Reicon Wealth 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
Q2
$460K Buy
1,589
+176
+12% +$50.3K 0.28% 23
2026
Q1
$359K Buy
+1,413
New +$368K 0.27% 25

Other funds holding AAPL

Reicon Wealth Advisors's AAPL Position: Q2 2026 in Review

Reicon Wealth Advisors increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $50.3K and bringing the position to 1,589 shares worth $460K. The position accounts for 0.28% of the portfolio, ranked #23.

Reicon Wealth Advisors first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Reicon Wealth Advisors held 1,589 shares of Apple worth $460K as of Q2 2026.
  • Reicon Wealth Advisors bought 176 Apple shares in Q2 2026, an estimated $50.3K.
  • Apple made up 0.28% of Reicon Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Reicon Wealth Advisors first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.