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Levy Wealth Management Group’s Apple AAPL Stock Holding History

Levy Wealth Management 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
2024
Q2 		$9.83M Sell
46,671
-2,166
-4% -$404K 2.52% 8
2024
Q1 		$9.4M Hold
48,837
– – 2.64% 8
2023
Q4 		$9.4M Sell
48,837
-2,135
-4% -$394K 2.64% 8
2023
Q3 		$8.73M Sell
50,972
-348
-0.7% -$63.8K 2.71% 6
2023
Q2 		$9.95M Sell
51,320
-630
-1% -$110K 2.95% 6
2023
Q1 		$8.57M Buy
51,950
+1,118
+2% +$165K 2.64% 8
2022
Q4 		$6.6M Sell
50,832
-16
-0% -$2.29K 2.21% 10
2022
Q3 		$7.03M Buy
50,848
+1,130
+2% +$177K 3.03% 5
2022
Q2 		$6.8M Buy
49,718
+488
+1% +$73.9K 3.11% 6
2022
Q1 		$8.6M Buy
49,230
+2,186
+5% +$368K 3.57% 6
2021
Q4 		$8.35M Sell
47,044
-4,137
-8% -$654K 3.79% 6
2021
Q3 		$7.24M Buy
51,181
+606
+1% +$89.2K 3.97% 5
2021
Q2 		$6.93M Buy
50,575
+1,090
+2% +$141K 3.98% 5
2021
Q1 		$6.04M Buy
49,485
+1,551
+3% +$199K 3.97% 5
2020
Q4 		$6.36M Buy
+47,934
New +$5.77M 4.51% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Levy Wealth Management Group's AAPL Position: Q2 2024 in Review

Levy Wealth Management Group reduced its Apple (AAPL) stake by 4.4% in Q2 2024, selling an estimated $404K and leaving 46,671 shares worth $9.83M. The position accounts for 2.52% of the portfolio, ranked #8.

Levy Wealth Management Group first reported a position in AAPL in Q4 2020 and has held it in 15 quarters since. The position peaked at $9.95M in Q2 2023. 5,125 funds tracked by Wall St. Rank hold AAPL as of Q2 2024.

  • Levy Wealth Management Group held 46,671 shares of Apple worth $9.83M as of Q2 2024.
  • Levy Wealth Management Group sold 2,166 Apple shares in Q2 2024, an estimated $404K.
  • Apple made up 2.52% of Levy Wealth Management Group's portfolio in Q2 2024, its #8 holding.
  • Levy Wealth Management Group first reported a position in Apple in Q4 2020 and has held it in 15 quarters since.
  • Levy Wealth Management Group's Apple position peaked at $9.95M in Q2 2023.
  • 5,125 funds tracked by Wall St. Rank held Apple as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.