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Apple shares owned by Athena Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Athena Wealth Management from 13F filings

Historical chart of Athena Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Athena Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 11k 253.79
2025-12-31 $3.1M 12k 271.85

More positions owned by Athena Wealth Management

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Putnam Etf Trust Focused Lar Cap (PVAL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Citigroup Com New (C)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Astrazeneca Ord (AZN)
Cisco Systems (CSCO)
Amazon (AMZN)
ConocoPhillips (COP)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Hilton Worldwide Holdings (HLT)
Ares Capital Corporation (ARCC)

View all positions for Athena Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company
Susquehanna International

View all funds holding Apple