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Atlas Legacy Advisors’s Apple AAPL Stock Holding History

Atlas Legacy Advisors’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 		$12.4M Sell
48,795
-12,629
-21% -$3.29M 2.26% 9
2025
Q4 		$16.4M Buy
61,424
+4,533
+8% +$1.22M 2.87% 6
2025
Q3 		$14.5M Buy
56,891
+15,585
+38% +$3.52M 2.79% 6
2025
Q2 		$8.47M Buy
41,306
+6,580
+19% +$1.33M 1.87% 14
2025
Q1 		$7.71M Sell
34,726
-3,718
-10% -$861K 1.96% 12
2024
Q4 		$9.63M Buy
+38,444
New +$9.06M 2.33% 13

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

Atlas Legacy Advisors's AAPL Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Apple (AAPL) stake by 21% in Q1 2026, selling an estimated $3.29M and leaving 48,795 shares worth $12.4M. The position accounts for 2.26% of the portfolio, ranked #9.

Atlas Legacy Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.4M in Q4 2025. 6,070 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Atlas Legacy Advisors held 48,795 shares of Apple worth $12.4M as of Q1 2026.
  • Atlas Legacy Advisors sold 12,629 Apple shares in Q1 2026, an estimated $3.29M.
  • Apple made up 2.26% of Atlas Legacy Advisors's portfolio in Q1 2026, its #9 holding.
  • Atlas Legacy Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Apple position peaked at $16.4M in Q4 2025.
  • 6,070 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.