Circle Wealth Management’s Apple AAPL Stock Holding History

Circle 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	$33.1K	Sell	196,400 -145,000	-42%	-$41.5M	﹤0.01%	257
2026 Q1	$582K	Hold	341,400	–	–	0.01%	180
2025 Q4	$520K	Buy	+341,400	New	+$91.6M	0.01%	180
2025 Q3	–	Hold	0	–	-$103M	–	226
2025 Q2	–	Hold	0	–	–	–	8

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Circle Wealth Management reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $98M and leaving 11,601,822 shares worth $3.36B. The position accounts for 42.18% of the portfolio, ranked #1.

Circle Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Circle Wealth Management held 11,601,822 shares of Apple worth $3.36B as of Q2 2026.
Circle Wealth Management sold 342,672 Apple shares in Q2 2026, an estimated $98M.
Apple made up 42.18% of Circle Wealth Management's portfolio in Q2 2026, its #1 holding.
Circle Wealth Management first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.