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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Leverty Financial Group's AAPL Position: Q2 2026 in Review

Leverty Financial Group held its Apple (AAPL) position steady in Q2 2026 at 1,970 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #26.

Leverty Financial Group first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $853K in Q4 2023. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Leverty Financial Group held 1,970 shares of Apple worth $570K as of Q2 2026.
  • Leverty Financial Group left its Apple share count unchanged in Q2 2026.
  • Apple made up 0.11% of Leverty Financial Group's portfolio in Q2 2026, its #26 holding.
  • Leverty Financial Group first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's Apple position peaked at $853K in Q4 2023.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.