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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MB, Levis & Associates's AAPL Position: Q1 2026 in Review

MB, Levis & Associates reduced its Apple (AAPL) stake by 0.17% in Q1 2026, selling an estimated $7.55K and leaving 16,805 shares worth $4.27M. The position accounts for 1.78% of the portfolio, ranked #14.

MB, Levis & Associates first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.02M in Q4 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • MB, Levis & Associates held 16,805 shares of Apple worth $4.27M as of Q1 2026.
  • MB, Levis & Associates sold 29 Apple shares in Q1 2026, an estimated $7.55K.
  • Apple made up 1.78% of MB, Levis & Associates's portfolio in Q1 2026, its #14 holding.
  • MB, Levis & Associates first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • MB, Levis & Associates's Apple position peaked at $5.02M in Q4 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.