SEC 13F Intelligence

Challenger Wealth Management / AAPL

Challenger Wealth Management’s Apple Inc Position

Does Challenger Wealth Management own Apple Inc (AAPL)? Yes — 20.6K shares worth $5M (+4.17% of its 13F portfolio) as of Q1 2026, down from 20.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
20.6K
% of Portfolio
+4.17%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.6K$5M+4.17%
Q4 202520.9K$6M+4.34%
Q3 202521.1K$5M+4.20%
Q2 202523.4K$5M+3.33%
Q1 202522.4K$5M+3.94%
Q4 202422.5K$6M+4.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Challenger Wealth Management’s full portfolio or all institutional holders of AAPL.