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Sigma Investment Counselors’s Apple AAPL Stock Holding History

Sigma Investment Counselors’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 		$27.9M Sell
109,912
-7,953
-7% -$2.07M 1.47% 19
2025
Q4 		$32M Sell
117,865
-2,183
-2% -$586K 1.63% 15
2025
Q3 		$30.6M Sell
120,048
-3,290
-3% -$743K 1.59% 16
2025
Q2 		$25.3M Buy
123,338
+7,123
+6% +$1.44M 1.39% 19
2025
Q1 		$25.8M Sell
116,215
-8,329
-7% -$1.93M 1.58% 17
2024
Q4 		$31.2M Sell
124,544
-1,805
-1% -$425K 1.83% 10
2024
Q3 		$29.4M Buy
126,349
+265
+0.2% +$59.2K 1.73% 11
2024
Q2 		$26.6M Sell
126,084
-2,562
-2% -$478K 1.66% 11
2024
Q1 		$22.1M Sell
128,646
-2,291
-2% -$417K 1.42% 20
2023
Q4 		$25.2M Sell
130,937
-479
-0.4% -$88.4K 1.78% 9
2023
Q3 		$22.5M Sell
131,416
-2,241
-2% -$411K 1.7% 12
2023
Q2 		$25.9M Buy
133,657
+1,604
+1% +$279K 1.9% 9
2023
Q1 		$21.8M Sell
132,053
-2,095
-2% -$309K 1.69% 14
2022
Q4 		$17.4M Sell
134,148
-4,433
-3% -$634K 1.43% 19
2022
Q3 		$19.2M Sell
138,581
-4,429
-3% -$695K 1.63% 16
2022
Q2 		$19.6M Buy
143,010
+47
+0% +$7.12K 1.59% 17
2022
Q1 		$25M Sell
142,963
-106
-0.1% -$17.8K 1.79% 14
2021
Q4 		$25.4M Sell
143,069
-1,240
-0.9% -$196K 1.78% 14
2021
Q3 		$20.4M Sell
144,309
-550
-0.4% -$81K 1.51% 16
2021
Q2 		$19.8M Sell
144,859
-481
-0.3% -$62.3K 1.49% 18
2021
Q1 		$17.8M Sell
145,340
-2,231
-2% -$286K 1.44% 18
2020
Q4 		$19.6M Buy
147,571
+80,679
+121% +$9.7M 1.68% 11
2020
Q3 		$7.75M Sell
66,892
-87,016
-57% -$9.49M 1.51% 12
2020
Q2 		$14M Buy
153,908
+3,416
+2% +$265K 1.49% 18
2020
Q1 		$9.57M Sell
150,492
-14,360
-9% -$1.06M 1.22% 22
2019
Q4 		$12.1M Sell
164,852
-2,244
-1% -$144K 1.27% 14
2019
Q3 		$9.36M Buy
167,096
+4,904
+3% +$256K 1.06% 23
2019
Q2 		$8.03M Sell
162,192
-7,632
-4% -$372K 0.94% 26
2019
Q1 		$8.06M Buy
169,824
+3,688
+2% +$156K 0.99% 23
2018
Q4 		$6.55M Sell
166,136
-156
-0.1% -$7.56K 0.91% 20
2018
Q3 		$9.38M Buy
166,292
+10,604
+7% +$552K 1.17% 15
2018
Q2 		$7.21M Sell
155,688
-9,124
-6% -$414K 0.95% 18
2018
Q1 		$6.91M Sell
164,812
-1,680
-1% -$72.3K 0.94% 17
2017
Q4 		$7.04M Sell
166,492
-18,788
-10% -$785K 0.96% 20
2017
Q3 		$7.14M Sell
185,280
-4,716
-2% -$183K 1.02% 17
2017
Q2 		$6.84M Buy
189,996
+1,676
+0.9% +$62K 1.05% 17
2017
Q1 		$6.76M Sell
188,320
-48,512
-20% -$1.6M 1.08% 16
2016
Q4 		$6.86M Buy
236,832
+6,376
+3% +$181K 1.1% 14
2016
Q3 		$6.51M Sell
230,456
-5,188
-2% -$137K 1.08% 15
2016
Q2 		$5.63M Buy
235,644
+5,424
+2% +$135K 0.96% 17
2016
Q1 		$6.27M Buy
230,220
+1,676
+0.7% +$41.8K 1.11% 15
2015
Q4 		$6.01M Buy
228,544
+2,000
+0.9% +$57.2K 1.11% 14
2015
Q3 		$6.25M Sell
226,544
-6,388
-3% -$187K 1.21% 14
2015
Q2 		$7.3M Sell
232,932
-4,960
-2% -$159K 1.36% 14
2015
Q1 		$7.4M Sell
237,892
-5,044
-2% -$152K 1.38% 14
2014
Q4 		$6.7M Sell
242,936
-2,540
-1% -$69.1K 1.27% 14
2014
Q3 		$6.18M Buy
245,476
+16,780
+7% +$412K 1.19% 15
2014
Q2 		$5.31M Sell
228,696
-14,036
-6% -$299K 1.04% 16
2014
Q1 		$4.65M Sell
242,732
-2,352
-1% -$44.7K 0.94% 17
2013
Q4 		$4.91M Sell
245,084
-8,624
-3% -$163K 1.06% 16
2013
Q3 		$4.32M Buy
253,708
+53,088
+26% +$880K 1% 17
2013
Q2 		$2.84M Buy
+200,620
New +$3.09M 0.74% 37

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sigma Investment Counselors's AAPL Position: Q1 2026 in Review

Sigma Investment Counselors reduced its Apple (AAPL) stake by 6.7% in Q1 2026, selling an estimated $2.07M and leaving 109,912 shares worth $27.9M. The position accounts for 1.47% of the portfolio, ranked #19.

Sigma Investment Counselors first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $32M in Q4 2025. 6,075 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Sigma Investment Counselors held 109,912 shares of Apple worth $27.9M as of Q1 2026.
  • Sigma Investment Counselors sold 7,953 Apple shares in Q1 2026, an estimated $2.07M.
  • Apple made up 1.47% of Sigma Investment Counselors's portfolio in Q1 2026, its #19 holding.
  • Sigma Investment Counselors first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's Apple position peaked at $32M in Q4 2025.
  • 6,075 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.