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Woodward Financial Advisors’s Apple AAPL Stock Holding History

Woodward Financial Advisors’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 		$2.88M Buy
9,953
+2
+0% +$572 0.96% 17
2026
Q1 		$2.45M Sell
9,951
-151
-1% -$39.3K 0.95% 17
2025
Q4 		$2.75M Hold
10,102
– – 1.03% 17
2025
Q3 		$2.57M Sell
10,102
-348
-3% -$78.6K 0.98% 19
2025
Q2 		$2.14M Sell
10,450
-100
-0.9% -$20.2K 0.88% 19
2025
Q1 		$2.34M Buy
10,550
+317
+3% +$73.4K 1.11% 18
2024
Q4 		$2.56M Sell
10,233
-682
-6% -$161K 1.27% 17
2024
Q3 		$2.54M Sell
10,915
-47
-0.4% -$10.5K 1.28% 17
2024
Q2 		$2.38M Sell
10,962
-346
-3% -$64.5K 1.35% 17
2024
Q1 		$1.92M Buy
11,308
+97
+0.9% +$17.6K 1.16% 20
2023
Q4 		$2.16M Buy
11,211
+1,574
+16% +$291K 1.42% 18
2023
Q3 		$1.65M Sell
9,637
-1,420
-13% -$260K 1.22% 20
2023
Q2 		$2.14M Sell
11,057
-369
-3% -$64.3K 1.6% 15
2023
Q1 		$1.88M Buy
11,426
+134
+1% +$19.8K 1.55% 14
2022
Q4 		$1.47M Hold
11,292
– – 1.26% 14
2022
Q3 		$1.56M Hold
11,292
– – 1.46% 14
2022
Q2 		$1.54M Buy
11,292
+555
+5% +$84K 1.43% 15
2022
Q1 		$1.87M Sell
10,737
-57
-0.5% -$9.59K 1.92% 10
2021
Q4 		$1.92M Buy
+10,794
New +$1.71M 1.94% 10

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 $3.38T AUM 44.17% 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

Woodward Financial Advisors's AAPL Position: Q2 2026 in Review

Woodward Financial Advisors increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $572 and bringing the position to 9,953 shares worth $2.88M. The position accounts for 0.96% of the portfolio, ranked #17.

Woodward Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,150 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Woodward Financial Advisors held 9,953 shares of Apple worth $2.88M as of Q2 2026.
  • Woodward Financial Advisors bought 2 Apple shares in Q2 2026, an estimated $572.
  • Apple made up 0.96% of Woodward Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Woodward Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,150 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.