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Leith Wheeler Investment Counsel’s Apple AAPL Stock Holding History

Leith Wheeler 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 		$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

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

Leith Wheeler Investment Counsel's AAPL Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Apple (AAPL) stake by 0.96% in Q1 2026, buying an estimated $36.7K and bringing the position to 14,809 shares worth $3.76M. The position accounts for 0.31% of the portfolio, ranked #52.

Leith Wheeler Investment Counsel first reported a position in AAPL in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.99M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Leith Wheeler Investment Counsel held 14,809 shares of Apple worth $3.76M as of Q1 2026.
  • Leith Wheeler Investment Counsel bought 141 Apple shares in Q1 2026, an estimated $36.7K.
  • Apple made up 0.31% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #52 holding.
  • Leith Wheeler Investment Counsel first reported a position in Apple in Q4 2017 and has held it in 26 quarters since.
  • Leith Wheeler Investment Counsel's Apple position peaked at $3.99M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.