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Leo Wealth LLC’s Apple AAPL Stock Holding History

Leo Wealth LLC’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.3M Sell
119,197
-4,930
-4% -$1.28M 2.2% 10
2025
Q4 		$33.7M Buy
124,127
+46,778
+60% +$12.6M 2.44% 8
2025
Q3 		$19.7M Sell
77,349
-56,501
-42% -$12.8M 2.55% 9
2025
Q2 		$27.4M Buy
133,850
+64,681
+94% +$13.1M 2.13% 9
2025
Q1 		$15.4M Sell
69,169
-66,248
-49% -$15.3M 2.21% 8
2024
Q4 		$33.9M Sell
135,417
-3,796
-3% -$895K 3.04% 7
2024
Q3 		$32.4M Sell
139,213
-2,414
-2% -$539K 2.96% 7
2024
Q2 		$30.3M Sell
141,627
-10,935
-7% -$2.04M 3.09% 7
2024
Q1 		$26M Buy
152,562
+3,381
+2% +$615K 2.67% 8
2023
Q4 		$27.1M Buy
+149,181
New +$27.5M 2.81% 8

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Wealth LLC's AAPL Position: Q1 2026 in Review

Leo Wealth LLC reduced its Apple (AAPL) stake by 4% in Q1 2026, selling an estimated $1.28M and leaving 119,197 shares worth $30.3M. The position accounts for 2.2% of the portfolio, ranked #10.

Leo Wealth LLC first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.9M in Q4 2024. 6,110 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Leo Wealth LLC held 119,197 shares of Apple worth $30.3M as of Q1 2026.
  • Leo Wealth LLC sold 4,930 Apple shares in Q1 2026, an estimated $1.28M.
  • Apple made up 2.2% of Leo Wealth LLC's portfolio in Q1 2026, its #10 holding.
  • Leo Wealth LLC first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Apple position peaked at $33.9M in Q4 2024.
  • 6,110 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.