AAPL — APPLE INC

Ownership history in Carson Advisory Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.82% (2021 Q4)
Avg. % of fund
3.21%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,722 -656 -3.4% 2.65% $5.1M $271.61
2025 Q3 ADDED 19,378 +38 +0.2% 2.66% $4.9M $254.15
2025 Q2 REDUCED 19,340 -788 -3.9% 2.52% $4.0M $204.55
2025 Q1 REDUCED 20,128 -672 -3.2% 3.01% $4.5M $221.17
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
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