Level Four Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $123M | Sell |
485,494
-12,537
| -3% | -$3.26M | 4.04% | 1 |
|
|
2025
Q4 | $135M | Sell |
498,031
-2,642
| -0.5% | -$709K | 4.43% | 1 |
|
|
2025
Q3 | $127M | Sell |
500,673
-15,962
| -3% | -$3.61M | 4.37% | 1 |
|
|
2025
Q2 | $106M | Buy |
516,635
+11,052
| +2% | +$2.23M | 3.91% | 1 |
|
|
2025
Q1 | $112M | Sell |
505,583
-2,018
| -0.4% | -$468K | 4.62% | 1 |
|
|
2024
Q4 | $127M | Sell |
507,601
-3,424
| -0.7% | -$807K | 5.2% | 1 |
|
|
2024
Q3 | $115M | Sell |
511,025
-8,958
| -2% | -$2M | 4.86% | 1 |
|
|
2024
Q2 | $110M | Sell |
519,983
-47,523
| -8% | -$8.86M | 4.94% | 1 |
|
|
2024
Q1 | $109M | Buy |
567,506
+7,667
| +1% | +$1.39M | 6% | 1 |
|
|
2023
Q4 | $108M | Buy |
559,839
+654
| +0.1% | +$121K | 6.05% | 1 |
|
|
2023
Q3 | $95.7M | Sell |
559,185
-15,702
| -3% | -$2.88M | 6.17% | 1 |
|
|
2023
Q2 | $112M | Sell |
574,887
-20,711
| -3% | -$3.61M | 6.7% | 1 |
|
|
2023
Q1 | $98.2M | Buy |
595,598
+3,022
| +0.5% | +$446K | 6.44% | 1 |
|
|
2022
Q4 | $77M | Buy |
592,576
+85,715
| +17% | +$12.2M | 5.72% | 1 |
|
|
2022
Q3 | $70M | Buy |
506,861
+174,617
| +53% | +$27.4M | 6.81% | 1 |
|
|
2022
Q2 | $45.4M | Buy |
332,244
+12,654
| +4% | +$1.92M | 4.28% | 1 |
|
|
2022
Q1 | $55.8M | Sell |
319,590
-10,510
| -3% | -$1.77M | 4.37% | 1 |
|
|
2021
Q4 | $58.6M | Buy |
330,100
+65,877
| +25% | +$10.4M | 4.47% | 1 |
|
|
2021
Q3 | $37.4M | Sell |
264,223
-140,591
| -35% | -$20.7M | 3.89% | 2 |
|
|
2021
Q2 | $55.4M | Sell |
404,814
-15,633
| -4% | -$2.03M | 3.83% | 2 |
|
|
2021
Q1 | $51.4M | Sell |
420,447
-24,947
| -6% | -$3.2M | 3.99% | 2 |
|
|
2020
Q4 | $59.1M | Sell |
445,394
-153,440
| -26% | -$18.5M | 4.74% | 2 |
|
|
2020
Q3 | $69.4M | Sell |
598,834
-36,030
| -6% | -$3.93M | 5.34% | 1 |
|
|
2020
Q2 | $57.9M | Buy |
634,864
+118,160
| +23% | +$9.16M | 4.48% | 1 |
|
|
2020
Q1 | $32.9M | Buy |
516,704
+52,080
| +11% | +$3.83M | 3.94% | 2 |
|
|
2019
Q4 | $102M | Buy |
464,624
+20,568
| +5% | +$1.32M | 4.03% | 1 |
|
|
2019
Q3 | $24.9M | Buy |
444,056
+2,268
| +0.5% | +$119K | 2.57% | 5 |
|
|
2019
Q2 | $21.9M | Sell |
441,788
-2,932
| -0.7% | -$143K | 2.21% | 5 |
|
|
2019
Q1 | $21.1M | Buy |
444,720
+448
| +0.1% | +$19K | 2.33% | 5 |
|
|
2018
Q4 | $17.5M | Buy |
444,272
+1,252
| +0.3% | +$60.7K | 2.18% | 5 |
|
|
2018
Q3 | $25M | Sell |
443,020
-65,540
| -13% | -$3.41M | 2.7% | 3 |
|
|
2018
Q2 | $23.5M | Buy |
508,560
+11,688
| +2% | +$530K | 1.71% | 8 |
|
|
2018
Q1 | $20.8M | Sell |
496,872
-16,208
| -3% | -$698K | 1.62% | 13 |
|
|
2017
Q4 | $21.7M | Buy |
513,080
+4,920
| +1% | +$206K | 1.69% | 12 |
|
|
2017
Q3 | $19.6M | Buy |
508,160
+86,384
| +20% | +$3.35M | 1.74% | 11 |
|
|
2017
Q2 | $15.2M | Sell |
421,776
-80,000
| -16% | -$2.96M | 2.34% | 4 |
|
|
2017
Q1 | $18.1M | Buy |
501,776
+9,080
| +2% | +$299K | 1.84% | 10 |
|
|
2016
Q4 | $14.3M | Buy |
+492,696
| New | +$14M | 1.82% | 12 |
|
Other funds holding AAPL
VCM
VPM
Level Four Advisory Services's AAPL Position: Q1 2026 in Review
Level Four Advisory Services reduced its Apple (AAPL) stake by 2.5% in Q1 2026, selling an estimated $3.26M and leaving 485,494 shares worth $123M. The position accounts for 4.04% of the portfolio, ranked #1.
Level Four Advisory Services first reported a position in AAPL in Q4 2016 and has held it in 38 quarters since. The position peaked at $135M in Q4 2025. 6,080 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Level Four Advisory Services held 485,494 shares of Apple worth $123M as of Q1 2026.
- Level Four Advisory Services sold 12,537 Apple shares in Q1 2026, an estimated $3.26M.
- Apple made up 4.04% of Level Four Advisory Services's portfolio in Q1 2026, its #1 holding.
- Level Four Advisory Services first reported a position in Apple in Q4 2016 and has held it in 38 quarters since.
- Level Four Advisory Services's Apple position peaked at $135M in Q4 2025.
- 6,080 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.