Back to AAPL

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV → AAPL

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV AAPL Position History

Apple Inc. • Technology

Quarters held
7
Latest value
$11.2M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.8M
Q4 2025$15K
Q1 2026$8.7M
Q1 2026$51K
Q1 2026$15K
Q2 2026$10.1M
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M33.6K——
Q2 2026$10.1M34.8K——
Q1 2026$15K188——
Q1 2026$51K200——
Q1 2026$8.7M34.4K——
Q4 2025$15K188——
Q4 2025$9.8M35.9K——

Other funds holding AAPL

Other WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV positions

LEO

BNY MELLON ETF TRUST

$56M
LEO

BNY MELLON ETF TRUST

$52.4M
STT-PG

SPDR SERIES TRUST

$48.4M
ETHA

ISHARES TR

$47M
SPY

STATE STR SPDR S&P 500 ETF T

$45.8M
SPY

STATE STR SPDR S&P 500 ETF T

$44.7M
SPY

SPDR S&P 500 ETF TR

$43.9M
ETHA

ISHARES TR

$43.2M
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV AAPL Holdings: 13F Position History | Track13F