Challenger Wealth Management’s Apple AAPL Stock Holding History

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

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.