SEC 13F Intelligence

Latko Wealth Management, Ltd. / AAPL

Latko Wealth Management, Ltd.’s Apple Inc Position

Does Latko Wealth Management, Ltd. own Apple Inc (AAPL)? Yes — 13.5K shares worth $3M (+1.68% of its 13F portfolio) as of Q1 2026, down from 13.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.5K
% of Portfolio
+1.68%
Quarters Held
7
currently held

Position History AAPL

Reported value by quarter
Q3 ’24: $3,154Q3 ’24Q4 ’24: $3,399Q4 ’24Q1 ’25: $2,718Q1 ’25Q2 ’25: $3,145Q2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.5K$3M+1.68%
Q4 202513.8K$4M+1.84%
Q3 202515.2K$4M+1.96%
Q2 202515.3K$3,145+1.77%
Q1 202512.2K$2,718+1.76%
Q4 202413.6K$3,399+2.02%
Q3 202413.5K$3,154+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Latko Wealth Management, Ltd.’s full portfolio or all institutional holders of AAPL.