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Yoder Wealth Management’s Apple AAPL Stock Holding History

Yoder 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
Q1 		$11.4M Sell
44,842
-2,026
-4% -$527K 5.19% 2
2025
Q4 		$12.7M Sell
46,868
-1,477
-3% -$397K 5.8% 2
2025
Q3 		$12.3M Buy
48,345
+36
+0.1% +$8.13K 5.82% 2
2025
Q2 		$9.91M Buy
48,309
+341
+0.7% +$68.9K 5.17% 2
2025
Q1 		$10.7M Sell
47,968
-661
-1% -$153K 6% 1
2024
Q4 		$12.2M Sell
48,629
-591
-1% -$139K 6.73% 1
2024
Q3 		$11.5M Sell
49,220
-4,735
-9% -$1.06M 6.89% 1
2024
Q2 		$11.4M Sell
53,955
-1,626
-3% -$303K 7.36% 1
2024
Q1 		$9.53M Sell
55,581
-760
-1% -$138K 6.22% 1
2023
Q4 		$10.8M Sell
56,341
-1,836
-3% -$339K 7.65% 1
2023
Q3 		$9.96M Sell
58,177
-1,476
-2% -$271K 8.22% 1
2023
Q2 		$11.6M Sell
59,653
-839
-1% -$146K 9.11% 1
2023
Q1 		$9.98M Buy
+60,492
New +$8.93M 8.29% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Yoder Wealth Management's AAPL Position: Q1 2026 in Review

Yoder Wealth Management reduced its Apple (AAPL) stake by 4.3% in Q1 2026, selling an estimated $527K and leaving 44,842 shares worth $11.4M. The position accounts for 5.19% of the portfolio, ranked #2.

Yoder Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Yoder Wealth Management held 44,842 shares of Apple worth $11.4M as of Q1 2026.
  • Yoder Wealth Management sold 2,026 Apple shares in Q1 2026, an estimated $527K.
  • Apple made up 5.19% of Yoder Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Yoder Wealth Management first reported a position in Apple in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Apple position peaked at $12.7M in Q4 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.