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Cary Street Partners Investment Advisory’s Apple AAPL Stock Holding History

Cary Street Partners Investment Advisory’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 		$15.4M Buy
53,288
+3,832
+8% +$1.1M 3.12% 1
2026
Q1 		$12.6M Buy
49,456
+2,021
+4% +$526K 3.21% 1
2025
Q4 		$12.9M Buy
47,435
+2,259
+5% +$606K 3.48% 1
2025
Q3 		$11.5M Buy
45,176
+3,296
+8% +$745K 4.81% 2
2025
Q2 		$8.59M Buy
41,880
+10,157
+32% +$2.05M 4.16% 2
2025
Q1 		$7.05M Buy
31,723
+3,753
+13% +$869K 4.06% 1
2024
Q4 		$7M Sell
27,970
-412,651
-94% -$97.3M 4.59% 1
2024
Q3 		$103M Buy
440,621
+3,138
+0.7% +$701K 3.79% 1
2024
Q2 		$92.1M Sell
437,483
-75
-0% -$14K 3.73% 1
2024
Q1 		$75M Sell
437,558
-927
-0.2% -$169K 3.17% 2
2023
Q4 		$84.4M Buy
438,485
+15,180
+4% +$2.8M 4.02% 1
2023
Q3 		$72.5M Buy
423,305
+43,991
+12% +$8.07M 3.9% 1
2023
Q2 		$73.6M Buy
379,314
+35,506
+10% +$6.19M 4.73% 1
2023
Q1 		$56.7M Sell
343,808
-9,348
-3% -$1.38M 4.07% 1
2022
Q4 		$45.9M Sell
353,156
-14,113
-4% -$2.02M 3.38% 1
2022
Q3 		$50.8M Buy
367,269
+24,120
+7% +$3.79M 4.18% 1
2022
Q2 		$46.9M Buy
343,149
+294,142
+600% +$44.5M 3.98% 1
2022
Q1 		$8.56M Buy
49,007
+7,050
+17% +$1.19M 2.35% 5
2021
Q4 		$7.45M Buy
41,957
+2,113
+5% +$334K 2.07% 6
2021
Q3 		$5.64M Buy
39,844
+333
+0.8% +$49K 1.85% 8
2021
Q2 		$5.41M Buy
39,511
+5,436
+16% +$704K 1.75% 9
2021
Q1 		$4.16M Sell
34,075
-252,079
-88% -$32.4M 1.71% 11
2020
Q4 		$38M Buy
286,154
+187,817
+191% +$22.6M 7.31% 2
2020
Q3 		$11.4M Buy
98,337
+72,017
+274% +$7.86M 2.41% 1
2020
Q2 		$2.4M Sell
26,320
-136
-0.5% -$10.5K 3.4% 4
2020
Q1 		$1.68M Sell
26,456
-3,576
-12% -$263K 3.92% 6
2019
Q4 		$2.21M Buy
+30,032
New +$1.93M 2.42% 9
2018
Q4 		$1.34M Buy
+34,132
New +$1.65M 1.31% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's AAPL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Apple (AAPL) stake by 7.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 53,288 shares worth $15.4M. The position accounts for 3.12% of the portfolio, ranked #1.

Cary Street Partners Investment Advisory first reported a position in AAPL in Q4 2018 and has held it in 28 quarters since. The position peaked at $103M in Q3 2024. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 53,288 shares of Apple worth $15.4M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 3,832 Apple shares in Q2 2026, an estimated $1.1M.
  • Apple made up 3.12% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #1 holding.
  • Cary Street Partners Investment Advisory first reported a position in Apple in Q4 2018 and has held it in 28 quarters since.
  • Cary Street Partners Investment Advisory's Apple position peaked at $103M in Q3 2024.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.