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Yeomans Consulting Group’s Apple AAPL Stock Holding History

Yeomans Consulting Group’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
2025
Q4 		$2.25M Sell
8,292
-60
-0.7% -$16.1K 0.66% 29
2025
Q3 		$2.13M Sell
8,352
-535
-6% -$121K 0.74% 25
2025
Q2 		$1.85M Sell
8,887
-342
-4% -$69.1K 0.76% 27
2025
Q1 		$2.05M Buy
9,229
+199
+2% +$46.1K 0.79% 26
2024
Q4 		$2.26M Sell
9,030
-1,423
-14% -$335K 0.85% 24
2024
Q3 		$2.44M Buy
10,453
+1,044
+11% +$233K 0.91% 23
2024
Q2 		$1.98M Buy
9,409
+218
+2% +$40.7K 0.77% 27
2024
Q1 		$1.58M Buy
9,191
+296
+3% +$53.8K 0.69% 25
2023
Q4 		$1.71M Buy
+8,895
New +$1.64M 0.85% 23

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yeomans Consulting Group's AAPL Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Apple (AAPL) stake by 0.72% in Q4 2025, selling an estimated $16.1K and leaving 8,292 shares worth $2.25M. The position accounts for 0.66% of the portfolio, ranked #29.

Yeomans Consulting Group first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.44M in Q3 2024. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Yeomans Consulting Group held 8,292 shares of Apple worth $2.25M as of Q4 2025.
  • Yeomans Consulting Group sold 60 Apple shares in Q4 2025, an estimated $16.1K.
  • Apple made up 0.66% of Yeomans Consulting Group's portfolio in Q4 2025, its #29 holding.
  • Yeomans Consulting Group first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Yeomans Consulting Group's Apple position peaked at $2.44M in Q3 2024.
  • 6,088 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.