LWM
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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Level Wealth Management's AAPL Position: Q1 2026 in Review

Level Wealth Management increased its Apple (AAPL) stake by 4.7% in Q1 2026, buying an estimated $37.5K and bringing the position to 3,193 shares worth $810K. The position accounts for 0.38% of the portfolio, ranked #27.

Level Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $829K in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Level Wealth Management held 3,193 shares of Apple worth $810K as of Q1 2026.
  • Level Wealth Management bought 144 Apple shares in Q1 2026, an estimated $37.5K.
  • Apple made up 0.38% of Level Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Level Wealth Management first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Level Wealth Management's Apple position peaked at $829K in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.