Ariadne Wealth Management
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
Q3 		$5.41M Buy
16,250
+231
+1% +$74.2K 2.37% 8
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% +$9.9K 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% -$100K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ariadne Wealth Management's AAPL Position: Q3 2026 in Review

Ariadne Wealth Management increased its Apple (AAPL) stake by 1.4% in Q3 2026, buying an estimated $74.2K and bringing the position to 16,250 shares worth $5.41M. The position accounts for 2.37% of the portfolio, ranked #8.

Ariadne Wealth Management first reported a position in AAPL in Q2 2024 and has held it in 10 quarters since. 4,411 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Ariadne Wealth Management held 16,250 shares of Apple worth $5.41M as of Q3 2026.
  • Ariadne Wealth Management bought 231 Apple shares in Q3 2026, an estimated $74.2K.
  • Apple made up 2.37% of Ariadne Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Ariadne Wealth Management first reported a position in Apple in Q2 2024 and has held it in 10 quarters since.
  • 4,411 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.