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David J. Yvars Group’s Apple AAPL Stock Holding History

David J. Yvars Group’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 		$6.33M Buy
21,889
+176
+0.8% +$50.3K 2.99% 9
2026
Q1 		$5.51M Buy
21,713
+69
+0.3% +$18K 3.08% 9
2025
Q4 		$5.88M Buy
21,644
+40
+0.2% +$10.7K 3.13% 8
2025
Q3 		$5.5M Sell
21,604
-22
-0.1% -$4.97K 2.95% 9
2025
Q2 		$4.44M Buy
21,626
+251
+1% +$50.7K 2.6% 10
2025
Q1 		$4.75M Sell
21,375
-173
-0.8% -$40.1K 3.74% 6
2024
Q4 		$5.4M Sell
21,548
-2,361
-10% -$556K 3.29% 7
2024
Q3 		$5.57M Buy
23,909
+93
+0.4% +$20.8K 3.45% 6
2024
Q2 		$5.02M Sell
23,816
-1,052
-4% -$196K 3.14% 7
2024
Q1 		$4.26M Sell
24,868
-3,607
-13% -$656K 2.88% 10
2023
Q4 		$5.48M Sell
28,475
-2,335
-8% -$431K 4.41% 5
2023
Q3 		$5.27M Sell
30,810
-723
-2% -$133K 4.4% 5
2023
Q2 		$6.12M Sell
31,533
-179
-0.6% -$31.2K 5.05% 4
2023
Q1 		$5.23M Buy
31,712
+1,072
+3% +$158K 4.73% 4
2022
Q4 		$3.98M Sell
30,640
-63
-0.2% -$9K 4.99% 7
2022
Q3 		$4.24M Buy
30,703
+60
+0.2% +$9.42K 4.72% 6
2022
Q2 		$4.26M Sell
30,643
-979
-3% -$148K 5.79% 6
2022
Q1 		$5.52M Sell
31,622
-55
-0.2% -$9.25K 3.84% 10
2021
Q4 		$5.63M Sell
31,677
-3,009
-9% -$476K 3.47% 12
2021
Q3 		$4.95M Sell
34,686
-2,107
-6% -$310K 2.89% 12
2021
Q2 		$5.04M Sell
36,793
-2,149
-6% -$278K 2.83% 14
2021
Q1 		$4.75M Buy
38,942
+4
+0% +$513 3.02% 12
2020
Q4 		$5.17M Buy
+38,938
New +$4.68M 3.5% 12

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

David J. Yvars Group's AAPL Position: Q2 2026 in Review

David J. Yvars Group increased its Apple (AAPL) stake by 0.81% in Q2 2026, buying an estimated $50.3K and bringing the position to 21,889 shares worth $6.33M. The position accounts for 2.99% of the portfolio, ranked #9.

David J. Yvars Group first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • David J. Yvars Group held 21,889 shares of Apple worth $6.33M as of Q2 2026.
  • David J. Yvars Group bought 176 Apple shares in Q2 2026, an estimated $50.3K.
  • Apple made up 2.99% of David J. Yvars Group's portfolio in Q2 2026, its #9 holding.
  • David J. Yvars Group first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.