Circle Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.03B | Buy |
11,944,494
+2,527,828
| +27% | +$658M | 43.21% | 1 |
|
|
2025
Q4 | $2.56B | Buy |
9,416,666
+2,779,368
| +42% | +$746M | 39.42% | 1 |
|
|
2025
Q3 | $1.69B | Buy |
6,637,298
+92,404
| +1% | +$20.9M | 32.89% | 1 |
|
|
2025
Q2 | $1.34B | Sell |
6,544,894
-24,927
| -0.4% | -$5.03M | 29.05% | 1 |
|
|
2025
Q1 | $1.46B | Buy |
6,569,821
+129
| +0% | +$29.9K | 33.49% | 1 |
|
|
2024
Q4 | $1.65B | Sell |
6,569,692
-68,319
| -1% | -$16.1M | 34.85% | 1 |
|
|
2024
Q3 | $1.55B | Sell |
6,638,011
-635,655
| -9% | -$142M | 34.21% | 1 |
|
|
2024
Q2 | $1.53B | Sell |
7,273,666
-179,306
| -2% | -$33.4M | 35.3% | 1 |
|
|
2024
Q1 | $1.28B | Buy |
7,452,972
+4,415
| +0.1% | +$803K | 31.68% | 1 |
|
|
2023
Q4 | $1.43B | Sell |
7,448,557
-1,614,376
| -18% | -$298M | 36.43% | 1 |
|
|
2023
Q3 | $1.55B | Buy |
9,062,933
+8,971,386
| +9,800% | +$1.65B | 38.67% | 1 |
|
|
2023
Q2 | $17.8M | Sell |
91,547
-746
| -0.8% | -$130K | 2.35% | 4 |
|
|
2023
Q1 | $15.2M | Sell |
92,293
-1,067
| -1% | -$157K | 2.2% | 4 |
|
|
2022
Q4 | $12.1M | Sell |
93,360
-4,601
| -5% | -$658K | 1.87% | 5 |
|
|
2022
Q3 | $13.5M | Sell |
97,961
-1,997
| -2% | -$313K | 2.23% | 4 |
|
|
2022
Q2 | $13.7M | Sell |
99,958
-1,757
| -2% | -$266K | 2.17% | 4 |
|
|
2022
Q1 | $17.8M | Sell |
101,715
-17,479
| -15% | -$2.94M | 2.33% | 4 |
|
|
2021
Q4 | $21.2M | Buy |
119,194
+7,218
| +6% | +$1.14M | 2.76% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
111,976
+10,641
| +11% | +$1.57M | 2.29% | 4 |
|
|
2021
Q2 | $13.9M | Buy |
101,335
+252
| +0.2% | +$32.7K | 1.99% | 6 |
|
|
2021
Q1 | $12.3M | Sell |
101,083
-17,626
| -15% | -$2.26M | 1.97% | 7 |
|
|
2020
Q4 | $15.8M | Buy |
118,709
+7,460
| +7% | +$897K | 2.26% | 5 |
|
|
2020
Q3 | $12.9M | Sell |
111,249
-1,515
| -1% | -$165K | 2.13% | 5 |
|
|
2020
Q2 | $10.3M | Sell |
112,764
-11,016
| -9% | -$854K | 1.8% | 5 |
|
|
2020
Q1 | $7.73M | Buy |
123,780
+17,860
| +17% | +$1.31M | 1.51% | 8 |
|
|
2019
Q4 | $7.78M | Sell |
105,920
-472
| -0.4% | -$30.4K | 1.35% | 11 |
|
|
2019
Q3 | $5.96M | Sell |
106,392
-956
| -0.9% | -$50K | 1.27% | 8 |
|
|
2019
Q2 | $5.31M | Buy |
107,348
+1,424
| +1% | +$69.4K | 1.15% | 12 |
|
|
2019
Q1 | $5.03M | Buy |
105,924
+47,472
| +81% | +$2.01M | 1.13% | 10 |
|
|
2018
Q4 | $2.31M | Sell |
58,452
-7,864
| -12% | -$381K | 0.86% | 16 |
|
|
2018
Q3 | $3.74M | Buy |
66,316
+872
| +1% | +$45.4K | 1.18% | 12 |
|
|
2018
Q2 | $3.03M | Buy |
65,444
+4,588
| +8% | +$208K | 1.03% | 14 |
|
|
2018
Q1 | $2.55M | Buy |
60,856
+6,036
| +11% | +$260K | 0.92% | 15 |
|
|
2017
Q4 | $2.32M | Sell |
54,820
-6,640
| -11% | -$277K | 0.88% | 14 |
|
|
2017
Q3 | $2.37M | Sell |
61,460
-204
| -0.3% | -$7.91K | 0.97% | 16 |
|
|
2017
Q2 | $2.22M | Buy |
61,664
+2,288
| +4% | +$84.6K | 0.98% | 14 |
|
|
2017
Q1 | $2.13M | Sell |
59,376
-960
| -2% | -$31.6K | 1.02% | 13 |
|
|
2016
Q4 | $1.75M | Buy |
+60,336
| New | +$1.71M | 0.93% | 17 |
|
Other funds holding AAPL
VCM
VPM
Circle Wealth Management's AAPL Position: Q1 2026 in Review
Circle Wealth Management increased its Apple (AAPL) stake by 27% in Q1 2026, buying an estimated $658M and bringing the position to 11,944,494 shares worth $3.03B. The position accounts for 43.21% of the portfolio, ranked #1.
Circle Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Circle Wealth Management held 11,944,494 shares of Apple worth $3.03B as of Q1 2026.
- Circle Wealth Management bought 2,527,828 Apple shares in Q1 2026, an estimated $658M.
- Apple made up 43.21% of Circle Wealth Management's portfolio in Q1 2026, its #1 holding.
- Circle Wealth Management first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.