Schwartz Investment Counsel’s Apple AAPL Stock Holding History

Schwartz 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	$1.88M	Hold	6,500	–	–	0.06%	101
2026 Q1	$1.65M	Sell	6,500 -500	-7%	-$130K	0.06%	100
2025 Q4	$1.9M	Hold	7,000	–	–	0.07%	101
2025 Q3	$1.78M	Sell	7,000 -400	-5%	-$90.4K	0.06%	99
2025 Q2	$1.52M	Hold	7,400	–	–	0.05%	94
2025 Q1	$1.64M	Sell	7,400 -200	-3%	-$46.3K	0.06%	93
2024 Q4	$1.9M	Hold	7,600	–	–	0.07%	88
2024 Q3	$1.77M	Sell	7,600 -100	-1%	-$22.3K	0.06%	91
2024 Q2	$1.62M	Buy	7,700 +1,500	+24%	+$280K	0.06%	96
2024 Q1	$1.06M	Hold	6,200	–	–	0.04%	111
2023 Q4	$1.19M	Hold	6,200	–	–	0.05%	106
2023 Q3	$1.06M	Sell	6,200 -1,400	-18%	-$257K	0.05%	106
2023 Q2	$1.47M	Buy	7,600 +600	+9%	+$105K	0.06%	99
2023 Q1	$1.15M	Buy	7,000 +750	+12%	+$111K	0.05%	102
2022 Q4	$812K	Hold	6,250	–	–	0.04%	108
2022 Q3	$864K	Sell	6,250 -200	-3%	-$31.4K	0.04%	99
2022 Q2	$882K	Buy	6,450 +150	+2%	+$22.7K	0.04%	101
2022 Q1	$1.1M	Sell	6,300 -800	-11%	-$135K	0.05%	101
2021 Q4	$1.26M	Hold	7,100	–	–	0.05%	100
2021 Q3	$1M	Hold	7,100	–	–	0.04%	99
2021 Q2	$972K	Sell	7,100 -1,200	-14%	-$155K	0.04%	100
2021 Q1	$1.01M	Sell	8,300 -150	-2%	-$19.3K	0.04%	101
2020 Q4	$1.12M	Sell	8,450 -400	-5%	-$48.1K	0.05%	98
2020 Q3	$1.02M	Sell	8,850 -4,070	-32%	-$444K	0.05%	101
2020 Q2	$1.18M	Hold	12,920	–	–	0.06%	92
2020 Q1	$821K	Sell	12,920 -4,200	-25%	-$309K	0.05%	91
2019 Q4	$1.26M	Buy	17,120 +3,200	+23%	+$206K	0.06%	91
2019 Q3	$779K	Hold	13,920	–	–	0.04%	105
2019 Q2	$689K	Hold	13,920	–	–	0.04%	106
2019 Q1	$661K	Buy	13,920 +600	+5%	+$25.4K	0.04%	110
2018 Q4	$525K	Hold	13,320	–	–	0.03%	111
2018 Q3	$752K	Hold	13,320	–	–	0.04%	112
2018 Q2	$616K	Hold	13,320	–	–	0.04%	113
2018 Q1	$559K	Hold	13,320	–	–	0.03%	113
2017 Q4	$564K	Hold	13,320	–	–	0.03%	107
2017 Q3	$513K	Sell	13,320 -800	-6%	-$31K	0.03%	109
2017 Q2	$508K	Hold	14,120	–	–	0.03%	109
2017 Q1	$507K	Hold	14,120	–	–	0.03%	111
2016 Q4	$409K	Hold	14,120	–	–	0.03%	115
2016 Q3	$399K	Hold	14,120	–	–	0.03%	115
2016 Q2	$337K	Hold	14,120	–	–	0.02%	118
2016 Q1	$385K	Sell	14,120 -3,200	-18%	-$79.7K	0.03%	120
2015 Q4	$456K	Sell	17,320 -9,560	-36%	-$273K	0.03%	127
2015 Q3	$741K	Sell	26,880 -3,560	-12%	-$104K	0.06%	121
2015 Q2	$954K	Sell	30,440 -12,000	-28%	-$384K	0.06%	127
2015 Q1	$1.32M	Sell	42,440 -16,000	-27%	-$483K	0.09%	111
2014 Q4	$1.61M	Sell	58,440 -9,980	-15%	-$272K	0.11%	106
2014 Q3	$1.72M	Sell	68,420 -27,200	-28%	-$668K	0.12%	99
2014 Q2	$2.22M	Sell	95,620 -17,500	-15%	-$372K	0.16%	97
2014 Q1	$2.17M	Sell	113,120 -3,500	-3%	-$66.6K	0.16%	101
2013 Q4	$2.34M	Hold	116,620	–	–	0.18%	103
2013 Q3	$1.99M	Sell	116,620 -2,800	-2%	-$46.4K	0.17%	107
2013 Q2	$1.69M	Buy	+119,420	New	+$1.84M	0.17%	111

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Schwartz Investment Counsel held its Apple (AAPL) position steady in Q2 2026 at 6,500 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #101.

Schwartz Investment Counsel first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.34M in Q4 2013. 6,088 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Schwartz Investment Counsel held 6,500 shares of Apple worth $1.88M as of Q2 2026.
Schwartz Investment Counsel left its Apple share count unchanged in Q2 2026.
Apple made up 0.06% of Schwartz Investment Counsel's portfolio in Q2 2026, its #101 holding.
Schwartz Investment Counsel first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
Schwartz Investment Counsel's Apple position peaked at $2.34M in Q4 2013.
6,088 funds tracked by Wall St. Rank held Apple as of Q2 2026.

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