Reston 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 | $1.93M | Sell |
6,680
-152
| -2% | -$43.5K | 0.52% | 20 |
|
|
2026
Q1 | $1.73M | Sell |
6,832
-489
| -7% | -$127K | 0.53% | 19 |
|
|
2025
Q4 | $1.99M | Buy |
7,321
+2,018
| +38% | +$542K | 0.61% | 18 |
|
|
2025
Q3 | $1.35M | Sell |
5,303
-65
| -1% | -$14.7K | 0.44% | 19 |
|
|
2025
Q2 | $1.1M | Buy |
5,368
+752
| +16% | +$152K | 0.39% | 19 |
|
|
2025
Q1 | $1.03M | Buy |
4,616
+317
| +7% | +$73.4K | 0.41% | 19 |
|
|
2024
Q4 | $1.08M | Sell |
4,299
-158
| -4% | -$37.2K | 0.4% | 20 |
|
|
2024
Q3 | $1.04M | Buy |
4,457
+109
| +3% | +$24.3K | 0.38% | 20 |
|
|
2024
Q2 | $916K | Buy |
4,348
+14
| +0.3% | +$2.61K | 0.37% | 22 |
|
|
2024
Q1 | $743K | Sell |
4,334
-321
| -7% | -$58.4K | 0.3% | 24 |
|
|
2023
Q4 | $896K | Sell |
4,655
-124
| -3% | -$22.9K | 0.41% | 20 |
|
|
2023
Q3 | $818K | Buy |
4,779
+714
| +18% | +$131K | 0.41% | 20 |
|
|
2023
Q2 | $788K | Buy |
4,065
+206
| +5% | +$35.9K | 0.38% | 19 |
|
|
2023
Q1 | $636K | Sell |
3,859
-669
| -15% | -$98.7K | 0.33% | 21 |
|
|
2022
Q4 | $588K | Sell |
4,528
-80
| -2% | -$11.4K | 0.33% | 24 |
|
|
2022
Q3 | $637K | Sell |
4,608
-1,660
| -26% | -$261K | 0.38% | 25 |
|
|
2022
Q2 | $857K | Sell |
6,268
-590
| -9% | -$89.3K | 0.48% | 22 |
|
|
2022
Q1 | $1.2M | Sell |
6,858
-218
| -3% | -$36.7K | 0.61% | 17 |
|
|
2021
Q4 | $1.26M | Buy |
7,076
+47
| +0.7% | +$7.43K | 0.61% | 17 |
|
|
2021
Q3 | $995K | Buy |
7,029
+513
| +8% | +$75.5K | 0.52% | 19 |
|
|
2021
Q2 | $892K | Buy |
6,516
+12
| +0.2% | +$1.55K | 0.45% | 24 |
|
|
2021
Q1 | $794K | Sell |
6,504
-313
| -5% | -$40.2K | 0.42% | 23 |
|
|
2020
Q4 | $905K | Buy |
6,817
+766
| +13% | +$92.1K | 0.51% | 22 |
|
|
2020
Q3 | $701K | Sell |
6,051
-949
| -14% | -$104K | 0.45% | 23 |
|
|
2020
Q2 | $639K | Sell |
7,000
-1,224
| -15% | -$94.8K | 0.44% | 23 |
|
|
2020
Q1 | $523K | Buy |
8,224
+12
| +0.1% | +$883 | 0.42% | 24 |
|
|
2019
Q4 | $603K | Sell |
8,212
-2,100
| -20% | -$135K | 0.48% | 20 |
|
|
2019
Q3 | $577K | Buy |
10,312
+2,096
| +26% | +$110K | 0.52% | 20 |
|
|
2019
Q2 | $406K | Sell |
8,216
-368
| -4% | -$17.9K | 0.32% | 30 |
|
|
2019
Q1 | $452K | Sell |
8,584
-568
| -6% | -$24.1K | 0.36% | 29 |
|
|
2018
Q4 | $361K | Buy |
+9,152
| New | +$444K | 0.34% | 30 |
|
Other funds holding AAPL
Reston Wealth Management's AAPL Position: Q2 2026 in Review
Reston Wealth Management reduced its Apple (AAPL) stake by 2.2% in Q2 2026, selling an estimated $43.5K and leaving 6,680 shares worth $1.93M. The position accounts for 0.52% of the portfolio, ranked #20.
Reston Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.99M in Q4 2025. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Reston Wealth Management held 6,680 shares of Apple worth $1.93M as of Q2 2026.
- Reston Wealth Management sold 152 Apple shares in Q2 2026, an estimated $43.5K.
- Apple made up 0.52% of Reston Wealth Management's portfolio in Q2 2026, its #20 holding.
- Reston Wealth Management first reported a position in Apple in Q4 2018 and has held it in 31 quarters since.
- Reston Wealth Management's Apple position peaked at $1.99M in Q4 2025.
- 6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.