AAPL — APPLE INC

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.11% (2023 Q2)
Avg. % of fund
6.94%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,868 -1,477 -3.1% 5.80% $12.7M $271.61
2025 Q3 ADDED 48,345 +36 +0.1% 5.82% $12.3M $254.15
2025 Q2 ADDED 48,309 +341 +0.7% 5.17% $9.9M $204.55
2025 Q1 REDUCED 47,968 -661 -1.4% 6.00% $10.7M $221.17
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)

Other funds also holding AAPL

As of 2025 Q4 — sorted by position size

GuideStone Capital Management, LLC 3Y 7Y 100.0% RJA Asset Management LLC 3Y 94.32% JOSH ARNOLD INVESTMENT CONSULTANT, LLC 3Y 64.14% Prospect Hill Management, LLC 3Y 55.59% INDEPENDENT INVESTORS INC 3Y 7Y 55.22% Hoffman, Alan N Investment Management 3Y 51.75% H&H International Investment, LLC 3Y 50.3% Winning Points Advisors, LLC 3Y 42.13% Circle Wealth Management, LLC 3Y 7Y 39.42% FIDUCIARY FAMILY OFFICE, LLC 34.49%
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