LBWM
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Left Brain Wealth Management’s Applovin APP Stock Holding History

Left Brain Wealth Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$339K Sell
852
-15,522
-95% -$7.5M 0.13% 60
2025
Q4 		$11M Sell
16,374
-948
-5% -$597K 3.82% 5
2025
Q3 		$12.4M Buy
17,322
+2,350
+16% +$1.08M 3.91% 7
2025
Q2 		$5.24M Buy
14,972
+5,500
+58% +$1.78M 1.85% 22
2025
Q1 		$2.51M Sell
9,472
-6,805
-42% -$2.35M 1.1% 33
2024
Q4 		$5.27M Buy
16,277
+12,423
+322% +$3.14M 1.99% 15
2024
Q3 		$503K Sell
3,854
-101
-3% -$9.21K 0.23% 60
2024
Q2 		$329K Buy
+3,955
New +$307K 0.15% 64

Other funds holding APP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Left Brain Wealth Management's APP Position: Q1 2026 in Review

Left Brain Wealth Management reduced its Applovin (APP) stake by 95% in Q1 2026, selling an estimated $7.5M and leaving 852 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #60.

Left Brain Wealth Management first reported a position in APP in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q3 2025. 1,383 funds tracked by Wall St. Rank hold APP as of Q1 2026.

  • Left Brain Wealth Management held 852 shares of Applovin worth $339K as of Q1 2026.
  • Left Brain Wealth Management sold 15,522 Applovin shares in Q1 2026, an estimated $7.5M.
  • Applovin made up 0.13% of Left Brain Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Left Brain Wealth Management first reported a position in Applovin in Q2 2024 and has held it in 8 quarters since.
  • Left Brain Wealth Management's Applovin position peaked at $12.4M in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Applovin as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.