Leonard Rickey Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.96M | Buy |
11,667
+746
| +7% | +$194K | 0.51% | 27 |
|
|
2025
Q4 | $2.97M | Buy |
10,921
+160
| +1% | +$43K | 0.54% | 28 |
|
|
2025
Q3 | $2.74M | Buy |
10,761
+398
| +4% | +$89.9K | 0.52% | 28 |
|
|
2025
Q2 | $2.13M | Sell |
10,363
-23
| -0.2% | -$4.64K | 0.42% | 28 |
|
|
2025
Q1 | $2.1M | Sell |
10,386
-507
| -5% | -$117K | 0.45% | 27 |
|
|
2024
Q4 | $2.73M | Sell |
10,893
-283
| -3% | -$66.7K | 0.63% | 25 |
|
|
2024
Q3 | $2.6M | Sell |
11,176
-246
| -2% | -$54.9K | 0.59% | 26 |
|
|
2024
Q2 | $2.41M | Buy |
11,422
+787
| +7% | +$147K | 0.58% | 26 |
|
|
2024
Q1 | $1.82M | Sell |
10,635
-184
| -2% | -$33.5K | 0.47% | 27 |
|
|
2023
Q4 | $2.08M | Buy |
10,819
+19
| +0.2% | +$3.51K | 0.62% | 22 |
|
|
2023
Q3 | $1.85M | Sell |
10,800
-2
| -0% | -$367 | 0.61% | 24 |
|
|
2023
Q2 | $2.1M | Buy |
10,802
+343
| +3% | +$59.8K | 0.79% | 18 |
|
|
2023
Q1 | $1.72M | Sell |
10,459
-1,033
| -9% | -$152K | 0.67% | 21 |
|
|
2022
Q4 | $1.49M | Sell |
11,492
-541
| -4% | -$77.3K | 0.63% | 21 |
|
|
2022
Q3 | $1.66M | Sell |
12,033
-467
| -4% | -$73.3K | 0.78% | 17 |
|
|
2022
Q2 | $1.71M | Sell |
12,500
-950
| -7% | -$144K | 0.75% | 17 |
|
|
2022
Q1 | $2.35M | Buy |
13,450
+2,394
| +22% | +$403K | 0.89% | 17 |
|
|
2021
Q4 | $1.96M | Buy |
11,056
+77
| +0.7% | +$12.2K | 0.72% | 18 |
|
|
2021
Q3 | $1.55M | Buy |
10,979
+534
| +5% | +$78.6K | 0.65% | 19 |
|
|
2021
Q2 | $1.53M | Sell |
10,445
-1,520
| -13% | -$197K | 0.66% | 19 |
|
|
2021
Q1 | $1.46M | Sell |
11,965
-286
| -2% | -$36.7K | 0.59% | 19 |
|
|
2020
Q4 | $1.63M | Sell |
12,251
-673
| -5% | -$80.9K | 0.74% | 16 |
|
|
2020
Q3 | $1.5M | Buy |
12,924
+1,372
| +12% | +$150K | 0.94% | 15 |
|
|
2020
Q2 | $1.05M | Sell |
11,552
-548
| -5% | -$42.5K | 0.69% | 20 |
|
|
2020
Q1 | $769K | Sell |
12,100
-344
| -3% | -$25.3K | 0.6% | 20 |
|
|
2019
Q4 | $914K | Sell |
12,444
-32
| -0.3% | -$2.06K | 0.55% | 25 |
|
|
2019
Q3 | $699K | Buy |
12,476
+532
| +4% | +$27.8K | 0.46% | 31 |
|
|
2019
Q2 | $591K | Buy |
11,944
+1,720
| +17% | +$83.8K | 0.4% | 35 |
|
|
2019
Q1 | $485K | Sell |
10,224
-516
| -5% | -$21.9K | 0.35% | 33 |
|
|
2018
Q4 | $424K | Buy |
10,740
+1,988
| +23% | +$96.4K | 0.35% | 34 |
|
|
2018
Q3 | $494K | Sell |
8,752
-1,064
| -11% | -$55.4K | 0.36% | 31 |
|
|
2018
Q2 | $454K | Buy |
9,816
+4
| +0% | +$181 | 0.34% | 33 |
|
|
2018
Q1 | $412K | Buy |
9,812
+4
| +0% | +$172 | 0.32% | 36 |
|
|
2017
Q4 | $415K | Buy |
+9,808
| New | +$410K | 0.32% | 38 |
|
Other funds holding AAPL
VCM
VPM
Leonard Rickey Investment Advisors's AAPL Position: Q1 2026 in Review
Leonard Rickey Investment Advisors increased its Apple (AAPL) stake by 6.8% in Q1 2026, buying an estimated $194K and bringing the position to 11,667 shares worth $2.96M. The position accounts for 0.51% of the portfolio, ranked #27.
Leonard Rickey Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.97M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Leonard Rickey Investment Advisors held 11,667 shares of Apple worth $2.96M as of Q1 2026.
- Leonard Rickey Investment Advisors bought 746 Apple shares in Q1 2026, an estimated $194K.
- Apple made up 0.51% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #27 holding.
- Leonard Rickey Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Leonard Rickey Investment Advisors's Apple position peaked at $2.97M in Q4 2025.
- 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.