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Cary Street Partners’s Apple AAPL Stock Holding History

Cary Street Partners’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 		$139M Buy
481,881
+9,719
+2% +$2.78M 3.05% 2
2026
Q1 		$120M Buy
472,162
+5,083
+1% +$1.32M 2.97% 2
2025
Q4 		$127M Buy
467,079
+11,933
+3% +$3.2M 3.14% 1
2025
Q3 		$116M Sell
455,146
-3,700
-0.8% -$836K 3.01% 2
2025
Q2 		$94.1M Buy
458,846
+3,258
+0.7% +$658K 2.64% 3
2025
Q1 		$101M Buy
455,588
+16,425
+4% +$3.81M 3.2% 1
2024
Q4 		$110M Buy
+439,163
New +$104M 3.58% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Cary Street Partners increased its Apple (AAPL) stake by 2.1% in Q2 2026, buying an estimated $2.78M and bringing the position to 481,881 shares worth $139M. The position accounts for 3.05% of the portfolio, ranked #2.

Cary Street Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Cary Street Partners held 481,881 shares of Apple worth $139M as of Q2 2026.
  • Cary Street Partners bought 9,719 Apple shares in Q2 2026, an estimated $2.78M.
  • Apple made up 3.05% of Cary Street Partners's portfolio in Q2 2026, its #2 holding.
  • Cary Street Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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