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Level Financial Advisors’s Apple AAPL Stock Holding History

Level Financial Advisors’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
Q3 		$2.77M Sell
8,315
-92
-1% -$29.6K 0.61% 33
2026
Q2 		$2.43M Sell
8,407
-91
-1% -$26K 0.54% 34
2026
Q1 		$2.16M Buy
8,498
+562
+7% +$146K 0.55% 33
2025
Q4 		$2.16M Sell
7,936
-669
-8% -$180K 0.57% 33
2025
Q3 		$2.19M Sell
8,605
-6
-0.1% -$1.35K 0.62% 33
2025
Q2 		$1.77M Sell
8,611
-228
-3% -$46K 0.55% 37
2025
Q1 		$1.96M Sell
8,839
-143
-2% -$33.1K 0.67% 33
2024
Q4 		$2.25M Sell
8,982
-281
-3% -$66.2K 0.83% 27
2024
Q3 		$2.16M Buy
+9,263
New +$2.07M 0.82% 30
2024
Q2 		– Sell
-8,837
Closed -$1.52M – 68
2024
Q1 		$1.52M Sell
8,837
-200
-2% -$36.4K 0.69% 29
2023
Q4 		$1.74M Sell
9,037
-1,081
-11% -$200K 0.86% 22
2023
Q3 		$1.73M Sell
10,118
-131
-1% -$24K 0.97% 21
2023
Q2 		$1.99M Buy
10,249
+200
+2% +$34.9K 1.11% 20
2023
Q1 		$1.66M Sell
10,049
-56
-0.6% -$8.26K 0.99% 22
2022
Q4 		$1.31M Sell
10,105
-1,603
-14% -$229K 0.86% 26
2022
Q3 		$1.62M Sell
11,708
-1,372
-10% -$215K 1.19% 20
2022
Q2 		$1.79M Sell
13,080
-754
-5% -$114K 1.32% 17
2022
Q1 		$2.42M Sell
13,834
-813
-6% -$137K 1.86% 12
2021
Q4 		$2.6M Buy
+14,647
New +$2.31M 1.98% 12

Other funds holding AAPL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Level Financial Advisors's AAPL Position: Q3 2026 in Review

Level Financial Advisors reduced its Apple (AAPL) stake by 1.1% in Q3 2026, selling an estimated $29.6K and leaving 8,315 shares worth $2.77M. The position accounts for 0.61% of the portfolio, ranked #33.

Level Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 729 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Level Financial Advisors held 8,315 shares of Apple worth $2.77M as of Q3 2026.
  • Level Financial Advisors sold 92 Apple shares in Q3 2026, an estimated $29.6K.
  • Apple made up 0.61% of Level Financial Advisors's portfolio in Q3 2026, its #33 holding.
  • Level Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 729 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.