Leverty Financial Group
AAPL icon

Leverty Financial Group’s Apple AAPL Stock Holding History

Leverty Financial Group’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 		$655K Sell
1,966
-4
-0.2% -$1.28K 0.12% 24
2026
Q2 		$570K Hold
1,970
– – 0.11% 26
2026
Q1 		$500K Buy
1,970
+632
+47% +$164K 0.11% 24
2025
Q4 		$364K Sell
1,338
-386
-22% -$104K 0.09% 30
2025
Q3 		$439K Sell
1,724
-312
-15% -$70.5K 0.11% 27
2025
Q2 		$418K Sell
2,036
-105
-5% -$21.2K 0.12% 27
2025
Q1 		$476K Sell
2,141
-129
-6% -$29.9K 0.19% 21
2024
Q4 		$568K Sell
2,270
-350
-13% -$82.5K 0.29% 18
2024
Q3 		$610K Sell
2,620
-232
-8% -$51.8K 0.33% 17
2024
Q2 		$601K Sell
2,852
-1,400
-33% -$261K 0.36% 15
2024
Q1 		$729K Sell
4,252
-179
-4% -$32.5K 0.44% 13
2023
Q4 		$853K Buy
4,431
+101
+2% +$18.6K 0.54% 13
2023
Q3 		$741K Hold
4,330
– – 0.54% 12
2023
Q2 		$840K Buy
4,330
+112
+3% +$19.5K 0.61% 11
2023
Q1 		$696K Sell
4,218
-69
-2% -$10.2K 0.55% 11
2022
Q4 		$557K Buy
4,287
+1,034
+32% +$148K 0.48% 12
2022
Q3 		$449K Hold
3,253
– – 0.43% 12
2022
Q2 		$444K Hold
3,253
– – 0.41% 11
2022
Q1 		$568K Buy
3,253
+2,448
+304% +$412K 0.45% 12
2021
Q4 		$142K Buy
+805
New +$127K 0.11% 22

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

Leverty Financial Group's AAPL Position: Q3 2026 in Review

Leverty Financial Group reduced its Apple (AAPL) stake by 0.2% in Q3 2026, selling an estimated $1.28K and leaving 1,966 shares worth $655K. The position accounts for 0.12% of the portfolio, ranked #24.

Leverty Financial Group first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. The position peaked at $853K in Q4 2023. 1,930 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Leverty Financial Group held 1,966 shares of Apple worth $655K as of Q3 2026.
  • Leverty Financial Group sold 4 Apple shares in Q3 2026, an estimated $1.28K.
  • Apple made up 0.12% of Leverty Financial Group's portfolio in Q3 2026, its #24 holding.
  • Leverty Financial Group first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • Leverty Financial Group's Apple position peaked at $853K in Q4 2023.
  • 1,930 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.