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Next Level Wealth Planning’s Apple AAPL Stock Holding History

Next Level Wealth Planning’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 		$2.44M Buy
9,615
+312
+3% +$81.2K 1.25% 10
2025
Q4 		$2.53M Sell
9,303
-18
-0.2% -$4.83K 1.35% 9
2025
Q3 		$2.37M Buy
9,321
+595
+7% +$134K 1.34% 9
2025
Q2 		$1.79M Buy
8,726
+229
+3% +$46.2K 1.15% 9
2025
Q1 		$1.89M Sell
8,497
-100
-1% -$23.2K 1.43% 9
2024
Q4 		$2.15M Buy
+8,597
New +$2.03M 1.69% 9

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

Next Level Wealth Planning's AAPL Position: Q1 2026 in Review

Next Level Wealth Planning increased its Apple (AAPL) stake by 3.4% in Q1 2026, buying an estimated $81.2K and bringing the position to 9,615 shares worth $2.44M. The position accounts for 1.25% of the portfolio, ranked #10.

Next Level Wealth Planning first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.53M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Next Level Wealth Planning held 9,615 shares of Apple worth $2.44M as of Q1 2026.
  • Next Level Wealth Planning bought 312 Apple shares in Q1 2026, an estimated $81.2K.
  • Apple made up 1.25% of Next Level Wealth Planning's portfolio in Q1 2026, its #10 holding.
  • Next Level Wealth Planning first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Apple position peaked at $2.53M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.