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
2024
Q2
– Sell
-100
Closed -$2.36K – 743
2024
Q1
$2.36K Hold
100
– – ﹤0.01% 775
2023
Q4
$2.36K Hold
100
– – ﹤0.01% 774
2023
Q3
$3.51K Hold
100
– – ﹤0.01% 752
2023
Q2
$2.5K Buy
+100
New +$17.4K ﹤0.01% 799

Other funds holding AAPL

Level Four Advisory Services's AAPL Position: Q2 2026 in Review

Level Four Advisory Services increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $2.34M and bringing the position to 493,660 shares worth $143M. 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 39 quarters since. 6,152 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Level Four Advisory Services held 493,660 shares of Apple worth $143M as of Q2 2026.
  • Level Four Advisory Services bought 8,166 Apple shares in Q2 2026, an estimated $2.34M.
  • Apple made up 4.04% of Level Four Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Level Four Advisory Services first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
  • 6,152 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.