McCarter Private Wealth Services’s Apple AAPL Stock Holding History

McCarter Private Wealth Services’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 Q1	$3.72M	Buy	14,662 +406	+3%	+$106K	1.62%	18
2025 Q4	$3.88M	Buy	14,256 +798	+6%	+$214K	1.74%	16
2025 Q3	$3.43M	Buy	13,458 +95	+0.7%	+$21.5K	1.76%	17
2025 Q2	$2.74M	Sell	13,363 -2,300	-15%	-$464K	1.57%	23
2025 Q1	$3.48M	Buy	15,663 +1,906	+14%	+$442K	2.28%	14
2024 Q4	$3.45M	Buy	13,757 +1,221	+10%	+$288K	2.19%	15
2024 Q3	$2.92M	Buy	+12,536	New	+$2.8M	1.85%	19

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McCarter Private Wealth Services's AAPL Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Apple (AAPL) stake by 2.8% in Q1 2026, buying an estimated $106K and bringing the position to 14,662 shares worth $3.72M. The position accounts for 1.62% of the portfolio, ranked #18.

McCarter Private Wealth Services first reported a position in AAPL in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.88M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

McCarter Private Wealth Services held 14,662 shares of Apple worth $3.72M as of Q1 2026.
McCarter Private Wealth Services bought 406 Apple shares in Q1 2026, an estimated $106K.
Apple made up 1.62% of McCarter Private Wealth Services's portfolio in Q1 2026, its #18 holding.
McCarter Private Wealth Services first reported a position in Apple in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Apple position peaked at $3.88M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.