Apple shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 23k | 254.63 |
| 2025-06-30 | $4.8M | 24k | 205.17 |
| 2025-03-31 | $5.6M | 25k | 222.13 |
| 2024-12-31 | $6.1M | 25k | 250.42 |
| 2024-09-30 | $5.9M | 25k | 233.00 |
| 2024-06-30 | $5.0M | 24k | 210.62 |
| 2024-03-31 | $4.1M | 24k | 171.48 |
| 2023-12-31 | $4.6M | 24k | 192.53 |
| 2023-09-30 | $4.1M | 24k | 171.21 |
| 2023-06-30 | $4.9M | 25k | 193.97 |
| 2023-03-31 | $4.3M | 26k | 164.90 |
| 2022-12-31 | $3.4M | 26k | 129.93 |
| 2022-09-30 | $4.0M | 29k | 138.18 |
| 2022-06-30 | $4.1M | 30k | 136.73 |