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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
Q2 		$3.78M Buy
13,068
+680
+5% +$195K 0.89% 25
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wood Tarver Financial Group's AAPL Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Apple (AAPL) stake by 5.5% in Q2 2026, buying an estimated $195K and bringing the position to 13,068 shares worth $3.78M. The position accounts for 0.89% of the portfolio, ranked #25.

Wood Tarver Financial Group first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,121 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Wood Tarver Financial Group held 13,068 shares of Apple worth $3.78M as of Q2 2026.
  • Wood Tarver Financial Group bought 680 Apple shares in Q2 2026, an estimated $195K.
  • Apple made up 0.89% of Wood Tarver Financial Group's portfolio in Q2 2026, its #25 holding.
  • Wood Tarver Financial Group first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,121 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.