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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
Q2 		$4.64M Buy
16,019
+5,698
+55% +$1.63M 2.05% 9
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 $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

Ariadne Wealth Management's AAPL Position: Q2 2026 in Review

Ariadne Wealth Management increased its Apple (AAPL) stake by 55% in Q2 2026, buying an estimated $1.63M and bringing the position to 16,019 shares worth $4.64M. The position accounts for 2.05% of the portfolio, ranked #9.

Ariadne Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 9 quarters since. 6,130 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Ariadne Wealth Management held 16,019 shares of Apple worth $4.64M as of Q2 2026.
  • Ariadne Wealth Management bought 5,698 Apple shares in Q2 2026, an estimated $1.63M.
  • Apple made up 2.05% of Ariadne Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Ariadne Wealth Management first reported a position in Apple in Q2 2024 and has held it in 9 quarters since.
  • 6,130 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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