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Pinnacle Wealth Planning Services’s Apple Hospitality REIT APLE Stock Holding History

Pinnacle Wealth Planning Services’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 		$114K Buy
6,755
+113
+2% +$1.62K 0.01% 800
2026
Q1 		$76.4K Buy
6,642
+238
+4% +$2.88K 0.01% 965
2025
Q4 		$75.9K Buy
+6,404
New +$75.1K 0.01% 944
2021
Q1 		– Sell
-178
Closed -$2K – 439
2020
Q4 		$2K Buy
+178
New +$2.11K ﹤0.01% 1900

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 40.89% 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

Pinnacle Wealth Planning Services's APLE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Apple Hospitality REIT (APLE) stake by 1.7% in Q2 2026, buying an estimated $1.62K and bringing the position to 6,755 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #800.

Pinnacle Wealth Planning Services first reported a position in APLE in Q4 2020 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,755 shares of Apple Hospitality REIT worth $114K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 113 Apple Hospitality REIT shares in Q2 2026, an estimated $1.62K.
  • Apple Hospitality REIT made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #800 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apple Hospitality REIT in Q4 2020 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.