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Challenger Wealth Management’s Apple AAPL Stock Holding History

Challenger 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
Q1 		$5.22M Sell
20,550
-391
-2% -$102K 4.17% 4
2025
Q4 		$5.69M Sell
20,941
-142
-0.7% -$38.1K 4.34% 4
2025
Q3 		$5.37M Sell
21,083
-2,322
-10% -$525K 4.2% 4
2025
Q2 		$4.8M Buy
23,405
+1,034
+5% +$209K 3.33% 5
2025
Q1 		$4.97M Sell
22,371
-127
-0.6% -$29.4K 3.94% 5
2024
Q4 		$5.63M Buy
+22,498
New +$5.3M 4.85% 5

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

Challenger Wealth Management's AAPL Position: Q1 2026 in Review

Challenger Wealth Management reduced its Apple (AAPL) stake by 1.9% in Q1 2026, selling an estimated $102K and leaving 20,550 shares worth $5.22M. The position accounts for 4.17% of the portfolio, ranked #4.

Challenger Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.69M in Q4 2025. 6,077 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Challenger Wealth Management held 20,550 shares of Apple worth $5.22M as of Q1 2026.
  • Challenger Wealth Management sold 391 Apple shares in Q1 2026, an estimated $102K.
  • Apple made up 4.17% of Challenger Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Challenger Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Apple position peaked at $5.69M in Q4 2025.
  • 6,077 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.