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Yarger Wealth Strategies’s Apple AAPL Stock Holding History

Yarger Wealth Strategies’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 		$10.8M Buy
34,147
+495
+1% +$142K 3.87% 5
2026
Q1 		$8.54M Sell
33,652
-172
-0.5% -$44.8K 3.44% 7
2025
Q4 		$9.2M Sell
33,824
-2,950
-8% -$792K 3.95% 5
2025
Q3 		$9.36M Sell
36,774
-918
-2% -$207K 4.29% 4
2025
Q2 		$7.73M Buy
37,692
+3,476
+10% +$702K 4.04% 4
2025
Q1 		$7.6M Buy
34,216
+56
+0.2% +$13K 4.43% 4
2024
Q4 		$8.55M Sell
34,160
-1,244
-4% -$293K 4.93% 4
2024
Q3 		$8.25M Sell
35,404
-986
-3% -$220K 4.56% 7
2024
Q2 		$7.66M Sell
36,390
-4
-0% -$746 4.61% 5
2024
Q1 		$6.24M Buy
36,394
+1,802
+5% +$328K 4.25% 7
2023
Q4 		$6.66M Buy
34,592
+167
+0.5% +$30.8K 5.37% 5
2023
Q3 		$5.89M Sell
34,425
-94
-0.3% -$17.2K 5.01% 6
2023
Q2 		$6.7M Buy
34,519
+106
+0.3% +$18.5K 6.02% 6
2023
Q1 		$5.67M Buy
34,413
+51
+0.1% +$7.53K 6.22% 5
2022
Q4 		$4.46M Buy
34,362
+56
+0.2% +$8K 5.53% 5
2022
Q3 		$4.74M Sell
34,306
-739
-2% -$116K 6.29% 4
2022
Q2 		$5.15M Sell
35,045
-49
-0.1% -$7.42K 6.65% 4
2022
Q1 		$6.13M Sell
35,094
-644
-2% -$108K 7.99% 3
2021
Q4 		$6.35M Buy
+35,738
New +$5.65M 6.84% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
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

Yarger Wealth Strategies's AAPL Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $142K and bringing the position to 34,147 shares worth $10.8M. The position accounts for 3.87% of the portfolio, ranked #5.

Yarger Wealth Strategies first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 1,933 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Yarger Wealth Strategies held 34,147 shares of Apple worth $10.8M as of Q2 2026.
  • Yarger Wealth Strategies bought 495 Apple shares in Q2 2026, an estimated $142K.
  • Apple made up 3.87% of Yarger Wealth Strategies's portfolio in Q2 2026, its #5 holding.
  • Yarger Wealth Strategies first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 1,933 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.