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Potentia Wealth’s Apple AAPL Stock Holding History

Potentia Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Sell
85,374
-23,450
-22% -$6.71M 10.11% 2
2026
Q1 		$27.6M Buy
108,824
+14,854
+16% +$3.87M 10.66% 2
2025
Q4 		$25.5M Buy
93,970
+24,584
+35% +$6.6M 9.36% 3
2025
Q3 		$17.7M Buy
69,386
+11,053
+19% +$2.5M 6.74% 3
2025
Q2 		$12M Buy
58,333
+1,066
+2% +$215K 6.82% 3
2025
Q1 		$12.7M Sell
57,267
-65
-0.1% -$15.1K 5.96% 3
2024
Q4 		$14.4M Buy
+57,332
New +$13.5M 6.38% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Potentia Wealth's AAPL Position: Q2 2026 in Review

Potentia Wealth reduced its Apple (AAPL) stake by 22% in Q2 2026, selling an estimated $6.71M and leaving 85,374 shares worth $24.7M. The position accounts for 10.11% of the portfolio, ranked #2.

Potentia Wealth first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.6M in Q1 2026. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Potentia Wealth held 85,374 shares of Apple worth $24.7M as of Q2 2026.
  • Potentia Wealth sold 23,450 Apple shares in Q2 2026, an estimated $6.71M.
  • Apple made up 10.11% of Potentia Wealth's portfolio in Q2 2026, its #2 holding.
  • Potentia Wealth first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Apple position peaked at $27.6M in Q1 2026.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.