Apple Inc.
PL ˙ WSE ˙ US0378331005
1.156,00 PLN ↑56,00 (5,09%)
2026-06-03
AKTIENPREIS
SecurityPL:AAPL / Apple Inc.
InstitutionJupiter Wealth Management LLC
Latest Disclosed Ownership52,564 shares
Latest Disclosed Value $ 15,709,803
Jupiter Wealth Management LLC reports 5.70% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Jupiter Wealth Management LLC filed a 13F-HR form disclosing ownership of 52,564 shares of Apple Inc. (PL:AAPL) valued at $48,516,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 49,730 shares of Apple Inc.. This represents a change in shares of 5.70% during the quarter. The current value of the position is $60,763,984 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F Apple Inc Com COM 037833100 52,564 2,834 5.70 15,710 20.70 6.2091
2026-02-13 2025-12-31 13F Apple Inc Com COM 037833100 49,730 2,192 4.61 13,016 7.53 5.7956
2025-11-14 2025-09-30 13F Apple Inc Com COM 037833100 47,538 555 1.18 12,105 10.42 5.7194
2025-08-14 2025-06-30 13F Apple Inc Com COM 037833100 46,983 -1,307 -2.71 10,963 8.74 5.5360
2025-05-20 2025-03-31 13F Apple Inc Com COM 037833100 48,290 -12,139 -20.09 10,082 -33.38 6.1072
2025-02-20 2024-12-31 13F Apple Inc Com COM 037833100 60,429 1,237 2.09 15,133 9.72 7.5833
2024-11-04 2024-09-30 13F Apple Inc Com COM 037833100 59,192 404 0.69 13,792 5.64 7.0566
2024-08-12 2024-06-30 13F Apple Inc Com COM 037833100 58,788 -3,436 -5.52 13,056 14.82 6.9204
2024-05-09 2024-03-31 13F Apple Inc Com COM 037833100 62,224 -2,490 -3.85 11,371 -8.74 6.0187
2024-02-07 2023-12-31 13F Apple Inc Com COM 037833100 64,714 1,053 1.65 12,459 5.00 7.3281
2023-11-13 2023-09-30 13F Apple Inc Com COM 037833100 63,661 2,512 4.11 11,866 0.04 7.6920
2023-08-15 2023-06-30 13F Apple Inc Com COM 037833100 61,149 4,774 8.47 11,861 27.59 10.1850
2023-04-13 2023-03-31 13F Apple Inc Com COM 037833100 56,375 3,048 5.72 9,296 154,833.33 8.5574
2023-02-14 2022-12-31 13F Apple Inc Com COM 037833100 53,327 3,000 5.96 7 -99.91 6.7024
2022-11-14 2022-09-30 13F Apple Inc Com COM 037833100 50,327 0 0.00 6,955 1.09 6.9780
2022-08-15 2022-06-30 13F Apple Inc Com COM 037833100 50,327 -13,285 -20.88 6,880 -38.06 6.2694
2022-05-10 2022-03-31 13F Apple Inc Com COM 037833100 63,612 0 0.00 11,107 -1.66 6.9507
2022-02-09 2021-12-31 13F Apple Inc Com COM 037833100 63,612 283 0.45 11,295 20.57 5.8600
2021-11-17 2021-09-30 13F Apple Inc Com COM 037833100 63,329 2,000 3.26 9,368 4.53 4.4177
2021-08-09 2021-06-30 13F Apple Inc Com COM 037833100 61,329 -1,461 -2.33 8,962 6.93 4.2907
2021-04-30 2021-03-31 13F Apple Inc Com COM 037833100 62,790 -150 -0.24 8,381 0.35 4.2338
2021-02-12 2020-12-31 13F Apple Inc Com COM 037833100 62,940 6,597 11.71 8,352 28.00 5.1150
2020-11-19 2020-09-30 13F Apple Inc Com COM 037833100 56,343 47,721 553.48 6,525 92.36 4.6009
2020-08-17 2020-06-30 13F APPLE COM 037833100 8,622 168 1.99 3,392 38.79 1.6972
2020-05-04 2020-03-31 13F APPLE COM 037833100 8,454 0 0.00 2,444 -7.53 1.4232
2020-01-17 2019-12-31 13F APPLE COM 037833100 8,454 0 0.00 2,643 39.62 1.2783
2019-10-31 2019-09-30 13F APPLE COM 037833100 8,454 17 0.20 1,893 10.31 1.0111
2019-08-02 2019-06-30 13F APPLE COM 037833100 8,437 -2,000 -19.16 1,716 -19.36 0.8502
2019-04-22 2019-03-31 13F APPLE COM 037833100 10,437 10,437 2,128 1.0249
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.