Wood Tarver Financial Group’s Apple AAPL Stock Holding History

Wood Tarver Financial 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 Q1	$3.14M	Sell	12,388 -269	-2%	-$70K	0.87%	23
2025 Q4	$3.44M	Sell	12,657 -380	-3%	-$102K	0.97%	22
2025 Q3	$3.32M	Buy	13,037 +94	+0.7%	+$21.2K	0.98%	19
2025 Q2	$2.65M	Buy	12,943 +119	+0.9%	+$24K	0.8%	19
2025 Q1	$2.85M	Buy	12,824 +2	+0%	+$463	0.93%	18
2024 Q4	$3.21M	Buy	+12,822	New	+$3.02M	1.07%	13

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wood Tarver Financial Group's AAPL Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Apple (AAPL) stake by 2.1% in Q1 2026, selling an estimated $70K and leaving 12,388 shares worth $3.14M. The position accounts for 0.87% of the portfolio, ranked #23.

Wood Tarver Financial Group first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.44M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Wood Tarver Financial Group held 12,388 shares of Apple worth $3.14M as of Q1 2026.
Wood Tarver Financial Group sold 269 Apple shares in Q1 2026, an estimated $70K.
Apple made up 0.87% of Wood Tarver Financial Group's portfolio in Q1 2026, its #23 holding.
Wood Tarver Financial Group first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Apple position peaked at $3.44M in Q4 2025.
6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.