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 Q2	$12.8M	Sell	44,251 -591	-1%	-$169K	5%	2
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Yoder Wealth Management reduced its Apple (AAPL) stake by 1.3% in Q2 2026, selling an estimated $169K and leaving 44,251 shares worth $12.8M. The position accounts for 5% of the portfolio, ranked #2.

Yoder Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Yoder Wealth Management held 44,251 shares of Apple worth $12.8M as of Q2 2026.
Yoder Wealth Management sold 591 Apple shares in Q2 2026, an estimated $169K.
Apple made up 5% of Yoder Wealth Management's portfolio in Q2 2026, its #2 holding.
Yoder Wealth Management first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.