Level Four Advisory Services’s Apple AAPL Stock Holding History

Level Four Advisory Services’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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.