SEC 13F Intelligence

Power Wealth Management LLC / AAPL

Power Wealth Management LLC’s Apple Inc Position

Does Power Wealth Management LLC own Apple Inc (AAPL)? Yes — 12.1K shares worth $3M (+1.14% of its 13F portfolio) as of Q1 2026, up from 11.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.1K
% of Portfolio
+1.14%
Quarters Held
10
currently held

Position History AAPL

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $2MQ2 ’24: $4MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.1K$3M+1.14%
Q4 202511.7K$3M+1.12%
Q3 202512.0K$3M+1.12%
Q2 202512.6K$3M+0.99%
Q1 202512.6K$3M+1.13%
Q4 202412.9K$3M+1.34%
Q3 202413.5K$3M+1.34%
Q2 202418.1K$4M+1.82%
Q1 202414.0K$2M+1.51%
Q4 202314.4K$3M+1.92%

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