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Copia Wealth Management

SEC CIK
0002058771
Latest filing
Aug 17, 2026

AAPL holding history

Apple Inc. in every 13F filed by Copia Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
5,730
Value
$1.66M
% of portfolio
1.0%
Quarters held
7
Since Q4 2024
Holdings of AAPL by Copia Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,730$1.66M1.0%−59−1.0%ReducedHolders
Q1 20265,789$1.47M1.0%−547−8.6%ReducedHolders
Q4 20256,336$1.72M1.2%+191+3.1%AddedHolders
Q3 20256,145$1.56M1.2%+629+11.4%AddedHolders
Q2 20255,516$1.13M1.0%+133+2.5%AddedHolders
Q1 20255,383$1.20M1.1%−38−0.7%ReducedHolders
Q4 20245,421$1.36M1.3%–No prior filingHolders