Castle Wealth Management LLC / AAPL
Castle Wealth Management LLC’s Apple Inc Position
Does Castle Wealth Management LLC own Apple Inc (AAPL)? Yes — 22.1K shares worth $6M (+1.81% of its 13F portfolio) as of Q1 2026, down from 22.1K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
22.1K
% of Portfolio
+1.81%
Quarters Held
16
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 22.1K | $6M | +1.81% |
| Q4 2025 | 22.1K | $6M | +1.99% |
| Q3 2025 | 22.8K | $6M | +1.96% |
| Q2 2025 | 23.6K | $5M | +1.76% |
| Q1 2025 | 25.1K | $6M | +2.18% |
| Q4 2024 | 24.5K | $6M | +2.41% |
| Q3 2024 | 25.4K | $6M | +2.37% |
| Q2 2024 | 23.9K | $5M | +2.41% |
| Q1 2024 | 24.0K | $4M | +2.15% |
| Q4 2023 | 23.8K | $5M | +2.75% |
| Q3 2023 | 23.9K | $4M | +2.91% |
| Q2 2023 | 25.1K | $5M | +3.39% |
| Q1 2023 | 25.8K | $4M | +3.29% |
| Q4 2022 | 25.8K | $3M | +2.11% |
| Q3 2022 | 29.2K | $4M | +2.45% |
| Q2 2022 | 29.9K | $4M | +2.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Castle Wealth Management LLC’s full portfolio or all institutional holders of AAPL.