Legacy Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.3M | Buy |
149,777
+27,782
| +23% | +$7.95M | 4.05% | 5 |
|
|
2026
Q1 | $31M | Sell |
121,995
-4,606
| -4% | -$1.2M | 3.65% | 5 |
|
|
2025
Q4 | $34.4M | Buy |
126,601
+9,342
| +8% | +$2.51M | 3.7% | 4 |
|
|
2025
Q3 | $29.9M | Buy |
117,259
+92,947
| +382% | +$21M | 3.69% | 5 |
|
|
2025
Q2 | $118K | Sell |
24,312
-164,113
| -87% | -$33.1M | 1.87% | 9 |
|
|
2025
Q1 | $41.9M | Buy |
188,425
+16,014
| +9% | +$3.71M | 4.31% | 4 |
|
|
2024
Q4 | $43.2M | Buy |
172,411
+24,470
| +17% | +$5.77M | 4.19% | 4 |
|
|
2024
Q3 | $34.5M | Buy |
147,941
+1,281
| +0.9% | +$286K | 3.73% | 3 |
|
|
2024
Q2 | $30.9M | Buy |
146,660
+18,808
| +15% | +$3.51M | 3.75% | 3 |
|
|
2024
Q1 | $21.9M | Sell |
127,852
-1,945
| -1% | -$354K | 2.77% | 5 |
|
|
2023
Q4 | $25M | Buy |
129,797
+11,674
| +10% | +$2.16M | 3.22% | 3 |
|
|
2023
Q3 | $20.2M | Buy |
118,123
+8,712
| +8% | +$1.6M | 3.26% | 2 |
|
|
2023
Q2 | $21.2M | Buy |
109,411
+19,909
| +22% | +$3.47M | 3.15% | 2 |
|
|
2023
Q1 | $14.8M | Buy |
89,502
+6,699
| +8% | +$988K | 2.72% | 3 |
|
|
2022
Q4 | $10.8M | Buy |
82,803
+8,108
| +11% | +$1.16M | 1.97% | 4 |
|
|
2022
Q3 | $10.3M | Sell |
74,695
-771
| -1% | -$121K | 2.28% | 3 |
|
|
2022
Q2 | $10.3M | Sell |
75,466
-210
| -0.3% | -$31.8K | 2.17% | 5 |
|
|
2022
Q1 | $13.2M | Buy |
75,676
+21,175
| +39% | +$3.56M | 2.57% | 5 |
|
|
2021
Q4 | $9.68M | Sell |
54,501
-540
| -1% | -$85.3K | 3.55% | 7 |
|
|
2021
Q3 | $7.79M | Buy |
55,041
+170
| +0.3% | +$25K | 3.11% | 8 |
|
|
2021
Q2 | $7.51M | Sell |
54,871
-296
| -0.5% | -$38.4K | 3.05% | 8 |
|
|
2021
Q1 | $6.74M | Buy |
55,167
+3,174
| +6% | +$407K | 2.98% | 8 |
|
|
2020
Q4 | $6.9M | Sell |
51,993
-1,591
| -3% | -$191K | 3.92% | 6 |
|
|
2020
Q3 | $6.21M | Buy |
53,584
+600
| +1% | +$65.5K | 4.1% | 4 |
|
|
2020
Q2 | $4.83M | Sell |
52,984
-9,996
| -16% | -$775K | 3.84% | 5 |
|
|
2020
Q1 | $4M | Sell |
62,980
-10,748
| -15% | -$790K | 4.01% | 5 |
|
|
2019
Q4 | $5.41M | Buy |
73,728
+5,756
| +8% | +$370K | 3.43% | 5 |
|
|
2019
Q3 | $3.81M | Sell |
67,972
-676
| -1% | -$35.3K | 2.85% | 7 |
|
|
2019
Q2 | $3.4M | Sell |
68,648
-68,608
| -50% | -$3.34M | 2.3% | 8 |
|
|
2019
Q1 | $6.52M | Buy |
137,256
+71,208
| +108% | +$3.02M | 2.12% | 11 |
|
|
2018
Q4 | $2.6M | Buy |
66,048
+24,900
| +61% | +$1.21M | 1.98% | 12 |
|
|
2018
Q3 | $2.32M | Buy |
41,148
+12,704
| +45% | +$662K | 1.14% | 18 |
|
|
2018
Q2 | $1.32M | Buy |
28,444
+476
| +2% | +$21.6K | 0.98% | 28 |
|
|
2018
Q1 | $1.22M | Buy |
27,968
+1,436
| +5% | +$61.8K | 0.9% | 31 |
|
|
2017
Q4 | $1.12M | Sell |
26,532
-280
| -1% | -$11.7K | 1.09% | 23 |
|
|
2017
Q3 | $1.03M | Buy |
26,812
+6,656
| +33% | +$258K | 1.15% | 21 |
|
|
2017
Q2 | $725K | Hold |
20,156
| – | – | 0.93% | 23 |
|
|
2017
Q1 | $723K | Sell |
20,156
-200
| -1% | -$6.59K | 0.98% | 20 |
|
|
2016
Q4 | $589K | Buy |
+20,356
| New | +$577K | 0.8% | 20 |
|
Other funds holding AAPL
CRM
CNB
Legacy Advisors's AAPL Position: Q2 2026 in Review
Legacy Advisors increased its Apple (AAPL) stake by 23% in Q2 2026, buying an estimated $7.95M and bringing the position to 149,777 shares worth $43.3M. The position accounts for 4.05% of the portfolio, ranked #5.
Legacy Advisors first reported a position in AAPL in Q4 2016 and has held it in 39 quarters since. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Legacy Advisors held 149,777 shares of Apple worth $43.3M as of Q2 2026.
- Legacy Advisors bought 27,782 Apple shares in Q2 2026, an estimated $7.95M.
- Apple made up 4.05% of Legacy Advisors's portfolio in Q2 2026, its #5 holding.
- Legacy Advisors first reported a position in Apple in Q4 2016 and has held it in 39 quarters since.
- 2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.