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Momentum Wealth Planning’s Apple Hospitality REIT APLE Stock Holding History

Momentum Wealth Planning’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 		$220K Sell
13,024
-2,000
-13% -$28.6K 0.16% 36
2026
Q1 		$174K Sell
15,024
-27
-0.2% -$326 0.15% 35
2025
Q4 		$180K Sell
15,051
-1,600
-10% -$18.8K 0.14% 41
2025
Q3 		$201K Sell
16,651
-3,000
-15% -$37.1K 0.16% 42
2025
Q2 		$231K Buy
+19,651
New +$231K 0.2% 37

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Momentum Wealth Planning's APLE Position: Q2 2026 in Review

Momentum Wealth Planning reduced its Apple Hospitality REIT (APLE) stake by 13% in Q2 2026, selling an estimated $28.6K and leaving 13,024 shares worth $220K. The position accounts for 0.16% of the portfolio, ranked #36.

Momentum Wealth Planning first reported a position in APLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q2 2025. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Momentum Wealth Planning held 13,024 shares of Apple Hospitality REIT worth $220K as of Q2 2026.
  • Momentum Wealth Planning sold 2,000 Apple Hospitality REIT shares in Q2 2026, an estimated $28.6K.
  • Apple Hospitality REIT made up 0.16% of Momentum Wealth Planning's portfolio in Q2 2026, its #36 holding.
  • Momentum Wealth Planning first reported a position in Apple Hospitality REIT in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Apple Hospitality REIT position peaked at $231K in Q2 2025.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.