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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Level Financial Advisors's AAPL Position: Q2 2026 in Review

Level Financial Advisors reduced its Apple (AAPL) stake by 1.1% in Q2 2026, selling an estimated $26K and leaving 8,407 shares worth $2.43M. The position accounts for 0.54% of the portfolio, ranked #34.

Level Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.6M in Q4 2021. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Level Financial Advisors held 8,407 shares of Apple worth $2.43M as of Q2 2026.
Level Financial Advisors sold 91 Apple shares in Q2 2026, an estimated $26K.
Apple made up 0.54% of Level Financial Advisors's portfolio in Q2 2026, its #34 holding.
Level Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
Level Financial Advisors's Apple position peaked at $2.6M in Q4 2021.
6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.