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Family Legacy Financial Solutions’s Apple AAPL Stock Holding History

Family Legacy Financial Solutions’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 		$493K Sell
1,703
-33
-2% -$9.44K 0.3% 37
2026
Q1 		$444K Sell
1,736
-963
-36% -$251K 0.36% 35
2025
Q4 		$734K Sell
2,699
-214
-7% -$57.4K 0.57% 31
2025
Q3 		$742K Sell
2,913
-499
-15% -$113K 0.57% 32
2025
Q2 		$700K Buy
+3,412
New +$689K 0.59% 29

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Family Legacy Financial Solutions's AAPL Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Apple (AAPL) stake by 1.9% in Q2 2026, selling an estimated $9.44K and leaving 1,703 shares worth $493K. The position accounts for 0.3% of the portfolio, ranked #37.

Family Legacy Financial Solutions first reported a position in AAPL in Q2 2025 and has held it in 5 quarters since. The position peaked at $742K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Family Legacy Financial Solutions held 1,703 shares of Apple worth $493K as of Q2 2026.
  • Family Legacy Financial Solutions sold 33 Apple shares in Q2 2026, an estimated $9.44K.
  • Apple made up 0.3% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #37 holding.
  • Family Legacy Financial Solutions first reported a position in Apple in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Apple position peaked at $742K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.