SEC 13F Intelligence

Carolinas Wealth Consulting LLC / AAPL

Carolinas Wealth Consulting LLC’s Apple Inc Position

Does Carolinas Wealth Consulting LLC own Apple Inc (AAPL)? Not currently — the last reported position was 33.6K shares worth $7M in Q2 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$7M
Q2 2025
Shares
33.6K
% of Portfolio
+1.61%
Quarters Held
22
position exited

Position History AAPL

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $6MQ3 ’20Q4 ’20: $12MQ1 ’21: $14MQ2 ’21: $18MQ2 ’21Q3 ’21: $18MQ4 ’21: $16MQ1 ’22: $15MQ1 ’22Q2 ’22: $14MQ3 ’22: $14MQ4 ’22: $13MQ4 ’22Q1 ’23: $17MQ2 ’23: $20MQ3 ’23: $16MQ3 ’23Q4 ’23: $18MQ1 ’24: $16MQ2 ’24: $19MQ2 ’24Q3 ’24: $21MQ4 ’24: $15MQ2 ’25: $7MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202533.6K$7M+1.61%
Q4 202458.9K$15M+2.90%
Q3 202490.7K$21M+3.83%
Q2 202490.6K$19M+3.68%
Q1 202490.8K$16M+3.07%
Q4 202392.3K$18M+3.87%
Q3 202393.1K$16M+3.96%
Q2 2023102.3K$20M+3.94%
Q1 2023104.4K$17M+3.66%
Q4 2022103.0K$13M+3.03%
Q3 2022100.9K$14M+3.53%
Q2 2022101.1K$14M+3.43%
Q1 202287.6K$15M+3.38%
Q4 202190.7K$16M+3.51%
Q3 2021100.8K$18M+4.16%
Q2 2021104.5K$18M+3.94%
Q1 202180.0K$14M+3.34%
Q4 202061.3K$12M+3.22%
Q3 202049.3K$6M+1.92%
Q2 202011.6K$4M+1.67%
Q1 202011.6K$3M+1.59%
Q4 20195.3K$2M+1.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolinas Wealth Consulting LLC’s full portfolio or all institutional holders of AAPL.