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ZRC Wealth Management, LLC

SEC CIK
0001976256
Latest filing
Jul 7, 2026

AAPL holding history

Apple Inc. in every 13F filed by ZRC Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
28,069
Value
$8.12M
% of portfolio
2.4%
Quarters held
14
Since Q1 2023
Holdings of AAPL by ZRC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,069$8.12M2.4%−66−0.2%ReducedHolders
Q1 202628,135$7.14M2.6%−2,326−7.6%ReducedHolders
Q4 202530,461$8.28M2.9%−2,583−7.8%ReducedHolders
Q3 202533,044$8.41M3.0%+3,923+13.5%AddedHolders
Q2 202529,121$5.97M2.4%−510−1.7%ReducedHolders
Q1 202529,631$6.59M2.8%−1,490−4.8%ReducedHolders
Q4 202431,121$7.79M3.3%−420−1.3%ReducedHolders
Q3 202431,541$7.35M3.2%−232−0.7%ReducedHolders
Q2 202431,773$6.69M3.2%−269−0.8%ReducedHolders
Q1 202432,042$5.50M2.7%+2,258+7.6%AddedHolders
Q4 202329,784$5.11M3.1%+16,821+129.8%AddedHolders
Q3 202312,963$2.22M1.9%−26−0.2%ReducedHolders
Q2 202312,989$2.52M2.1%−768−5.6%ReducedHolders
Q1 202313,757$2.27M2.1%–No prior filingHolders