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Castle Wealth Management’s Apple AAPL Stock Holding History

Castle Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.4M Buy
22,134
+82
+0.4% +$23.5K 1.9% 16
2026
Q1 		$5.6M Sell
22,052
-65
-0.3% -$16.9K 1.81% 17
2025
Q4 		$6.01M Sell
22,117
-701
-3% -$188K 1.99% 11
2025
Q3 		$5.81M Sell
22,818
-762
-3% -$172K 1.96% 12
2025
Q2 		$4.84M Sell
23,580
-1,496
-6% -$302K 1.76% 18
2025
Q1 		$5.57M Buy
25,076
+581
+2% +$135K 2.18% 9
2024
Q4 		$6.13M Sell
24,495
-933
-4% -$220K 2.41% 8
2024
Q3 		$5.92M Buy
25,428
+1,532
+6% +$342K 2.37% 9
2024
Q2 		$5.03M Sell
23,896
-102
-0.4% -$19K 2.41% 9
2024
Q1 		$4.12M Buy
23,998
+191
+0.8% +$34.7K 2.15% 12
2023
Q4 		$4.58M Sell
23,807
-78
-0.3% -$14.4K 2.75% 9
2023
Q3 		$4.09M Sell
23,885
-1,188
-5% -$218K 2.91% 9
2023
Q2 		$4.86M Sell
25,073
-724
-3% -$126K 3.39% 5
2023
Q1 		$4.25M Sell
25,797
-52
-0.2% -$7.67K 3.29% 7
2022
Q4 		$3.36M Sell
25,849
-3,380
-12% -$483K 2.11% 13
2022
Q3 		$4.04M Sell
29,229
-655
-2% -$103K 2.45% 9
2022
Q2 		$4.09M Buy
+29,884
New +$4.53M 2.38% 10

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Castle Wealth Management's AAPL Position: Q2 2026 in Review

Castle Wealth Management increased its Apple (AAPL) stake by 0.37% in Q2 2026, buying an estimated $23.5K and bringing the position to 22,134 shares worth $6.4M. The position accounts for 1.9% of the portfolio, ranked #16.

Castle Wealth Management first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Castle Wealth Management held 22,134 shares of Apple worth $6.4M as of Q2 2026.
  • Castle Wealth Management bought 82 Apple shares in Q2 2026, an estimated $23.5K.
  • Apple made up 1.9% of Castle Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Castle Wealth Management first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.