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MB, Levis & Associates’s Apple AAPL Stock Holding History

MB, Levis & Associates’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 		$5.57M Sell
16,739
-83
-0.5% -$26.7K 2.04% 14
2026
Q2 		$4.87M Buy
16,822
+17
+0.1% +$4.86K 1.79% 15
2026
Q1 		$4.27M Sell
16,805
-29
-0.2% -$7.55K 1.78% 14
2025
Q4 		$4.58M Sell
16,834
-254
-1% -$68.2K 1.93% 13
2025
Q3 		$4.35M Sell
17,088
-2,821
-14% -$637K 1.88% 13
2025
Q2 		$4.08M Sell
19,909
-82
-0.4% -$16.6K 1.79% 14
2025
Q1 		$4.44M Sell
19,991
-72
-0.4% -$16.7K 2.06% 12
2024
Q4 		$5.02M Sell
20,063
-498
-2% -$117K 2.52% 11
2024
Q3 		$4.79M Sell
20,561
-242
-1% -$54K 2.36% 12
2024
Q2 		$4.38M Sell
20,803
-70
-0.3% -$13.1K 2.3% 12
2024
Q1 		$3.58M Sell
20,873
-266
-1% -$48.4K 1.92% 12
2023
Q4 		$4.07M Sell
21,139
-537
-2% -$99.2K 2.33% 12
2023
Q3 		$3.71M Sell
21,676
-22
-0.1% -$4.03K 2.41% 11
2023
Q2 		$4.21M Sell
21,698
-336
-2% -$58.5K 2.7% 10
2023
Q1 		$3.63M Sell
22,034
-69
-0.3% -$10.2K 2.53% 10
2022
Q4 		$2.87M Buy
+22,103
New +$3.16M 2.25% 8

Other funds holding AAPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MB, Levis & Associates's AAPL Position: Q3 2026 in Review

MB, Levis & Associates reduced its Apple (AAPL) stake by 0.49% in Q3 2026, selling an estimated $26.7K and leaving 16,739 shares worth $5.57M. The position accounts for 2.04% of the portfolio, ranked #14.

MB, Levis & Associates first reported a position in AAPL in Q4 2022 and has held it in 16 quarters since. 1,372 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • MB, Levis & Associates held 16,739 shares of Apple worth $5.57M as of Q3 2026.
  • MB, Levis & Associates sold 83 Apple shares in Q3 2026, an estimated $26.7K.
  • Apple made up 2.04% of MB, Levis & Associates's portfolio in Q3 2026, its #14 holding.
  • MB, Levis & Associates first reported a position in Apple in Q4 2022 and has held it in 16 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.