Level Wealth Management
AAPL icon

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
Q3 		$1.67M Buy
5,013
+2,056
+70% +$660K 0.64% 23
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% -$9.9K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Level Wealth Management's AAPL Position: Q3 2026 in Review

Level Wealth Management increased its Apple (AAPL) stake by 70% in Q3 2026, buying an estimated $660K and bringing the position to 5,013 shares worth $1.67M. The position accounts for 0.64% of the portfolio, ranked #23.

Level Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Level Wealth Management held 5,013 shares of Apple worth $1.67M as of Q3 2026.
  • Level Wealth Management bought 2,056 Apple shares in Q3 2026, an estimated $660K.
  • Apple made up 0.64% of Level Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Level Wealth Management first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.