Mascoma Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Mascoma Wealth Management’s Portfolio APLE Stock Details APLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.4K	Hold	500	–	–	﹤0.01%	337
2026 Q1	$5.75K	Hold	500	–	–	﹤0.01%	361
2025 Q4	$5.92K	Hold	500	–	–	﹤0.01%	354
2025 Q3	$6K	Hold	500	–	–	﹤0.01%	362
2025 Q2	$5.83K	Hold	500	–	–	﹤0.01%	372
2025 Q1	$6.46K	Hold	500	–	–	﹤0.01%	377
2024 Q4	$7.67K	Hold	500	–	–	﹤0.01%	367
2024 Q3	$7.42K	Hold	500	–	–	﹤0.01%	352
2024 Q2	$7.27K	Hold	500	–	–	﹤0.01%	366
2024 Q1	$8.19K	Hold	500	–	–	﹤0.01%	334
2023 Q4	$8.3K	Hold	500	–	–	﹤0.01%	335
2023 Q3	$7.67K	Hold	500	–	–	﹤0.01%	343
2023 Q2	$7.57K	Hold	500	–	–	﹤0.01%	343
2023 Q1	$7.45K	Hold	500	–	–	﹤0.01%	435
2022 Q4	$7.89K	Hold	500	–	–	﹤0.01%	437
2022 Q3	$7K	Hold	500	–	–	﹤0.01%	441
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	458
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	448
2021 Q4	$8K	Hold	500	–	–	﹤0.01%	418
2021 Q3	$8K	Buy	+500	New	+$7.5K	﹤0.01%	354
2021 Q2	–	Sell	-500	Closed	-$7K	–	122
2021 Q1	$7K	Buy	+500	New	+$6.94K	﹤0.01%	359
2019 Q3	–	Sell	-500	Closed	-$8K	–	95
2019 Q2	$8K	Hold	500	–	–	0.01%	278
2019 Q1	$8K	Hold	500	–	–	0.01%	279
2018 Q4	$7K	Hold	500	–	–	0.01%	278
2018 Q3	$9K	Hold	500	–	–	0.01%	287
2018 Q2	$9K	Hold	500	–	–	0.01%	281
2018 Q1	$9K	Hold	500	–	–	0.01%	276
2017 Q4	$10K	Hold	500	–	–	0.01%	259
2017 Q3	$9K	Hold	500	–	–	0.01%	280
2017 Q2	$9K	Buy	+500	New	+$9.49K	0.01%	285

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mascoma Wealth Management's APLE Position: Q2 2026 in Review

Mascoma Wealth Management held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 500 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Mascoma Wealth Management first reported a position in APLE in Q2 2017 and has held it in 30 quarters since. The position peaked at $10K in Q4 2017. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Mascoma Wealth Management held 500 shares of Apple Hospitality REIT worth $8.4K as of Q2 2026.
Mascoma Wealth Management left its Apple Hospitality REIT share count unchanged in Q2 2026.
Apple Hospitality REIT made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #337 holding.
Mascoma Wealth Management first reported a position in Apple Hospitality REIT in Q2 2017 and has held it in 30 quarters since.
Mascoma Wealth Management's Apple Hospitality REIT position peaked at $10K in Q4 2017.
347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.