Samalin 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
$10.2M Buy
35,281
+1,366
+4% +$391K 3.19% 1
2026
Q1
$8.61M Sell
33,915
-4,429
-12% -$1.15M 3.05% 1
2025
Q4
$10.4M Buy
38,344
+1,545
+4% +$415K 3.7% 1
2025
Q3
$9.37M Sell
36,799
-287
-0.8% -$64.8K 3.22% 1
2025
Q2
$7.61M Buy
37,086
+61
+0.2% +$12.3K 2.92% 1
2025
Q1
$8.22M Buy
37,025
+3,205
+9% +$743K 3.33% 1
2024
Q4
$8.47M Buy
33,820
+168
+0.5% +$39.6K 3.63% 1
2024
Q3
$7.84M Sell
33,652
-320
-0.9% -$71.5K 3.41% 1
2024
Q2
$7.16M Sell
33,972
-2,163
-6% -$403K 3.34% 1
2024
Q1
$6.2M Sell
36,135
-6,882
-16% -$1.25M 2.95% 1
2023
Q4
$8.28M Buy
43,017
+208
+0.5% +$38.4K 4.18% 1
2023
Q3
$7.33M Buy
42,809
+1,229
+3% +$225K 4.21% 1
2023
Q2
$8.07M Sell
41,580
-6,142
-13% -$1.07M 4.36% 1
2023
Q1
$7.87M Sell
47,722
-3,509
-7% -$518K 4.75% 1
2022
Q4
$6.66M Buy
51,231
+218
+0.4% +$31.2K 4.21% 1
2022
Q3
$7.05M Buy
51,013
+1,740
+4% +$273K 5.17% 1
2022
Q2
$6.74M Buy
49,273
+1,720
+4% +$260K 4.75% 1
2022
Q1
$8.3M Sell
47,553
-391
-0.8% -$65.8K 5.03% 1
2021
Q4
$8.51M Buy
47,944
+6,389
+15% +$1.01M 5.11% 1
2021
Q3
$5.88M Buy
41,555
+720
+2% +$106K 3.82% 1
2021
Q2
$5.59M Buy
40,835
+294
+0.7% +$38.1K 3.63% 1
2021
Q1
$4.95M Buy
40,541
+158
+0.4% +$20.3K 3.32% 1
2020
Q4
$5.36M Sell
40,383
-3,319
-8% -$399K 4.02% 1
2020
Q3
$5.06M Sell
43,702
-9,090
-17% -$992K 4.52% 1
2020
Q2
$4.81M Sell
52,792
-4,964
-9% -$385K 5.04% 1
2020
Q1
$3.67M Buy
57,756
+7,104
+14% +$522K 4.91% 2
2019
Q4
$3.72M Buy
+50,652
New +$3.26M 3.12% 3

Other funds holding AAPL

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

Samalin Investment Counsel increased its Apple (AAPL) stake by 4% in Q2 2026, buying an estimated $391K and bringing the position to 35,281 shares worth $10.2M. The position accounts for 3.19% of the portfolio, ranked #1.

Samalin Investment Counsel first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.4M in Q4 2025. 2,688 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Samalin Investment Counsel held 35,281 shares of Apple worth $10.2M as of Q2 2026.
  • Samalin Investment Counsel bought 1,366 Apple shares in Q2 2026, an estimated $391K.
  • Apple made up 3.19% of Samalin Investment Counsel's portfolio in Q2 2026, its #1 holding.
  • Samalin Investment Counsel first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Apple position peaked at $10.4M in Q4 2025.
  • 2,688 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.