WDC
AAPL icon

Woodward Diversified Capital’s Apple AAPL Stock Holding History

Woodward Diversified Capital’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 		$14.2M Buy
48,916
+3,245
+7% +$928K 6.24% 2
2026
Q1 		$12.3M Sell
45,671
-781
-2% -$203K 5.62% 2
2025
Q4 		$12.6M Sell
46,452
-3,539
-7% -$950K 5.78% 2
2025
Q3 		$12.7M Sell
49,991
-311
-0.6% -$70.3K 5.93% 2
2025
Q2 		$10.3M Buy
50,302
+12,613
+33% +$2.55M 5.22% 2
2025
Q1 		$8.37M Sell
37,689
-504
-1% -$117K 5.92% 2
2024
Q4 		$9.56M Sell
38,193
-17,435
-31% -$4.11M 7.03% 2
2024
Q3 		$13M Sell
55,628
-1,110
-2% -$248K 8.22% 1
2024
Q2 		$12M Sell
56,738
-7,568
-12% -$1.41M 7.01% 1
2024
Q1 		$11M Sell
64,306
-1,217
-2% -$221K 6.85% 1
2023
Q4 		$12.6M Sell
65,523
-1,057
-2% -$195K 7.92% 2
2023
Q3 		$11.4M Buy
66,580
+41
+0.1% +$7.52K 8.21% 1
2023
Q2 		$12.9M Buy
66,539
+378
+0.6% +$65.9K 9.74% 1
2023
Q1 		$10.9M Sell
66,161
-71
-0.1% -$10.5K 8.57% 1
2022
Q4 		$8.61M Sell
66,232
-5,243
-7% -$749K 6.93% 2
2022
Q3 		$9.88M Sell
71,475
-277
-0.4% -$43.5K 8.14% 2
2022
Q2 		$9.81M Sell
71,752
-391
-0.5% -$59.2K 7.5% 1
2022
Q1 		$12.6M Sell
72,143
-3,949
-5% -$664K 8.24% 1
2021
Q4 		$13.5M Sell
76,092
-7,584
-9% -$1.2M 7.95% 1
2021
Q3 		$11.8M Sell
83,676
-3,745
-4% -$551K 7.43% 1
2021
Q2 		$12M Sell
87,421
-3,729
-4% -$483K 6.83% 1
2021
Q1 		$11.1M Sell
91,150
-498
-0.5% -$63.9K 6.55% 1
2020
Q4 		$12.2M Buy
+91,648
New +$11M 7.89% 1

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Woodward Diversified Capital's AAPL Position: Q2 2026 in Review

Woodward Diversified Capital increased its Apple (AAPL) stake by 7.1% in Q2 2026, buying an estimated $928K and bringing the position to 48,916 shares worth $14.2M. The position accounts for 6.24% of the portfolio, ranked #2.

Woodward Diversified Capital first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Woodward Diversified Capital held 48,916 shares of Apple worth $14.2M as of Q2 2026.
  • Woodward Diversified Capital bought 3,245 Apple shares in Q2 2026, an estimated $928K.
  • Apple made up 6.24% of Woodward Diversified Capital's portfolio in Q2 2026, its #2 holding.
  • Woodward Diversified Capital first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.