Leith Wheeler 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 | $4.18M | Sell |
14,449
-360
| -2% | -$103K | 0.32% | 53 |
|
|
2026
Q1 | $3.76M | Buy |
14,809
+141
| +1% | +$36.7K | 0.31% | 52 |
|
|
2025
Q4 | $3.99M | Buy |
14,668
+11,760
| +404% | +$3.16M | 0.3% | 50 |
|
|
2025
Q3 | $740K | Buy |
2,908
+431
| +17% | +$97.4K | 0.05% | 62 |
|
|
2025
Q2 | $508K | Sell |
2,477
-961
| -28% | -$194K | 0.04% | 57 |
|
|
2025
Q1 | $764K | Buy |
+3,438
| New | +$796K | 0.05% | 58 |
|
|
2024
Q3 | – | Sell |
-2,653
| Closed | -$559K | – | 61 |
|
|
2024
Q2 | $559K | Sell |
2,653
-50
| -2% | -$9.32K | 0.05% | 54 |
|
|
2024
Q1 | $464K | Sell |
2,703
-206
| -7% | -$37.5K | 0.05% | 58 |
|
|
2023
Q4 | $560K | Sell |
2,909
-75
| -3% | -$13.8K | 0.06% | 53 |
|
|
2023
Q3 | $511K | Buy |
2,984
+476
| +19% | +$87.3K | 0.07% | 54 |
|
|
2023
Q2 | $486K | Sell |
2,508
-164
| -6% | -$28.6K | 0.06% | 57 |
|
|
2023
Q1 | $441K | Hold |
2,672
| – | – | 0.06% | 52 |
|
|
2022
Q4 | $347K | Hold |
2,672
| – | – | 0.05% | 52 |
|
|
2022
Q3 | $369K | Sell |
2,672
-25
| -0.9% | -$3.92K | 0.06% | 50 |
|
|
2022
Q2 | $475K | Hold |
2,697
| – | – | 0.06% | 51 |
|
|
2022
Q1 | $472K | Hold |
2,697
| – | – | 0.07% | 49 |
|
|
2021
Q4 | $479K | Sell |
2,697
-740
| -22% | -$117K | 0.07% | 38 |
|
|
2021
Q3 | $486K | Sell |
3,437
-61
| -2% | -$8.98K | 0.07% | 39 |
|
|
2021
Q2 | $479K | Sell |
3,498
-21
| -0.6% | -$2.72K | 0.07% | 37 |
|
|
2021
Q1 | $430K | Sell |
3,519
-797
| -18% | -$102K | 0.07% | 38 |
|
|
2020
Q4 | $729K | Hold |
4,316
| – | – | 0.1% | 31 |
|
|
2020
Q3 | $500K | Hold |
4,316
| – | – | 0.1% | 33 |
|
|
2020
Q2 | $394K | Hold |
4,316
| – | – | 0.1% | 31 |
|
|
2020
Q1 | $274K | Buy |
4,316
+1,436
| +50% | +$106K | 0.08% | 38 |
|
|
2019
Q4 | $211K | Buy |
+2,880
| New | +$185K | 0.05% | 39 |
|
|
2018
Q4 | – | Sell |
-3,560
| Closed | -$201K | – | 30 |
|
|
2018
Q3 | $201K | Buy |
+3,560
| New | +$185K | 0.06% | 31 |
|
|
2018
Q1 | – | Sell |
-5,460
| Closed | -$231K | – | 31 |
|
|
2017
Q4 | $231K | Buy |
+5,460
| New | +$228K | 0.4% | 32 |
|
Other funds holding AAPL
Leith Wheeler Investment Counsel's AAPL Position: Q2 2026 in Review
Leith Wheeler Investment Counsel reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $103K and leaving 14,449 shares worth $4.18M. The position accounts for 0.32% of the portfolio, ranked #53.
Leith Wheeler Investment Counsel first reported a position in AAPL in Q4 2017 and has held it in 27 quarters since. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Leith Wheeler Investment Counsel held 14,449 shares of Apple worth $4.18M as of Q2 2026.
- Leith Wheeler Investment Counsel sold 360 Apple shares in Q2 2026, an estimated $103K.
- Apple made up 0.32% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #53 holding.
- Leith Wheeler Investment Counsel first reported a position in Apple in Q4 2017 and has held it in 27 quarters since.
- 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.