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Level Wealth Management’s Apple AAPL Stock Holding History

Level Wealth Management’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 		$856K Sell
2,957
-236
-7% -$67.5K 0.34% 26
2026
Q1 		$810K Buy
3,193
+144
+5% +$37.5K 0.38% 27
2025
Q4 		$829K Sell
3,049
-37
-1% -$9.93K 0.42% 26
2025
Q3 		$786K Hold
3,086
– – 0.41% 24
2025
Q2 		$633K Sell
3,086
-115
-4% -$23.2K 0.37% 26
2025
Q1 		$711K Buy
3,201
+1
+0% +$232 0.47% 20
2024
Q4 		$801K Buy
+3,200
New +$754K 0.57% 17

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Level Wealth Management's AAPL Position: Q2 2026 in Review

Level Wealth Management reduced its Apple (AAPL) stake by 7.4% in Q2 2026, selling an estimated $67.5K and leaving 2,957 shares worth $856K. The position accounts for 0.34% of the portfolio, ranked #26.

Level Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Level Wealth Management held 2,957 shares of Apple worth $856K as of Q2 2026.
  • Level Wealth Management sold 236 Apple shares in Q2 2026, an estimated $67.5K.
  • Apple made up 0.34% of Level Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Level Wealth Management first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.