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 Q2	$5.7M	Sell	19,681 -869	-4%	-$249K	4.19%	4
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Challenger Wealth Management reduced its Apple (AAPL) stake by 4.2% in Q2 2026, selling an estimated $249K and leaving 19,681 shares worth $5.7M. The position accounts for 4.19% of the portfolio, ranked #4.

Challenger Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 2,903 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Challenger Wealth Management held 19,681 shares of Apple worth $5.7M as of Q2 2026.
Challenger Wealth Management sold 869 Apple shares in Q2 2026, an estimated $249K.
Apple made up 4.19% of Challenger Wealth Management's portfolio in Q2 2026, its #4 holding.
Challenger Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
2,903 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.