SEC 13F Intelligence

Potentia Wealth / AAPL

Potentia Wealth’s Apple Inc Position

Does Potentia Wealth own Apple Inc (AAPL)? Yes — 108.8K shares worth $28M (+10.66% of its 13F portfolio) as of Q1 2026, up from 94.0K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
108.8K
% of Portfolio
+10.66%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026108.8K$28M+10.66%
Q4 202594.0K$26M+9.36%
Q3 202569.4K$18M+6.74%
Q2 202558.3K$12M+6.82%
Q1 202557.3K$13M+5.96%
Q4 202457.3K$14M+6.38%

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