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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concord Investment Counsel's AAPL Position: Q1 2026 in Review

Concord Investment Counsel reduced its Apple (AAPL) stake by 9.1% in Q1 2026, selling an estimated $2.04M and leaving 78,439 shares worth $19.9M. The position accounts for 6.7% of the portfolio, ranked #4.

Concord Investment Counsel first reported a position in AAPL in Q1 2024 and has held it in 4 quarters since. The position peaked at $26.4M in Q3 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Concord Investment Counsel held 78,439 shares of Apple worth $19.9M as of Q1 2026.
  • Concord Investment Counsel sold 7,837 Apple shares in Q1 2026, an estimated $2.04M.
  • Apple made up 6.7% of Concord Investment Counsel's portfolio in Q1 2026, its #4 holding.
  • Concord Investment Counsel first reported a position in Apple in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's Apple position peaked at $26.4M in Q3 2025.
  • 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.