Whitegate Investment Counselors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $874K | Buy |
3,445
+2
| +0.1% | +$521 | 0.28% | 40 |
|
|
2025
Q4 | $936K | Buy |
3,443
+3
| +0.1% | +$805 | 0.29% | 39 |
|
|
2025
Q3 | $876K | Buy |
3,440
+2
| +0.1% | +$452 | 0.29% | 39 |
|
|
2025
Q2 | $705K | Sell |
3,438
-171
| -5% | -$34.5K | 0.24% | 48 |
|
|
2025
Q1 | $802K | Buy |
3,609
+3
| +0.1% | +$695 | 0.28% | 43 |
|
|
2024
Q4 | $903K | Buy |
3,606
+2
| +0.1% | +$471 | 0.31% | 41 |
|
|
2024
Q3 | $840K | Buy |
3,604
+4
| +0.1% | +$893 | 0.22% | 42 |
|
|
2024
Q2 | $758K | Buy |
3,600
+283
| +9% | +$52.8K | 0.22% | 42 |
|
|
2024
Q1 | $569K | Sell |
3,317
-252
| -7% | -$45.8K | 0.16% | 45 |
|
|
2023
Q4 | $687K | Buy |
3,569
+3
| +0.1% | +$554 | 0.21% | 41 |
|
|
2023
Q3 | $611K | Buy |
3,566
+119
| +3% | +$21.8K | 0.2% | 43 |
|
|
2023
Q2 | $669K | Buy |
3,447
+3
| +0.1% | +$523 | 0.22% | 41 |
|
|
2023
Q1 | $568K | Buy |
3,444
+4
| +0.1% | +$590 | 0.18% | 46 |
|
|
2022
Q4 | $447K | Buy |
3,440
+4
| +0.1% | +$572 | 0.15% | 48 |
|
|
2022
Q3 | $475K | Buy |
3,436
+3
| +0.1% | +$471 | 0.18% | 44 |
|
|
2022
Q2 | $469K | Buy |
3,433
+5
| +0.1% | +$757 | 0.17% | 46 |
|
|
2022
Q1 | $599K | Buy |
3,428
+2
| +0.1% | +$336 | 0.19% | 41 |
|
|
2021
Q4 | $608K | Sell |
3,426
-153,070
| -98% | -$24.2M | 0.18% | 42 |
|
|
2021
Q3 | $22.1M | Sell |
156,496
-4,359
| -3% | -$642K | 3.14% | 3 |
|
|
2021
Q2 | $22M | Sell |
160,855
-2,936
| -2% | -$380K | 3.12% | 3 |
|
|
2021
Q1 | $20M | Sell |
163,791
-2,846
| -2% | -$365K | 3.05% | 4 |
|
|
2020
Q4 | $22.1M | Buy |
166,637
+957
| +0.6% | +$115K | 3.58% | 3 |
|
|
2020
Q3 | $19.2M | Sell |
165,680
-22,700
| -12% | -$2.48M | 3.5% | 2 |
|
|
2020
Q2 | $17.2M | Sell |
188,380
-4,932
| -3% | -$382K | 3.43% | 2 |
|
|
2020
Q1 | $12.3M | Sell |
193,312
-14,272
| -7% | -$1.05M | 2.98% | 3 |
|
|
2019
Q4 | $15.2M | Sell |
207,584
-9,868
| -5% | -$635K | 2.77% | 4 |
|
|
2019
Q3 | $12.2M | Sell |
217,452
-5,656
| -3% | -$296K | 2.39% | 6 |
|
|
2019
Q2 | $11M | Buy |
223,108
+8,060
| +4% | +$393K | 2.22% | 7 |
|
|
2019
Q1 | $10.2M | Sell |
215,048
-1,180
| -0.5% | -$50.1K | 2.11% | 7 |
|
|
2018
Q4 | $8.53M | Sell |
216,228
-1,020
| -0.5% | -$49.4K | 1.97% | 8 |
|
|
2018
Q3 | $12.3M | Sell |
217,248
-13,288
| -6% | -$692K | 2.5% | 5 |
|
|
2018
Q2 | $10.7M | Buy |
230,536
+1,080
| +0.5% | +$49K | 2.18% | 9 |
|
|
2018
Q1 | $9.63M | Sell |
229,456
-1,880
| -0.8% | -$80.9K | 2.05% | 8 |
|
|
2017
Q4 | $9.79M | Sell |
231,336
-3,388
| -1% | -$142K | 2.04% | 9 |
|
|
2017
Q3 | $9.04M | Sell |
234,724
-7,360
| -3% | -$286K | 2% | 9 |
|
|
2017
Q2 | $8.72M | Sell |
242,084
-3,224
| -1% | -$119K | 1.97% | 9 |
|
|
2017
Q1 | $8.81M | Sell |
245,308
-6,064
| -2% | -$200K | 2.12% | 8 |
|
|
2016
Q4 | $7.28M | Sell |
251,372
-6,512
| -3% | -$185K | 1.95% | 10 |
|
|
2016
Q3 | $7.29M | Sell |
257,884
-19,164
| -7% | -$507K | 1.98% | 9 |
|
|
2016
Q2 | $6.62M | Buy |
+277,048
| New | +$6.89M | 1.84% | 12 |
|
|
2014
Q1 | $7.2M | Buy |
+1,850,156
| New | +$35.2M | 1.97% | 11 |
|
Other funds holding AAPL
VCM
VPM
Whitegate Investment Counselors's AAPL Position: Q1 2026 in Review
Whitegate Investment Counselors increased its Apple (AAPL) stake by 0.06% in Q1 2026, buying an estimated $521 and bringing the position to 3,445 shares worth $874K. The position accounts for 0.28% of the portfolio, ranked #40.
Whitegate Investment Counselors first reported a position in AAPL in Q1 2014 and has held it in 41 quarters since. The position peaked at $22.1M in Q3 2021. 6,076 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Whitegate Investment Counselors held 3,445 shares of Apple worth $874K as of Q1 2026.
- Whitegate Investment Counselors bought 2 Apple shares in Q1 2026, an estimated $521.
- Apple made up 0.28% of Whitegate Investment Counselors's portfolio in Q1 2026, its #40 holding.
- Whitegate Investment Counselors first reported a position in Apple in Q1 2014 and has held it in 41 quarters since.
- Whitegate Investment Counselors's Apple position peaked at $22.1M in Q3 2021.
- 6,076 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.