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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return