Woodard & Company Asset Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.73M | Sell |
34,410
-1,516
| -4% | -$395K | 1.4% | 19 |
|
|
2025
Q4 | $9.77M | Sell |
35,926
-485
| -1% | -$130K | 1.55% | 15 |
|
|
2025
Q3 | $9.27M | Sell |
36,411
-527
| -1% | -$119K | 1.51% | 16 |
|
|
2025
Q2 | $7.58M | Sell |
36,938
-4,250
| -10% | -$858K | 1.39% | 15 |
|
|
2025
Q1 | $9.15M | Buy |
41,188
+325
| +0.8% | +$75.3K | 1.91% | 13 |
|
|
2024
Q4 | $10.2M | Sell |
40,863
-462
| -1% | -$109K | 2.21% | 10 |
|
|
2024
Q3 | $9.63M | Buy |
41,325
+43
| +0.1% | +$9.6K | 2.16% | 12 |
|
|
2024
Q2 | $8.69M | Sell |
41,282
-236
| -0.6% | -$44K | 2.16% | 9 |
|
|
2024
Q1 | $7.12M | Sell |
41,518
-119
| -0.3% | -$21.6K | 1.9% | 10 |
|
|
2023
Q4 | $8.02M | Sell |
41,637
-1,927
| -4% | -$356K | 2.34% | 9 |
|
|
2023
Q3 | $7.46M | Sell |
43,564
-804
| -2% | -$147K | 2.53% | 10 |
|
|
2023
Q2 | $8.61M | Sell |
44,368
-809
| -2% | -$141K | 2.86% | 8 |
|
|
2023
Q1 | $7.45M | Buy |
45,177
+496
| +1% | +$73.2K | 2.59% | 8 |
|
|
2022
Q4 | $5.81M | Buy |
44,681
+898
| +2% | +$128K | 2.06% | 9 |
|
|
2022
Q3 | $6.05M | Buy |
43,783
+753
| +2% | +$118K | 2.79% | 8 |
|
|
2022
Q2 | $5.88M | Sell |
43,030
-2,955
| -6% | -$448K | 2.42% | 9 |
|
|
2022
Q1 | $8.03M | Sell |
45,985
-2,557
| -5% | -$430K | 3.35% | 6 |
|
|
2021
Q4 | $8.62M | Sell |
48,542
-1,298
| -3% | -$205K | 4.09% | 5 |
|
|
2021
Q3 | $7.05M | Sell |
49,840
-3,698
| -7% | -$544K | 4.35% | 3 |
|
|
2021
Q2 | $7.33M | Sell |
53,538
-847
| -2% | -$110K | 4.38% | 3 |
|
|
2021
Q1 | $6.64M | Sell |
54,385
-10,970
| -17% | -$1.41M | 4.23% | 3 |
|
|
2020
Q4 | $8.67M | Sell |
65,355
-2,316
| -3% | -$279K | 5.32% | 4 |
|
|
2020
Q3 | $7.84M | Sell |
67,671
-653
| -1% | -$71.3K | 5.13% | 4 |
|
|
2020
Q2 | $6.23M | Buy |
68,324
+852
| +1% | +$66K | 4.21% | 5 |
|
|
2020
Q1 | $4.29M | Sell |
67,472
-9,868
| -13% | -$726K | 3.08% | 7 |
|
|
2019
Q4 | $5.68M | Sell |
77,340
-1,904
| -2% | -$122K | 3.42% | 5 |
|
|
2019
Q3 | $4.44M | Buy |
79,244
+72,244
| +1,032% | +$3.78M | 2.82% | 6 |
|
|
2019
Q2 | $346K | Hold |
7,000
| – | – | 2.67% | 11 |
|
|
2019
Q1 | $332K | Hold |
7,000
| – | – | 2.79% | 14 |
|
|
2018
Q4 | $276K | Sell |
7,000
-75,532
| -92% | -$3.66M | 2.79% | 15 |
|
|
2018
Q3 | $4.66M | Sell |
82,532
-2,188
| -3% | -$114K | 4.23% | 3 |
|
|
2018
Q2 | $3.92M | Sell |
84,720
-3,880
| -4% | -$176K | 3.8% | 3 |
|
|
2018
Q1 | $3.72M | Sell |
88,600
-2,616
| -3% | -$113K | 3.64% | 3 |
|
|
2017
Q4 | $3.86M | Buy |
+91,216
| New | +$3.81M | 3.35% | 4 |
|
Other funds holding AAPL
VCM
VPM
Woodard & Company Asset Management Group's AAPL Position: Q1 2026 in Review
Woodard & Company Asset Management Group reduced its Apple (AAPL) stake by 4.2% in Q1 2026, selling an estimated $395K and leaving 34,410 shares worth $8.73M. The position accounts for 1.4% of the portfolio, ranked #19.
Woodard & Company Asset Management Group first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q4 2024. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Woodard & Company Asset Management Group held 34,410 shares of Apple worth $8.73M as of Q1 2026.
- Woodard & Company Asset Management Group sold 1,516 Apple shares in Q1 2026, an estimated $395K.
- Apple made up 1.4% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #19 holding.
- Woodard & Company Asset Management Group first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Woodard & Company Asset Management Group's Apple position peaked at $10.2M in Q4 2024.
- 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.