Sterling 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
$17.1M Sell
59,160
-1,471
-2% -$421K 4.03% 5
2026
Q1
$15.4M Sell
60,631
-4,670
-7% -$1.22M 4.31% 5
2025
Q4
$17.5M Buy
65,301
+9,414
+17% +$2.53M 5.02% 5
2025
Q3
$14.2M Buy
55,887
+9,400
+20% +$2.12M 4.56% 5
2025
Q2
$9.54M Sell
46,487
-21,438
-32% -$4.33M 5.59% 5
2025
Q1
$15.1M Buy
67,925
+30,706
+83% +$7.11M 5.16% 5
2024
Q4
$9.32M Sell
37,219
-32,605
-47% -$7.68M 6.16% 4
2024
Q3
$16.3M Buy
69,824
+2,565
+4% +$573K 5.8% 5
2024
Q2
$14.2M Buy
67,259
+10,210
+18% +$1.9M 5.58% 5
2024
Q1
$9.78M Sell
57,049
-11,199
-16% -$2.04M 4.52% 5
2023
Q4
$13.1M Buy
68,248
+10,028
+17% +$1.85M 6.71% 3
2023
Q3
$9.97M Sell
58,220
-11,595
-17% -$2.13M 5.71% 4
2023
Q2
$13.5M Buy
69,815
+629
+0.9% +$110K 7.31% 2
2023
Q1
$11.4M Sell
69,186
-790
-1% -$117K 6.78% 3
2022
Q4
$9.09M Buy
69,976
+14,870
+27% +$2.13M 5.62% 5
2022
Q3
$7.62M Sell
55,106
-16,420
-23% -$2.58M 5.56% 5
2022
Q2
$9.78M Buy
71,526
+9,419
+15% +$1.43M 7.46% 2
2022
Q1
$10.8M Buy
62,107
+3,368
+6% +$566K 7.31% 2
2021
Q4
$10.4M Buy
+58,739
New +$9.28M 7.07% 4

Other funds holding AAPL

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

Sterling Investment Counsel reduced its Apple (AAPL) stake by 2.4% in Q2 2026, selling an estimated $421K and leaving 59,160 shares worth $17.1M. The position accounts for 4.03% of the portfolio, ranked #5.

Sterling Investment Counsel first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Sterling Investment Counsel held 59,160 shares of Apple worth $17.1M as of Q2 2026.
  • Sterling Investment Counsel sold 1,471 Apple shares in Q2 2026, an estimated $421K.
  • Apple made up 4.03% of Sterling Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • Sterling Investment Counsel first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Sterling Investment Counsel's Apple position peaked at $17.5M in Q4 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.