Cohen Klingenstein’s Apple AAPL Stock Holding History

Cohen Klingenstein’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135M	Hold	466,450	–	–	3.86%	6
2026 Q1	$118M	Hold	466,450	–	–	3.83%	6
2025 Q4	$127M	Hold	466,450	–	–	3.85%	7
2025 Q3	$119M	Hold	466,450	–	–	3.72%	7
2025 Q2	$95.7M	Sell	466,450 -22	-0%	-$4.44K	3.19%	8
2025 Q1	$104M	Sell	466,472 -94	-0%	-$21.8K	3.75%	8
2024 Q4	$117M	Sell	466,566 -210,980	-31%	-$49.7M	4%	7
2024 Q3	$158M	Hold	677,546	–	–	5.5%	2
2024 Q2	$143M	Hold	677,546	–	–	5.18%	5
2024 Q1	$116M	Sell	677,546 -30	-0%	-$5.46K	4.33%	5
2023 Q4	$130M	Hold	677,576	–	–	5.33%	4
2023 Q3	$116M	Sell	677,576 -10	-0%	-$1.83K	5.25%	4
2023 Q2	$131M	Hold	677,586	–	–	5.69%	3
2023 Q1	$112M	Hold	677,586	–	–	5.25%	4
2022 Q4	$88M	Sell	677,586 -50	-0%	-$7.15K	4.43%	4
2022 Q3	$93.6M	Hold	677,636	–	–	4.96%	4
2022 Q2	$92.6M	Hold	677,636	–	–	4.65%	4
2022 Q1	$118M	Buy	677,636 +37,300	+6%	+$6.27M	4.91%	4
2021 Q4	$114M	Sell	640,336 -20,730	-3%	-$3.28M	4.5%	4
2021 Q3	$93.5M	Sell	661,066 -9,560	-1%	-$1.41M	4.09%	6
2021 Q2	$91.8M	Buy	670,626 +1	+0%	+$130	3.95%	5
2021 Q1	$81.9M	Buy	670,625 +166,000	+33%	+$21.3M	3.78%	5
2020 Q4	$67M	Buy	504,625 +1	+0%	+$120	3.35%	7
2020 Q3	$58.4M	Hold	504,624	–	–	3.29%	7
2020 Q2	$46M	Hold	504,624	–	–	2.82%	7
2020 Q1	$32.1M	Sell	504,624 -100	-0%	-$7.35K	2.37%	9
2019 Q4	$37.1M	Hold	504,724	–	–	2.15%	9
2019 Q3	$28.3M	Buy	504,724 +300	+0.1%	+$15.7K	1.78%	10
2019 Q2	$25M	Buy	504,424 +196,000	+64%	+$9.55M	1.78%	10
2019 Q1	$14.6M	Buy	308,424 +228	+0.1%	+$9.67K	1.02%	22
2018 Q4	$12.2M	Sell	308,196 -424	-0.1%	-$20.6K	1.84%	9
2018 Q3	$17.4M	Hold	308,620	–	–	2.21%	8
2018 Q2	$14.3M	Buy	308,620 +100	+0%	+$4.54K	1.95%	8
2018 Q1	$12.9M	Buy	308,520 +100	+0%	+$4.3K	1.84%	8
2017 Q4	$13M	Hold	308,420	–	–	1.85%	9
2017 Q3	$11.9M	Buy	308,420 +100	+0%	+$3.88K	1.79%	9
2017 Q2	$11.1M	Buy	308,320 +100	+0%	+$3.7K	1.73%	9
2017 Q1	$11.1M	Hold	308,220	–	–	1.77%	9
2016 Q4	$8.93M	Hold	308,220	–	–	1.52%	10
2016 Q3	$8.71M	Buy	308,220 +100	+0%	+$2.65K	1.51%	10
2016 Q2	$7.36M	Sell	308,120 -160	-0.1%	-$3.98K	1.35%	13
2016 Q1	$8.4M	Sell	308,280 -1,356	-0.4%	-$33.8K	1.58%	10
2015 Q4	$8.15M	Hold	309,636	–	–	1.52%	10
2015 Q3	$8.54M	Buy	309,636 +44	+0%	+$1.29K	1.68%	9
2015 Q2	$9.71M	Sell	309,592 -1,268	-0.4%	-$40.6K	1.75%	9
2015 Q1	$9.67M	Sell	310,860 -400	-0.1%	-$12.1K	1.77%	9
2014 Q4	$8.59M	Sell	311,260 -2,800	-0.9%	-$76.2K	1.61%	12
2014 Q3	$7.91M	Buy	314,060 +180	+0.1%	+$4.42K	1.4%	14
2014 Q2	$7.29M	Hold	313,880	–	–	1.39%	18
2014 Q1	$6.02M	Hold	313,880	–	–	1.2%	20
2013 Q4	$6.29M	Sell	313,880 -8,680	-3%	-$164K	1.25%	20
2013 Q3	$5.49M	Hold	322,560	–	–	1.2%	20
2013 Q2	$4.57M	Buy	+322,560	New	+$4.96M	1.06%	22

Other funds holding AAPL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cohen Klingenstein's AAPL Position: Q2 2026 in Review

Cohen Klingenstein held its Apple (AAPL) position steady in Q2 2026 at 466,450 shares worth $135M. The position accounts for 3.86% of the portfolio, ranked #6.

Cohen Klingenstein first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $158M in Q3 2024. 2,936 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Cohen Klingenstein held 466,450 shares of Apple worth $135M as of Q2 2026.
Cohen Klingenstein left its Apple share count unchanged in Q2 2026.
Apple made up 3.86% of Cohen Klingenstein's portfolio in Q2 2026, its #6 holding.
Cohen Klingenstein first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Cohen Klingenstein's Apple position peaked at $158M in Q3 2024.
2,936 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.