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Castle Rock Wealth Management, LLC → AAPL
Castle Rock Wealth Management, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
10
Latest value
$305K
Q3 2026
Peak value
$15.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.1M |
| Q3 2025 | $236K |
| Q4 2025 | $14.2M |
| Q4 2025 | $284K |
| Q1 2026 | $13.8M |
| Q1 2026 | $272K |
| Q2 2026 | $15.7M |
| Q2 2026 | $307K |
| Q3 2026 | $15.7M |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 3.7K | — | — |
| Q3 2026 | $15.7M | 47.0K | — | — |
| Q2 2026 | $307K | 3.7K | — | — |
| Q2 2026 | $15.7M | 53.5K | — | — |
| Q1 2026 | $272K | 3.3K | — | — |
| Q1 2026 | $13.8M | 53.9K | — | — |
| Q4 2025 | $284K | 3.3K | — | — |
| Q4 2025 | $14.2M | 52.8K | — | — |
| Q3 2025 | $236K | 3.0K | — | — |
| Q3 2025 | $14.1M | 54.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B