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Apple shares owned by Carlson Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.9M 13k 289.50
2026-03-31 $3.4M 13k 253.78
2025-12-31 $3.7M 14k 271.85

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View all positions for Carlson Financial

Top funds holding Apple

BlackRock
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FMR
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Jpmorgan Chase & Co
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Norges Bank Investment Management
Invesco
Northern Trust
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View all funds holding Apple