Long Road Investment Counsel’s Apple AAPL Stock Holding History

Long Road 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	$7.39M	Buy	29,100 +2,800	+11%	+$729K	2.9%	10
2025 Q4	$7.15M	Sell	26,300 -5,051	-16%	-$1.36M	2.71%	11
2025 Q3	$7.98M	Hold	31,351	–	–	2.83%	10
2025 Q2	$6.43M	Sell	31,351 -2,100	-6%	-$424K	2.4%	10
2025 Q1	$7.43M	Buy	33,451 +400	+1%	+$92.7K	2.88%	10
2024 Q4	$8.28M	Sell	33,051 -1,300	-4%	-$306K	3.38%	9
2024 Q3	$8M	Hold	34,351	–	–	3.19%	10
2024 Q2	$7.24M	Hold	34,351	–	–	3.15%	9
2024 Q1	$5.89M	Sell	34,351 -2,000	-6%	-$364K	2.47%	14
2023 Q4	$6.7M	Buy	36,351 +1,600	+5%	+$295K	2.78%	10
2023 Q3	$5.95M	Hold	34,751	–	–	2.89%	10
2023 Q2	$6.74M	Hold	34,751	–	–	3.14%	9
2023 Q1	$5.73M	Hold	34,751	–	–	2.76%	9
2022 Q4	$4.51M	Hold	34,751	–	–	2.24%	16
2022 Q3	$4.8M	Hold	34,751	–	–	2.63%	13
2022 Q2	$4.75M	Hold	34,751	–	–	2.44%	15
2022 Q1	$6.07M	Buy	34,751 +40	+0.1%	+$6.73K	2.73%	14
2021 Q4	$6.16M	Sell	34,711 -1,500	-4%	-$237K	2.45%	15
2021 Q3	$5.12M	Hold	36,211	–	–	2.25%	16
2021 Q2	$4.96M	Hold	36,211	–	–	2.17%	15
2021 Q1	$4.42M	Hold	36,211	–	–	1.99%	16
2020 Q4	$4.8M	Sell	36,211 -240	-0.7%	-$28.9K	2.33%	14
2020 Q3	$4.22M	Sell	36,451 -205	-0.6%	-$22.4K	2.38%	13
2020 Q2	$3.34M	Sell	36,656 -208	-0.6%	-$16.1K	1.97%	19
2020 Q1	$2.34M	Buy	36,864 +13,948	+61%	+$1.03M	1.68%	22
2019 Q4	$1.68M	Sell	22,916 -1,200	-5%	-$77.2K	0.99%	34
2019 Q3	$1.35M	Buy	24,116 +100	+0.4%	+$5.23K	0.79%	36
2019 Q2	$1.19M	Hold	24,016	–	–	0.7%	41
2019 Q1	$1.14M	Hold	24,016	–	–	0.7%	43
2018 Q4	$947K	Hold	24,016	–	–	0.72%	40
2018 Q3	$1.35M	Sell	24,016 -1,220	-5%	-$63.5K	0.9%	36
2018 Q2	$1.17M	Hold	25,236	–	–	0.83%	40
2018 Q1	$1.06M	Sell	25,236 -1,540	-6%	-$66.3K	0.74%	42
2017 Q4	$1.13M	Sell	26,776 -120	-0.4%	-$5.01K	0.78%	43
2017 Q3	$1.04M	Hold	26,896	–	–	0.74%	43
2017 Q2	$968K	Sell	26,896 -80	-0.3%	-$2.96K	0.71%	43
2017 Q1	$969K	Hold	26,976	–	–	0.71%	42
2016 Q4	$781K	Hold	26,976	–	–	0.6%	47
2016 Q3	$762K	Sell	26,976 -200	-0.7%	-$5.29K	0.59%	49
2016 Q2	$650K	Sell	27,176 -300	-1%	-$7.46K	0.51%	51
2016 Q1	$749K	Hold	27,476	–	–	0.59%	47
2015 Q4	$723K	Hold	27,476	–	–	0.59%	46
2015 Q3	$758K	Buy	27,476 +2,400	+10%	+$70.4K	0.65%	43
2015 Q2	$786K	Buy	25,076 +756	+3%	+$24.2K	0.64%	41
2015 Q1	$757K	Hold	24,320	–	–	0.64%	40
2014 Q4	$671K	Buy	+24,320	New	+$662K	0.6%	42

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Long Road Investment Counsel's AAPL Position: Q1 2026 in Review

Long Road Investment Counsel increased its Apple (AAPL) stake by 11% in Q1 2026, buying an estimated $729K and bringing the position to 29,100 shares worth $7.39M. The position accounts for 2.9% of the portfolio, ranked #10.

Long Road Investment Counsel first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.28M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Long Road Investment Counsel held 29,100 shares of Apple worth $7.39M as of Q1 2026.
Long Road Investment Counsel bought 2,800 Apple shares in Q1 2026, an estimated $729K.
Apple made up 2.9% of Long Road Investment Counsel's portfolio in Q1 2026, its #10 holding.
Long Road Investment Counsel first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's Apple position peaked at $8.28M in Q4 2024.
6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.