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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MB, Levis & Associates's AAPL Position: Q2 2026 in Review

MB, Levis & Associates increased its Apple (AAPL) stake by 0.1% in Q2 2026, buying an estimated $4.86K and bringing the position to 16,822 shares worth $4.87M. The position accounts for 1.79% of the portfolio, ranked #15.

MB, Levis & Associates first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.02M in Q4 2024. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • MB, Levis & Associates held 16,822 shares of Apple worth $4.87M as of Q2 2026.
  • MB, Levis & Associates bought 17 Apple shares in Q2 2026, an estimated $4.86K.
  • Apple made up 1.79% of MB, Levis & Associates's portfolio in Q2 2026, its #15 holding.
  • MB, Levis & Associates first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Apple position peaked at $5.02M in Q4 2024.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.