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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
Q3 		$14.4M Sell
43,233
-1,018
-2% -$327K 5.43% 2
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 		$9.9M 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 		$9.5M 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 		$10M 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 		$10M Buy
+60,492
New +$8.93M 8.29% 1

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Yoder Wealth Management reduced its Apple (AAPL) stake by 2.3% in Q3 2026, selling an estimated $327K and leaving 43,233 shares worth $14.4M. The position accounts for 5.43% of the portfolio, ranked #2.

Yoder Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 15 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Yoder Wealth Management held 43,233 shares of Apple worth $14.4M as of Q3 2026.
  • Yoder Wealth Management sold 1,018 Apple shares in Q3 2026, an estimated $327K.
  • Apple made up 5.43% of Yoder Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Yoder Wealth Management first reported a position in Apple in Q1 2023 and has held it in 15 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

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