Yardley Wealth Management
AAPL icon

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
Q3 		$1.36M Buy
4,080
+2,458
+152% +$790K 0.59% 20
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Yardley Wealth Management's AAPL Position: Q3 2026 in Review

Yardley Wealth Management increased its Apple (AAPL) stake by 152% in Q3 2026, buying an estimated $790K and bringing the position to 4,080 shares worth $1.36M. The position accounts for 0.59% of the portfolio, ranked #20.

Yardley Wealth Management first reported a position in AAPL in Q3 2024 and has held it in 9 quarters since. 5,488 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Yardley Wealth Management held 4,080 shares of Apple worth $1.36M as of Q3 2026.
  • Yardley Wealth Management bought 2,458 Apple shares in Q3 2026, an estimated $790K.
  • Apple made up 0.59% of Yardley Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Yardley Wealth Management first reported a position in Apple in Q3 2024 and has held it in 9 quarters since.
  • 5,488 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.