Charis Legacy Partners
AAPL icon

Charis Legacy Partners’s Apple AAPL Stock Holding History

Charis Legacy Partners’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 		$1.04M Sell
3,120
-511
-14% -$164K 1.28% 15
2026
Q2 		$1.05M Sell
3,631
-110
-3% -$31.5K 1.29% 15
2026
Q1 		$949K Sell
3,741
-113
-3% -$29.4K 1.39% 15
2025
Q4 		$1.05M Sell
3,854
-932
-19% -$250K 1.55% 14
2025
Q3 		$1.22M Sell
4,786
-134
-3% -$30.3K 1.82% 13
2025
Q2 		$1.01M Hold
4,920
– – 1.66% 13
2025
Q1 		$1.09M Buy
4,920
+825
+20% +$191K 2.07% 12
2024
Q4 		$1.03M Buy
+4,095
New +$965K 2.09% 12

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Charis Legacy Partners's AAPL Position: Q3 2026 in Review

Charis Legacy Partners reduced its Apple (AAPL) stake by 14% in Q3 2026, selling an estimated $164K and leaving 3,120 shares worth $1.04M. The position accounts for 1.28% of the portfolio, ranked #15.

Charis Legacy Partners first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q3 2025. 3,899 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Charis Legacy Partners held 3,120 shares of Apple worth $1.04M as of Q3 2026.
  • Charis Legacy Partners sold 511 Apple shares in Q3 2026, an estimated $164K.
  • Apple made up 1.28% of Charis Legacy Partners's portfolio in Q3 2026, its #15 holding.
  • Charis Legacy Partners first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Charis Legacy Partners's Apple position peaked at $1.22M in Q3 2025.
  • 3,899 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Charis Legacy Partners's 13F filing for Q3 2026, filed 22 Oct 2026.