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Concord Investment Counsel’s Apple AAPL Stock Holding History

Concord Investment Counsel’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 		$22.7M Buy
81,038
+2,599
+3% +$743K 6.19% 5
2026
Q1 		$19.9M Sell
78,439
-7,837
-9% -$2.04M 6.7% 4
2025
Q4 		$23.5M Sell
86,276
-17,395
-17% -$4.67M 7.62% 2
2025
Q3 		$26.4M Buy
+103,671
New +$23.4M 8.38% 2
2024
Q1 		$25.7M Buy
+149,879
New +$27.3M 9.28% 2

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concord Investment Counsel's AAPL Position: Q2 2026 in Review

Concord Investment Counsel increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $743K and bringing the position to 81,038 shares worth $22.7M. The position accounts for 6.19% of the portfolio, ranked #5.

Concord Investment Counsel first reported a position in AAPL in Q1 2024 and has held it in 5 quarters since. The position peaked at $26.4M in Q3 2025. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Concord Investment Counsel held 81,038 shares of Apple worth $22.7M as of Q2 2026.
  • Concord Investment Counsel bought 2,599 Apple shares in Q2 2026, an estimated $743K.
  • Apple made up 6.19% of Concord Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • Concord Investment Counsel first reported a position in Apple in Q1 2024 and has held it in 5 quarters since.
  • Concord Investment Counsel's Apple position peaked at $26.4M in Q3 2025.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.