Athena Wealth Management
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Athena Wealth Management’s Apple AAPL Stock Holding History

Athena 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 		$7.15M Buy
21,477
+1,610
+8% +$517K 5.14% 2
2026
Q2 		$5.75M Buy
19,867
+9,173
+86% +$2.62M 4.28% 2
2026
Q1 		$2.71M Sell
10,694
-782
-7% -$204K 2.22% 5
2025
Q4 		$3.12M Buy
+11,476
New +$3.08M 3.03% 4

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Athena Wealth Management increased its Apple (AAPL) stake by 8.1% in Q3 2026, buying an estimated $517K and bringing the position to 21,477 shares worth $7.15M. The position accounts for 5.14% of the portfolio, ranked #2.

Athena Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 4 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Athena Wealth Management held 21,477 shares of Apple worth $7.15M as of Q3 2026.
  • Athena Wealth Management bought 1,610 Apple shares in Q3 2026, an estimated $517K.
  • Apple made up 5.14% of Athena Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Athena Wealth Management first reported a position in Apple in Q4 2025 and has held it in 4 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.