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McKinley Carter Wealth Services’s Apple AAPL Stock Holding History

McKinley Carter 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 		– Hold
0
– – – 130
2025
Q4 		– Hold
0
– – – 204
2025
Q3 		– Hold
0
– – – 125
2025
Q2 		– Hold
0
– – – 139
2025
Q1 		– Hold
0
– – – 127
2024
Q4 		– Hold
0
– – – 186
2024
Q3 		– Hold
0
– – – 194
2024
Q2 		– Hold
0
– – – 194
2024
Q1 		– Hold
0
– – – 210
2023
Q4 		– Hold
0
– – – 196

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McKinley Carter Wealth Services's AAPL Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Apple (AAPL) stake by 7.6% in Q1 2026, selling an estimated $2.57M and leaving 120,788 shares worth $30.7M. The position accounts for 1.77% of the portfolio, ranked #11.

McKinley Carter Wealth Services first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.6M in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • McKinley Carter Wealth Services held 120,788 shares of Apple worth $30.7M as of Q1 2026.
  • McKinley Carter Wealth Services sold 9,882 Apple shares in Q1 2026, an estimated $2.57M.
  • Apple made up 1.77% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #11 holding.
  • McKinley Carter Wealth Services first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • McKinley Carter Wealth Services's Apple position peaked at $35.6M in Q4 2024.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.