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Sage Investment Counsel’s Apple AAPL Stock Holding History

Sage 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
Q2 		$5.54M Sell
19,142
-85
-0.4% -$24.3K 5.55% 2
2026
Q1 		$4.88M Sell
19,227
-97
-0.5% -$25.2K 5.41% 2
2025
Q4 		$5.25M Sell
19,324
-219
-1% -$58.8K 5.78% 2
2025
Q3 		$4.98M Sell
19,543
-993
-5% -$224K 5.51% 2
2025
Q2 		$4.21M Buy
20,536
+477
+2% +$96.3K 4.88% 2
2025
Q1 		$4.46M Sell
20,059
-245
-1% -$56.8K 5.65% 2
2024
Q4 		$5.08M Buy
+20,304
New +$4.79M 6.63% 2

Other funds holding AAPL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sage Investment Counsel's AAPL Position: Q2 2026 in Review

Sage Investment Counsel reduced its Apple (AAPL) stake by 0.44% in Q2 2026, selling an estimated $24.3K and leaving 19,142 shares worth $5.54M. The position accounts for 5.55% of the portfolio, ranked #2.

Sage Investment Counsel first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 3,422 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sage Investment Counsel held 19,142 shares of Apple worth $5.54M as of Q2 2026.
  • Sage Investment Counsel sold 85 Apple shares in Q2 2026, an estimated $24.3K.
  • Apple made up 5.55% of Sage Investment Counsel's portfolio in Q2 2026, its #2 holding.
  • Sage Investment Counsel first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 3,422 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.