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
$57.9K Buy
+200
New +$57.2K 0.02% 330
2024
Q4
Sell
-100
Closed -$23.3K 294
2024
Q3
$23.3K Hold
100
0.01% 284
2024
Q2
$21.1K Sell
100
-100
-50% -$18.6K 0.01% 274
2024
Q1
$34.3K Sell
200
-100
-33% -$18.2K 0.02% 275
2023
Q4
$57.8K Sell
300
-300
-50% -$55.4K 0.03% 266
2023
Q3
$103K Buy
600
+100
+20% +$18.3K 0.06% 249
2023
Q2
$97K Buy
+500
New +$87.1K 0.05% 267
2023
Q1
Sell
-800
Closed -$104K 263
2022
Q4
$104K Buy
+800
New +$114K 0.07% 240

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. 2,777 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.
  • 2,777 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.