Back to AAPL
Carter Financial Group, INC. → AAPL
Carter Financial Group, INC. AAPL Position History
Apple Inc. • Technology
Quarters held
5
Latest value
$7.5M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q4 2025 | $6.8M |
| Q1 2026 | $6.5M |
| Q2 2026 | $6.5M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 22.5K | — | — |
| Q2 2026 | $6.5M | 22.4K | — | — |
| Q1 2026 | $6.5M | 25.5K | — | — |
| Q4 2025 | $6.8M | 25.1K | — | — |
| Q3 2025 | $6.4M | 25.1K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B