Circle Wealth Management
AAPL icon

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
Q3 		– Sell
-196,400
Closed -$33.1K – 268
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Circle Wealth Management's AAPL Position: Q3 2026 in Review

Circle Wealth Management reduced its Apple (AAPL) stake by 4.8% in Q3 2026, selling an estimated $179M and leaving 11,044,944 shares worth $3.68B. The position accounts for 44.57% of the portfolio, ranked #1.

Circle Wealth Management first reported a position in AAPL in Q4 2016 and has held it in 40 quarters since. 5,285 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Circle Wealth Management held 11,044,944 shares of Apple worth $3.68B as of Q3 2026.
  • Circle Wealth Management sold 556,878 Apple shares in Q3 2026, an estimated $179M.
  • Apple made up 44.57% of Circle Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Circle Wealth Management first reported a position in Apple in Q4 2016 and has held it in 40 quarters since.
  • 5,285 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.