Yardley Wealth Management’s Apple AAPL Stock Holding History

Yardley Wealth Management’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	$469K	Hold	1,622	–	–	0.21%	28
2026 Q1	$412K	Buy	1,622 +1	+0.1%	+$260	0.21%	28
2025 Q4	$441K	Hold	1,621	–	–	0.23%	27
2025 Q3	$413K	Sell	1,621 -80	-5%	-$18.1K	0.23%	28
2025 Q2	$349K	Hold	1,701	–	–	0.19%	34
2025 Q1	$378K	Sell	1,701 -1,016	-37%	-$235K	0.22%	30
2024 Q4	$663K	Buy	2,717 +1,016	+60%	+$239K	0.32%	34
2024 Q3	$396K	Buy	+1,701	New	+$380K	0.23%	31

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Yardley Wealth Management's AAPL Position: Q2 2026 in Review

Yardley Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 1,622 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #28.

Yardley Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. The position peaked at $663K in Q4 2024. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Yardley Wealth Management held 1,622 shares of Apple worth $469K as of Q2 2026.
Yardley Wealth Management left its Apple share count unchanged in Q2 2026.
Apple made up 0.21% of Yardley Wealth Management's portfolio in Q2 2026, its #28 holding.
Yardley Wealth Management first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's Apple position peaked at $663K in Q4 2024.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.