AWM
AAPL icon

Ariadne Wealth Management’s Apple AAPL Stock Holding History

Ariadne Wealth Management’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 		$2.62M Sell
10,321
-372
-3% -$96.8K 1.18% 19
2025
Q4 		$2.8M Sell
10,693
-221
-2% -$59.3K 1.16% 20
2025
Q3 		$2.98M Buy
10,914
+44
+0.4% +$9.94K 1.34% 18
2025
Q2 		$2.54M Buy
10,870
+733
+7% +$148K 1.21% 19
2025
Q1 		$2.01M Sell
10,137
-431
-4% -$99.8K 1.05% 22
2024
Q4 		$2.41M Buy
10,568
+1,211
+13% +$285K 1.1% 20
2024
Q3 		$2.13M Buy
9,357
+1,161
+14% +$259K 1.16% 20
2024
Q2 		$1.73M Buy
+8,196
New +$1.53M 1.33% 19

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

Ariadne Wealth Management's AAPL Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Apple (AAPL) stake by 3.5% in Q1 2026, selling an estimated $96.8K and leaving 10,321 shares worth $2.62M. The position accounts for 1.18% of the portfolio, ranked #19.

Ariadne Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q3 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Ariadne Wealth Management held 10,321 shares of Apple worth $2.62M as of Q1 2026.
  • Ariadne Wealth Management sold 372 Apple shares in Q1 2026, an estimated $96.8K.
  • Apple made up 1.18% of Ariadne Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Ariadne Wealth Management first reported a position in Apple in Q2 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Apple position peaked at $2.98M in Q3 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.