Valley Wealth Managers’s Apple Hospitality REIT APLE Stock Holding History

Valley Wealth Managers’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	$78.9K	Buy	4,691 +71	+2%	+$1.01K	﹤0.01%	202
2026 Q1	$53.2K	Buy	4,620 +82	+2%	+$992	﹤0.01%	214
2025 Q4	$53.8K	Buy	4,538 +83	+2%	+$974	﹤0.01%	213
2025 Q3	$53.5K	Buy	4,455 +76	+2%	+$939	﹤0.01%	204
2025 Q2	$51.1K	Buy	4,379 +80	+2%	+$939	﹤0.01%	199
2025 Q1	$55.5K	Hold	4,299	–	–	﹤0.01%	202
2024 Q4	$66K	Hold	4,299	–	–	﹤0.01%	201
2024 Q3	$63.8K	Hold	4,299	–	–	﹤0.01%	203
2024 Q2	$62.5K	Hold	4,299	–	–	0.01%	210
2024 Q1	$70.4K	Hold	4,299	–	–	0.01%	204
2023 Q4	$71.4K	Hold	4,299	–	–	0.01%	206
2023 Q3	$65.9K	Hold	4,299	–	–	0.01%	213
2023 Q2	$65K	Hold	4,299	–	–	0.01%	198
2023 Q1	$66.7K	Hold	4,299	–	–	0.01%	205
2022 Q4	$67.8K	Hold	4,299	–	–	0.01%	210
2022 Q3	$60K	Hold	4,299	–	–	0.01%	227
2022 Q2	$63K	Buy	+4,299	New	+$71.1K	0.01%	237
2017 Q2	–	Sell	-4,299	Closed	-$82K	–	130
2017 Q1	$82K	Buy	+4,299	New	+$84.8K	0.01%	131

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

Valley Wealth Managers's APLE Position: Q2 2026 in Review

Valley Wealth Managers increased its Apple Hospitality REIT (APLE) stake by 1.5% in Q2 2026, buying an estimated $1.01K and bringing the position to 4,691 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Valley Wealth Managers first reported a position in APLE in Q1 2017 and has held it in 18 quarters since. The position peaked at $82K in Q1 2017. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Valley Wealth Managers held 4,691 shares of Apple Hospitality REIT worth $78.9K as of Q2 2026.
Valley Wealth Managers bought 71 Apple Hospitality REIT shares in Q2 2026, an estimated $1.01K.
Apple Hospitality REIT made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #202 holding.
Valley Wealth Managers first reported a position in Apple Hospitality REIT in Q1 2017 and has held it in 18 quarters since.
Valley Wealth Managers's Apple Hospitality REIT position peaked at $82K in Q1 2017.
347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.