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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Charis Legacy Partners's AAPL Position: Q2 2026 in Review

Charis Legacy Partners reduced its Apple (AAPL) stake by 2.9% in Q2 2026, selling an estimated $31.5K and leaving 3,631 shares worth $1.05M. The position accounts for 1.29% of the portfolio, ranked #15.

Charis Legacy Partners first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q3 2025. 2,778 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Charis Legacy Partners held 3,631 shares of Apple worth $1.05M as of Q2 2026.
  • Charis Legacy Partners sold 110 Apple shares in Q2 2026, an estimated $31.5K.
  • Apple made up 1.29% of Charis Legacy Partners's portfolio in Q2 2026, its #15 holding.
  • Charis Legacy Partners first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • Charis Legacy Partners's Apple position peaked at $1.22M in Q3 2025.
  • 2,778 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.