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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Athena Wealth Management increased its Apple (AAPL) stake by 86% in Q2 2026, buying an estimated $2.62M and bringing the position to 19,867 shares worth $5.75M. The position accounts for 4.28% of the portfolio, ranked #2.

Athena Wealth Management first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Athena Wealth Management held 19,867 shares of Apple worth $5.75M as of Q2 2026.
  • Athena Wealth Management bought 9,173 Apple shares in Q2 2026, an estimated $2.62M.
  • Apple made up 4.28% of Athena Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Athena Wealth Management first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.