Challenger Wealth Management
AAPL icon

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
Q3 		$6.43M Sell
19,299
-382
-2% -$123K 4.69% 4
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Challenger Wealth Management reduced its Apple (AAPL) stake by 1.9% in Q3 2026, selling an estimated $123K and leaving 19,299 shares worth $6.43M. The position accounts for 4.69% of the portfolio, ranked #4.

Challenger Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,914 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Challenger Wealth Management held 19,299 shares of Apple worth $6.43M as of Q3 2026.
  • Challenger Wealth Management sold 382 Apple shares in Q3 2026, an estimated $123K.
  • Apple made up 4.69% of Challenger Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Challenger Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,914 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.