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Apple shares owned by Carr Financial Group Corp

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

Historical chart of Carr Financial Group Corp investment in Apple

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

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Quarterly reported holdings in Apple by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 27k 171.48
2023-12-31 $4.7M 25k 192.53
2023-09-30 $4.3M 24k 176.65
2023-06-30 $3.5M 18k 193.97
2023-03-31 $3.0M 18k 164.90
2022-12-31 $2.8M 22k 129.93

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Carr Financial Group Corp

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple