Carter Financial Group
AAPL icon

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
Q3 		$7.48M Buy
22,476
+71
+0.3% +$22.8K 3.81% 6
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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Carter Financial Group's AAPL Position: Q3 2026 in Review

Carter Financial Group increased its Apple (AAPL) stake by 0.32% in Q3 2026, buying an estimated $22.8K and bringing the position to 22,476 shares worth $7.48M. The position accounts for 3.81% of the portfolio, ranked #6.

Carter Financial Group first reported a position in AAPL in Q1 2022 and has held it in 7 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Carter Financial Group held 22,476 shares of Apple worth $7.48M as of Q3 2026.
  • Carter Financial Group bought 71 Apple shares in Q3 2026, an estimated $22.8K.
  • Apple made up 3.81% of Carter Financial Group's portfolio in Q3 2026, its #6 holding.
  • Carter Financial Group first reported a position in Apple in Q1 2022 and has held it in 7 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.