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Athena Investment Management’s Apple AAPL Stock Holding History

Athena Investment 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 		$4.32M Sell
17,013
-8
-0% -$2.08K 2.24% 6
2025
Q4 		$4.63M Sell
17,021
-516
-3% -$139K 2.37% 6
2025
Q3 		$4.47M Sell
17,537
-593
-3% -$134K 2.33% 6
2025
Q2 		$3.72M Buy
18,130
+1,975
+12% +$399K 2.08% 8
2025
Q1 		$3.59M Sell
16,155
-488
-3% -$113K 2.17% 7
2024
Q4 		$4.17M Sell
16,643
-346
-2% -$81.5K 2.41% 7
2024
Q3 		$3.96M Sell
16,989
-147
-0.9% -$32.8K 2.26% 7
2024
Q2 		$3.61M Sell
17,136
-551
-3% -$103K 2.19% 7
2024
Q1 		$3.03M Sell
17,687
-96
-0.5% -$17.5K 1.82% 7
2023
Q4 		$3.42M Sell
17,783
-372
-2% -$68.7K 2.22% 7
2023
Q3 		$3.11M Sell
18,155
-473
-3% -$86.7K 2.23% 7
2023
Q2 		$3.61M Sell
18,628
-579
-3% -$101K 2.49% 7
2023
Q1 		$3.17M Sell
19,207
-221
-1% -$32.6K 2.28% 7
2022
Q4 		$2.52M Buy
19,428
+778
+4% +$111K 1.85% 8
2022
Q3 		$2.58M Sell
18,650
-596
-3% -$93.5K 2.16% 8
2022
Q2 		$2.63M Buy
19,246
+1,543
+9% +$234K 2.07% 8
2022
Q1 		$3.09M Buy
+17,703
New +$2.98M 2.4% 7

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

Athena Investment Management's AAPL Position: Q1 2026 in Review

Athena Investment Management reduced its Apple (AAPL) stake by 0.05% in Q1 2026, selling an estimated $2.08K and leaving 17,013 shares worth $4.32M. The position accounts for 2.24% of the portfolio, ranked #6.

Athena Investment Management first reported a position in AAPL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.63M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Athena Investment Management held 17,013 shares of Apple worth $4.32M as of Q1 2026.
  • Athena Investment Management sold 8 Apple shares in Q1 2026, an estimated $2.08K.
  • Apple made up 2.24% of Athena Investment Management's portfolio in Q1 2026, its #6 holding.
  • Athena Investment Management first reported a position in Apple in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's Apple position peaked at $4.63M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.