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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
Q2 		$4.27M Buy
14,755
+93
+0.6% +$26.6K 1.47% 23
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
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

McCarter Private Wealth Services's AAPL Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Apple (AAPL) stake by 0.63% in Q2 2026, buying an estimated $26.6K and bringing the position to 14,755 shares worth $4.27M. The position accounts for 1.47% of the portfolio, ranked #23.

McCarter Private Wealth Services first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • McCarter Private Wealth Services held 14,755 shares of Apple worth $4.27M as of Q2 2026.
  • McCarter Private Wealth Services bought 93 Apple shares in Q2 2026, an estimated $26.6K.
  • Apple made up 1.47% of McCarter Private Wealth Services's portfolio in Q2 2026, its #23 holding.
  • McCarter Private Wealth Services first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.