22M Buy
+25,456
New +$5.14M 3.42% 7
2022
Q1 		$2.96M Buy
+16,922
New +$2.85M 3.96% 6

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Carter Financial Group's AAPL Position: Q2 2026 in Review

Carter Financial Group reduced its Apple (AAPL) stake by 12% in Q2 2026, selling an estimated $889K and leaving 22,405 shares worth $6.48M. The position accounts for 3.36% of the portfolio, ranked #8.

Carter Financial Group first reported a position in AAPL in Q1 2022 and has held it in 6 quarters since. The position peaked at $6.83M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Carter Financial Group held 22,405 shares of Apple worth $6.48M as of Q2 2026.
  • Carter Financial Group sold 3,107 Apple shares in Q2 2026, an estimated $889K.
  • Apple made up 3.36% of Carter Financial Group's portfolio in Q2 2026, its #8 holding.
  • Carter Financial Group first reported a position in Apple in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Apple position peaked at $6.83M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.