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Woodard & Company Asset Management Group’s Apple AAPL Stock Holding History

Woodard & Company Asset Management 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 		– Sell
-200
Closed -$50.8K – 173
2026
Q1 		$50.8K Buy
+200
New +$52K 0.01% 139

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Woodard & Company Asset Management Group's AAPL Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Apple (AAPL) stake by 1.1% in Q2 2026, buying an estimated $112K and bringing the position to 34,800 shares worth $10.1M. The position accounts for 1.45% of the portfolio, ranked #21.

Woodard & Company Asset Management Group first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.2M in Q4 2024. 4,143 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Woodard & Company Asset Management Group held 34,800 shares of Apple worth $10.1M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 390 Apple shares in Q2 2026, an estimated $112K.
  • Apple made up 1.45% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #21 holding.
  • Woodard & Company Asset Management Group first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
  • Woodard & Company Asset Management Group's Apple position peaked at $10.2M in Q4 2024.
  • 4,143 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.