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Castleview Partners’s Apple AAPL Stock Holding History

Castleview Partners’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 		$6.94M Sell
23,991
-1,455
-6% -$416K 3.05% 4
2026
Q1 		$6.46M Buy
25,446
+1,095
+4% +$285K 3.31% 4
2025
Q4 		$6.62M Sell
24,351
-12,700
-34% -$3.41M 3.28% 3
2025
Q3 		$9.43M Buy
37,051
+2,828
+8% +$639K 5.12% 2
2025
Q2 		$7.02M Buy
34,223
+13,500
+65% +$2.73M 4.51% 2
2025
Q1 		$4.6M Sell
20,723
-4,155
-17% -$963K 3.12% 2
2024
Q4 		$6.07M Sell
24,878
-238
-0.9% -$56.1K 3.27% 2
2024
Q3 		$5.85M Sell
25,116
-1,476
-6% -$330K 3.37% 2
2024
Q2 		$5.6M Buy
26,592
+4,479
+20% +$835K 3.18% 3
2024
Q1 		$3.79M Buy
22,113
+12,723
+135% +$2.31M 2.12% 5
2023
Q4 		$1.81M Buy
9,390
+2,363
+34% +$436K 1.27% 9
2023
Q3 		$1.2M Buy
7,027
+813
+13% +$149K 1.11% 11
2023
Q2 		$1.21M Buy
6,214
+449
+8% +$78.2K 1.09% 12
2023
Q1 		$951K Buy
+5,765
New +$851K 0.84% 23
2022
Q4 		– Sell
-6,418
Closed -$887K – 631
2022
Q3 		$887K Buy
6,418
+3,418
+114% +$536K 0.85% 23
2022
Q2 		$9.24K Sell
3,000
-12,619
-81% -$1.91M 0.01% 465
2022
Q1 		$2.73M Sell
15,619
-3,419,443
-100% -$575M 1.7% 7
2021
Q4 		$19.3K Buy
+3,435,062
New +$543M 0.15% 57
2021
Q2 		$2.81M Buy
+20,511
New +$2.66M 1.23% 13
2018
Q1 		$1.2M Buy
+28,572
New +$1.23M 0.99% 25

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

Castleview Partners's AAPL Position: Q2 2026 in Review

Castleview Partners reduced its Apple (AAPL) stake by 5.7% in Q2 2026, selling an estimated $416K and leaving 23,991 shares worth $6.94M. The position accounts for 3.05% of the portfolio, ranked #4.

Castleview Partners first reported a position in AAPL in Q1 2018 and has held it in 20 quarters since. The position peaked at $9.43M in Q3 2025. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Castleview Partners held 23,991 shares of Apple worth $6.94M as of Q2 2026.
  • Castleview Partners sold 1,455 Apple shares in Q2 2026, an estimated $416K.
  • Apple made up 3.05% of Castleview Partners's portfolio in Q2 2026, its #4 holding.
  • Castleview Partners first reported a position in Apple in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Apple position peaked at $9.43M in Q3 2025.
  • 6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.