Position in AAPL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,031,393,132
+$471,378,314 QoQ
Shares Held
11,944,494
+26.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
71.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AAPL Over Time
Shares Held
Position Value (USD)
Derivatives in AAPL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$86,643,906
PutShares
341,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Mar 31, 2026Circle Wealth Management, LLC holds $3,031,393,132 across 1 Consumer Electronics name. AAPL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
This page
|
11,944,494 | $3,031,393,132 |
All Filings in AAPL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,643,906 | 341,400 | Put | Sole | 2026-05-12 | |
| 2026-03-31 | $3,031,393,132 | 11,944,494 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $92,813,004 | 341,400 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $2,560,014,818 | 9,416,666 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,690,055,189 | 6,637,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,342,815,901 | 6,544,894 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $102,585,000 | 500,000 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $1,459,354,338 | 6,569,821 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,645,182,270 | 6,569,692 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,546,656,563 | 6,638,011 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,531,979,532 | 7,273,666 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,278,035,638 | 7,452,972 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,434,070,679 | 7,448,557 | Shares | Other | 2024-02-15 | |
| 2023-09-30 | $1,551,664,758 | 9,062,933 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $17,757,371 | 91,547 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,219,115 | 92,293 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,130,264 | 93,360 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,538,210 | 97,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,666,257 | 99,958 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,760,456 | 101,715 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,165,278 | 119,194 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,844,604 | 111,976 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,878,841 | 101,335 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,347,288 | 101,083 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,751,497 | 118,709 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $12,883,746 | 111,249 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,571,019 | 28,191 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,967,251 | 30,945 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||