Lipe & Dalton
- SEC CIK
- 0001570396
- Latest filing
- Jul 14, 2026
AAPL holding history
Apple Inc. in every 13F filed by Lipe & Dalton, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings
- Shares (Q2 2026)
- 64,456
- Value
- $18.7M
- % of portfolio
- 8.7%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 64,456 | $18.7M | 8.7% | −1,123−1.7% | Reduced | Holders |
| Q1 2026 | 65,579 | $16.6M | 8.7% | −1,332−2.0% | Reduced | Holders |
| Q4 2025 | 66,911 | $18.2M | 9.0% | −2,482−3.6% | Reduced | Holders |
| Q3 2025 | 69,393 | $17.7M | 8.8% | −637−0.9% | Reduced | Holders |
| Q2 2025 | 70,030 | $14.4M | 7.8% | −1,968−2.7% | Reduced | Holders |
| Q1 2025 | 71,998 | $16.0M | 8.9% | −3,107−4.1% | Reduced | Holders |
| Q4 2024 | 75,105 | $18.8M | 10.0% | −1,528−2.0% | Reduced | Holders |
| Q3 2024 | 76,633 | $17.9M | 9.0% | −1,141−1.5% | Reduced | Holders |
| Q2 2024 | 77,774 | $16.4M | 8.8% | −3,181−3.9% | Reduced | Holders |
| Q1 2024 | 80,955 | $13.9M | 7.2% | −806−1.0% | Reduced | Holders |
| Q4 2023 | 81,761 | $15.7M | 8.5% | −377−0.5% | Reduced | Holders |
| Q3 2023 | 82,138 | $14.1M | 8.5% | −526−0.6% | Reduced | Holders |
| Q2 2023 | 82,664 | $16.0M | 9.1% | −1,670−2.0% | Reduced | Holders |
| Q1 2023 | 84,334 | $13.9M | 8.0% | −1,686−2.0% | Reduced | Holders |
| Q4 2022 | 86,020 | $11.2M | 6.4% | −635−0.7% | Reduced | Holders |
| Q3 2022 | 86,655 | $12.0M | 7.5% | +847+1.0% | Added | Holders |
| Q2 2022 | 85,808 | $11.7M | 6.9% | −386−0.4% | Reduced | Holders |
| Q1 2022 | 86,194 | $15.1M | 7.3% | −1,131−1.3% | Reduced | Holders |
| Q4 2021 | 87,325 | $15.5M | 7.3% | −380−0.4% | Reduced | Holders |
| Q3 2021 | 87,705 | $12.4M | 6.4% | −1,018−1.1% | Reduced | Holders |
| Q2 2021 | 88,723 | $12.2M | 6.3% | −475−0.5% | Reduced | Holders |
| Q1 2021 | 89,198 | $10.9M | 6.0% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.