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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

AAPL holding history

Apple Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
11,601,822
Value
$3.36B
% of portfolio
42.2%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,601,822$3.36B42.2%−342,672−2.9%ReducedHolders
Q1 202611,944,494$3.03B43.2%+2,527,828+26.8%AddedHolders
Q4 20259,416,666$2.56B39.4%+2,779,368+41.9%AddedHolders
Q3 20256,637,298$1.69B32.9%+92,404+1.4%AddedHolders
Q2 20256,544,894$1.34B29.9%−24,927−0.4%ReducedHolders
Q1 20256,569,821$1.46B33.8%+1290.0%AddedHolders
Q4 20246,569,692$1.65B35.2%−68,319−1.0%ReducedHolders
Q3 20246,638,011$1.55B34.3%−635,655−8.7%ReducedHolders
Q2 20247,273,666$1.53B35.4%−179,306−2.4%ReducedHolders
Q1 20247,452,972$1.28B31.8%+4,415+0.1%AddedHolders
Q4 20237,448,557$1.43B36.4%−1,614,376−17.8%ReducedHolders
Q3 20239,062,933$1.55B38.7%+8,971,386+9,799.8%AddedHolders
Q2 202391,547$17.8M2.3%−746−0.8%ReducedHolders
Q1 202392,293$15.2M2.2%−1,067−1.1%ReducedHolders
Q4 202293,360$12.1M1.9%−4,601−4.7%ReducedHolders
Q3 202297,961$13.5M2.2%−1,997−2.0%ReducedHolders
Q2 202299,958$13.7M2.2%−1,757−1.7%ReducedHolders
Q1 2022101,715$17.8M2.3%−17,479−14.7%ReducedHolders
Q4 2021119,194$21.2M2.8%+7,218+6.4%AddedHolders
Q3 2021111,976$15.8M2.3%+10,641+10.5%AddedHolders
Q2 2021101,335$13.9M2.0%+252+0.2%AddedHolders
Q1 2021101,083$12.3M2.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.