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Livelsberger Financial Advisory’s Apple AAPL Stock Holding History

Livelsberger Financial Advisory’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
2025
Q4 		– Sell
-1,736
Closed -$442K – 1
2025
Q3 		$442K Buy
1,736
+2
+0.1% +$452 16.47% 2
2025
Q2 		$356K Buy
1,734
+2
+0.1% +$404 6.89% 3
2025
Q1 		$385K Buy
1,732
+1
+0.1% +$232 18.38% 2
2024
Q4 		$433K Buy
1,731
+2
+0.1% +$471 20.3% 2
2024
Q3 		$403K Buy
1,729
+2
+0.1% +$447 8.45% 2
2024
Q2 		$364K Buy
1,727
+2
+0.1% +$373 5.43% 7
2024
Q1 		$322K Sell
1,725
-2,489
-59% -$453K 3.82% 8
2023
Q4 		$811K Buy
+4,214
New +$778K 0.73% 31

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Livelsberger Financial Advisory's AAPL Position: Q4 2025 in Review

Livelsberger Financial Advisory sold out of Apple (AAPL) in Q4 2025, closing a stake of 1,736 shares — an estimated $442K sold.

Livelsberger Financial Advisory first reported a position in AAPL in Q4 2023 and held it in 8 quarters. The position peaked at $811K in Q4 2023. 6,111 funds tracked by Wall St. Rank hold AAPL as of Q4 2025.

  • Livelsberger Financial Advisory reported no remaining Apple position as of Q4 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,736 Apple shares in Q4 2025, an estimated $442K.
  • Livelsberger Financial Advisory first reported a position in Apple in Q4 2023 and held it in 8 quarters.
  • Livelsberger Financial Advisory's Apple position peaked at $811K in Q4 2023.
  • 6,111 funds tracked by Wall St. Rank held Apple as of Q4 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q4 2025.