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Atomi Financial Group’s Apple AAPL Stock Holding History

Atomi Financial Group’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 		$119M Sell
468,351
-1,402
-0.3% -$365K 3.65% 1
2025
Q4 		$128M Buy
469,753
+82,743
+21% +$22.2M 3.75% 1
2025
Q3 		$98.5M Buy
387,010
+24,265
+7% +$5.48M 3.19% 1
2025
Q2 		$74.4M Buy
362,745
+26,208
+8% +$5.29M 2.81% 2
2025
Q1 		$74.8M Buy
336,537
+12,532
+4% +$2.9M 3.41% 1
2024
Q4 		$81.1M Buy
324,005
+57,741
+22% +$13.6M 4.1% 1
2024
Q3 		$62M Buy
266,264
+13,855
+5% +$3.09M 3.88% 1
2024
Q2 		$53.2M Buy
252,409
+36,507
+17% +$6.81M 3.93% 2
2024
Q1 		$37M Buy
215,902
+25,292
+13% +$4.6M 3.42% 2
2023
Q4 		$36.7M Buy
190,610
+54,078
+40% +$9.98M 5.08% 2
2023
Q3 		$23.4M Buy
136,532
+16,919
+14% +$3.1M 7.81% 1
2023
Q2 		$23.2M Buy
119,613
+9,721
+9% +$1.69M 10.58% 1
2023
Q1 		$18.1M Buy
+109,892
New +$16.2M 10.12% 1

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

Atomi Financial Group's AAPL Position: Q1 2026 in Review

Atomi Financial Group reduced its Apple (AAPL) stake by 0.3% in Q1 2026, selling an estimated $365K and leaving 468,351 shares worth $119M. The position accounts for 3.65% of the portfolio, ranked #1.

Atomi Financial Group first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $128M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Atomi Financial Group held 468,351 shares of Apple worth $119M as of Q1 2026.
  • Atomi Financial Group sold 1,402 Apple shares in Q1 2026, an estimated $365K.
  • Apple made up 3.65% of Atomi Financial Group's portfolio in Q1 2026, its #1 holding.
  • Atomi Financial Group first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Apple position peaked at $128M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.