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CARRET ASSET MANAGEMENT, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on AAPL, newest first. How the timeline and the estimate are built.

CARRET ASSET MANAGEMENT, LLC held 314,999 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,999 shares
    Change vs previous 13F -3,353 shares

    7.97% of the 13F portfolio, value $91,148,208.

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 318,352 shares
    Change vs previous 13F -255 shares

    7.91% of the 13F portfolio, value $80,794,517.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 318,607 shares
    Change vs previous 13F -3,934 shares

    8.22% of the 13F portfolio, value $86,616,387.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 322,541 shares
    Change vs previous 13F -1,928 shares

    7.99% of the 13F portfolio, value $82,128,661.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 324,469 shares
    Change vs previous 13F -10,012 shares

    7.11% of the 13F portfolio, value $66,571,376.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 334,481 shares
    Change vs previous 13F +2,217 shares

    8.39% of the 13F portfolio, value $74,298,285.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 332,264 shares
    Change vs previous 13F -4,765 shares

    9.11% of the 13F portfolio, value $83,205,666.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 337,029 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $78,527,674.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).