Lipe & Dalton Investment Activity in Q2 2026

This report summarizes observable purchases and sales by Lipe & Dalton during the second quarter of 2026, based on available data.

By Insiderset.Jul 16, 2026, 10:03 AM

AAPL

As reported for the period ending June 30, 2026 (Q2), Lipe & Dalton's portfolio saw specific changes in holdings. The total portfolio value stood at $132,582 during this quarter.

Significant buying activity was observed across several sectors:

Berkshire Hathaway Inc Class B (BRK-B): Lipe & Dalton increased its position by a substantial 8765 shares, representing an unprecedented +1593.64% change in this quarter.
KLA-Tencor Corp (KLAC): A notable purchase occurred with the addition of 3000 shares during Q2.
Consolidated Edison Inc (ED): This position was newly established, adding a significant new holding for Lipe & Dalton.
Clorox Co (CLX): Another new position added to the portfolio in Q2.
Boston Scientific Corp (BSX): This stock was also newly acquired, marking its first appearance in Lipe & Dalton's holdings according to this filing.

Lipe & Dalton also noted sales activity:

Intel Corp (INTC): The investor sold a large number of shares (-35239), resulting in a significant decrease of -38.58%.
American Airlines Group Inc (AAPL) Class A: Shares decreased by -1123, or -1.71%, indicating some reduction in this position.
Canadian Imperial Bank Comm To (CM): Holdings saw a decrease of -1080 shares (-1.43%).

The portfolio's Technology sector allocation, which includes holdings like Intel Corp and Apple Inc Class A, remained the largest component at 26.3% ($34,865). However, specific changes within this sector were limited to sales of INTc shares.

In contrast, the Financial Services sector saw a slight decrease in its portfolio percentage allocation from prior periods (-0.17%), primarily due to reductions in Boeing Co Class A and Canadian Imperial Bank Comm To holdings (-210 shares SNA, -500 shares BA). The Technology sector also experienced a small reduction (-38.58%) specifically with Intel Corp.

Overall, Lipe & Dalton's portfolio held 59 distinct positions during Q2 2026. Their top five holdings by value accounted for approximately 21.86% of the total portfolio weight (AAPL: 8.67%, CM: 3.99%, BRK-B: 2.17%, INTC: 3.64%, BAX: 1.65%).