Lederer & Associates Investment Counsel’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 | $13.2M | Sell |
45,733
-2,489
| -5% | -$712K | 8.71% | 1 |
|
|
2026
Q1 | $12.2M | Sell |
48,222
-228
| -0.5% | -$59.3K | 8.67% | 1 |
|
|
2025
Q4 | $13.2M | Sell |
48,450
-3,411
| -7% | -$916K | 8.84% | 1 |
|
|
2025
Q3 | $13.2M | Sell |
51,861
-3,656
| -7% | -$826K | 8.57% | 1 |
|
|
2025
Q2 | $11.4M | Sell |
55,517
-450
| -0.8% | -$90.9K | 7.54% | 2 |
|
|
2025
Q1 | $12.4M | Buy |
55,967
+1,360
| +2% | +$315K | 9.1% | 1 |
|
|
2024
Q4 | $13.7M | Sell |
54,607
-1,809
| -3% | -$426K | 9.55% | 1 |
|
|
2024
Q3 | $13.1M | Sell |
56,416
-528
| -0.9% | -$118K | 9.25% | 1 |
|
|
2024
Q2 | $12M | Sell |
56,944
-3,748
| -6% | -$699K | 8.68% | 1 |
|
|
2024
Q1 | $10.4M | Sell |
60,692
-227
| -0.4% | -$41.3K | 7.23% | 2 |
|
|
2023
Q4 | $11.7M | Sell |
60,919
-2,398
| -4% | -$443K | 8.68% | 1 |
|
|
2023
Q3 | $10.8M | Sell |
63,317
-667
| -1% | -$122K | 8.61% | 1 |
|
|
2023
Q2 | $12.4M | Sell |
63,984
-5,968
| -9% | -$1.04M | 9.37% | 1 |
|
|
2023
Q1 | $11.5M | Sell |
69,952
-401
| -0.6% | -$59.2K | 8.9% | 1 |
|
|
2022
Q4 | $9.14M | Sell |
70,353
-1,705
| -2% | -$244K | 7.47% | 1 |
|
|
2022
Q3 | $9.96M | Sell |
72,058
-1,491
| -2% | -$234K | 8.41% | 1 |
|
|
2022
Q2 | $10.1M | Sell |
73,549
-3,280
| -4% | -$497K | 7.75% | 1 |
|
|
2022
Q1 | $13.4M | Sell |
76,829
-2,117
| -3% | -$356K | 8.22% | 1 |
|
|
2021
Q4 | $14M | Sell |
78,946
-591
| -0.7% | -$93.4K | 8.13% | 1 |
|
|
2021
Q3 | $11.3M | Buy |
79,537
+1,541
| +2% | +$227K | 7.27% | 1 |
|
|
2021
Q2 | $10.7M | Buy |
77,996
+1,286
| +2% | +$167K | 7.11% | 1 |
|
|
2021
Q1 | $9.37M | Sell |
76,710
-668
| -0.9% | -$85.7K | 6.6% | 1 |
|
|
2020
Q4 | $10.3M | Sell |
77,378
-1,259
| -2% | -$151K | 7.88% | 1 |
|
|
2020
Q3 | $9.11M | Sell |
78,637
-3,343
| -4% | -$365K | 7.58% | 1 |
|
|
2020
Q2 | $7.48M | Buy |
81,980
+4,040
| +5% | +$313K | 6.99% | 1 |
|
|
2020
Q1 | $4.96M | Sell |
77,940
-5,500
| -7% | -$404K | 5.6% | 1 |
|
|
2019
Q4 | $6.13M | Sell |
83,440
-12,180
| -13% | -$784K | 5.32% | 1 |
|
|
2019
Q3 | $5.35M | Buy |
95,620
+380
| +0.4% | +$19.9K | 5.12% | 1 |
|
|
2019
Q2 | $4.71M | Sell |
95,240
-15,504
| -14% | -$755K | 4.33% | 1 |
|
|
2019
Q1 | $5.26M | Sell |
110,744
-15,900
| -13% | -$674K | 4.9% | 1 |
|
|
2018
Q4 | $4.99M | Sell |
126,644
-1,824
| -1% | -$88.4K | 5.34% | 1 |
|
|
2018
Q3 | $7.25M | Sell |
128,468
-1,944
| -1% | -$101K | 6.13% | 1 |
|
|
2018
Q2 | $6.04M | Sell |
130,412
-3,100
| -2% | -$141K | 5.44% | 1 |
|
|
2018
Q1 | $5.6M | Sell |
133,512
-652
| -0.5% | -$28.1K | 5.05% | 1 |
|
|
2017
Q4 | $5.68M | Sell |
134,164
-968
| -0.7% | -$40.5K | 5.08% | 1 |
|
|
2017
Q3 | $5.21M | Sell |
135,132
-14,212
| -10% | -$551K | 4.97% | 1 |
|
|
2017
Q2 | $5.38M | Buy |
149,344
+3,116
| +2% | +$115K | 5.18% | 1 |
|
|
2017
Q1 | $5.25M | Sell |
146,228
-33,640
| -19% | -$1.11M | 4.93% | 1 |
|
|
2016
Q4 | $5.21M | Buy |
+179,868
| New | +$5.1M | 5.17% | 1 |
|
|
2015
Q3 | $5.17M | Buy |
187,636
+1,044
| +0.6% | +$30.6K | 5.76% | 1 |
|
|
2015
Q2 | $5.85M | Buy |
186,592
+1,096
| +0.6% | +$35.1K | 6.01% | 1 |
|
|
2015
Q1 | $5.77M | Sell |
185,496
-6,140
| -3% | -$185K | 5.63% | 1 |
|
|
2014
Q4 | $5.29M | Buy |
+191,636
| New | +$5.21M | 5.24% | 1 |
|
Other funds holding AAPL
ECSS
Lederer & Associates Investment Counsel's AAPL Position: Q2 2026 in Review
Lederer & Associates Investment Counsel reduced its Apple (AAPL) stake by 5.2% in Q2 2026, selling an estimated $712K and leaving 45,733 shares worth $13.2M. The position accounts for 8.71% of the portfolio, ranked #1.
Lederer & Associates Investment Counsel first reported a position in AAPL in Q4 2014 and has held it in 43 quarters since. The position peaked at $14M in Q4 2021. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Lederer & Associates Investment Counsel held 45,733 shares of Apple worth $13.2M as of Q2 2026.
- Lederer & Associates Investment Counsel sold 2,489 Apple shares in Q2 2026, an estimated $712K.
- Apple made up 8.71% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #1 holding.
- Lederer & Associates Investment Counsel first reported a position in Apple in Q4 2014 and has held it in 43 quarters since.
- Lederer & Associates Investment Counsel's Apple position peaked at $14M in Q4 2021.
- 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.