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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
Q3 		$7.15M Sell
21,461
-428
-2% -$137K 3.28% 7
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 		$4.94M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

David J. Yvars Group's AAPL Position: Q3 2026 in Review

David J. Yvars Group reduced its Apple (AAPL) stake by 2% in Q3 2026, selling an estimated $137K and leaving 21,461 shares worth $7.15M. The position accounts for 3.28% of the portfolio, ranked #7.

David J. Yvars Group first reported a position in AAPL in Q4 2020 and has held it in 24 quarters since. 1,422 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • David J. Yvars Group held 21,461 shares of Apple worth $7.15M as of Q3 2026.
  • David J. Yvars Group sold 428 Apple shares in Q3 2026, an estimated $137K.
  • Apple made up 3.28% of David J. Yvars Group's portfolio in Q3 2026, its #7 holding.
  • David J. Yvars Group first reported a position in Apple in Q4 2020 and has held it in 24 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.