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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Potentia Wealth's AAPL Position: Q1 2026 in Review

Potentia Wealth increased its Apple (AAPL) stake by 16% in Q1 2026, buying an estimated $3.87M and bringing the position to 108,824 shares worth $27.6M. The position accounts for 10.66% of the portfolio, ranked #2.

Potentia Wealth first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. 6,083 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Potentia Wealth held 108,824 shares of Apple worth $27.6M as of Q1 2026.
  • Potentia Wealth bought 14,854 Apple shares in Q1 2026, an estimated $3.87M.
  • Apple made up 10.66% of Potentia Wealth's portfolio in Q1 2026, its #2 holding.
  • Potentia Wealth first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • 6,083 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.