Leicht Financial Planning & Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.33M Hold
8,063
0.96% 13
2026
Q1
$2.05M Hold
8,063
0.93% 11
2025
Q4
$2.19M Sell
8,063
-12
-0.1% -$3.22K 0.98% 11
2025
Q3
$2.06M Hold
8,075
0.93% 14
2025
Q2
$1.66M Hold
8,075
0.79% 14
2025
Q1
$1.79M Sell
8,075
-202
-2% -$46.8K 0.94% 15
2024
Q4
$2.07M Sell
8,277
-14
-0.2% -$3.3K 1.06% 16
2024
Q3
$1.93M Buy
8,291
+202
+2% +$45.1K 0.97% 16
2024
Q2
$1.7M Hold
8,089
0.91% 16
2024
Q1
$1.39M Hold
8,089
0.76% 17
2023
Q4
$1.56M Sell
8,089
-17
-0.2% -$3.14K 0.89% 17
2023
Q3
$1.39M Hold
8,106
0.86% 17
2023
Q2
$1.57M Hold
8,106
0.95% 17
2023
Q1
$1.34M Buy
+8,106
New +$1.2M 0.82% 16

Other funds holding AAPL

Leicht Financial Planning & Wealth Management's AAPL Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management held its Apple (AAPL) position steady in Q2 2026 at 8,063 shares worth $2.33M. The position accounts for 0.96% of the portfolio, ranked #13.

Leicht Financial Planning & Wealth Management first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Leicht Financial Planning & Wealth Management held 8,063 shares of Apple worth $2.33M as of Q2 2026.
  • Leicht Financial Planning & Wealth Management left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.96% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.