Apple shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5B | 6.6M | 233.00 |
| 2024-06-30 | $1.5B | 7.3M | 210.62 |
| 2024-03-31 | $1.3B | 7.5M | 171.48 |
| 2023-12-31 | $1.4B | 7.4M | 192.53 |
| 2023-09-30 | $1.6B | 9.1M | 171.21 |
| 2023-06-30 | $18M | 92k | 193.97 |
| 2023-03-31 | $15M | 92k | 164.90 |
| 2022-12-31 | $12M | 93k | 129.93 |
| 2022-09-30 | $14M | 98k | 138.20 |
| 2022-06-30 | $14M | 100k | 136.72 |
| 2022-03-31 | $18M | 102k | 174.61 |
| 2021-12-31 | $21M | 119k | 177.57 |
| 2021-09-30 | $16M | 112k | 141.50 |
| 2021-06-30 | $14M | 101k | 136.96 |
| 2021-03-31 | $12M | 101k | 122.15 |
| 2020-12-31 | $16M | 119k | 132.69 |
| 2020-09-30 | $13M | 111k | 115.81 |
| 2020-06-30 | $10M | 28k | 364.80 |
| 2020-03-31 | $7.7M | 31k | 249.86 |
| 2019-12-31 | $7.8M | 27k | 293.66 |
| 2019-09-30 | $6.0M | 27k | 223.96 |
| 2019-06-30 | $5.3M | 27k | 197.94 |
| 2019-03-31 | $5.0M | 27k | 189.95 |
| 2018-12-31 | $2.3M | 15k | 157.74 |
| 2018-09-30 | $3.7M | 17k | 225.77 |
| 2018-06-30 | $3.0M | 16k | 185.14 |
| 2018-03-31 | $2.6M | 15k | 167.81 |
| 2017-12-31 | $2.3M | 14k | 169.21 |
| 2017-09-30 | $2.4M | 15k | 154.12 |
| 2017-06-30 | $2.2M | 15k | 144.01 |
| 2017-03-31 | $2.1M | 15k | 143.63 |
| 2016-12-31 | $1.7M | 15k | 115.82 |