Circle Wealth Management, LLC AAPL — APPLE INC

Ownership history in Circle Wealth Management, LLC  ·  40 quarters on record

AI Ownership Summary

Circle Wealth Management, LLC reported APPLE INC (AAPL) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 43.21% in 2026 Q1. The latest visible filing shows AAPL at 43.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Circle Wealth Management, LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 43.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
43.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page Circle Wealth Management, LLC fund profile Circle Wealth Management, LLC full holdings
How Circle Wealth Management, LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,944,494 +11,603,094 +3398.7% 43.21% $3.03B 2026-05-12 $294.80
2026 Q1 REDUCED — — — 341,400 -9,075,266 -96.4% 0.01% $582K 2026-05-12 $294.80
2025 Q4 ADDED — — — 9,416,666 +9,075,266 +2658.3% 39.42% $2.56B 2026-02-13 $255.54
2025 Q4 REDUCED 94.9% -6.6% ✅ 341,400 -6,295,898 -94.9% 0.01% $520K 2026-02-13 $255.54
2025 Q3 ADDED — — — 6,637,298 +92,404 +1.4% 32.89% $1.69B 2025-11-14 $271.90
2025 Q2 ADDED — — — 6,544,894 +6,044,894 +1209.0% 29.05% $1.34B 2025-08-14 $232.12
2025 Q2 REDUCED 92.4% +24.1% ❌ 500,000 -6,069,821 -92.4% 2.22% $102.6M 2025-08-14 $232.12
2025 Q1 ADDED — — — 6,569,821 +129 +0.0% 33.49% $1.46B 2025-05-14 $211.49
2024 Q4 REDUCED — — — 6,569,692 -68,319 -1.0% 34.85% $1.65B 2025-02-14 $243.31
2024 Q3 REDUCED 8.7% +8.4% ❌ 6,638,011 -635,655 -8.7% 34.21% $1.55B 2024-11-14 $226.77
2024 Q2 REDUCED — — — 7,273,666 -179,306 -2.4% 35.30% $1.53B 2024-08-13 $219.62
2024 Q1 ADDED — — — 7,452,972 +4,415 +0.1% 31.68% $1.28B 2024-05-14 $185.82
2023 Q4 REDUCED 17.8% -11.6% ✅ 7,448,557 -1,614,376 -17.8% 36.43% $1.43B 2024-02-15 $182.03
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% Stembrook Asset Management, LLC 34.72% TRB Advisors LP 3Y 7Y 30.45% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9%

FAQ About Circle Wealth Management, LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Circle Wealth Management, LLC reported owning AAPL?

Circle Wealth Management, LLC reported AAPL across 13 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in Circle Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AAPL was 43.21% in 2026 Q1.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when Circle Wealth Management, LLC reported 11,944,494 shares, equal to 43.21% of portfolio, with an estimated market value of $3.03B.

What does the chart on this AAPL ownership page compare?

The chart compares Circle Wealth Management, LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Circle Wealth Management, LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Circle Wealth Management, LLC correctly timed 19 out of 39 reported position changes (49%). The annualised alpha on AAPL relative to SPY over the holding period was +9.8%.

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