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Carolina Wealth Advisors, LLC → AAPL
Carolina Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
8
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $2.6M |
| Q1 2026 | $503K |
| Q1 2026 | $3.9M |
| Q2 2026 | $559K |
| Q2 2026 | $4.3M |
| Q3 2026 | $649K |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 59.1K | — | — |
| Q3 2026 | $649K | 1.9K | — | — |
| Q2 2026 | $4.3M | 51.9K | — | — |
| Q2 2026 | $559K | 1.9K | — | — |
| Q1 2026 | $3.9M | 48.1K | — | — |
| Q1 2026 | $503K | 2.0K | — | — |
| Q4 2025 | $2.6M | 33.5K | — | — |
| Q4 2025 | $1.8M | 6.6K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
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