Legacy Advisory Services’s Apple AAPL Stock Holding History

Legacy Advisory Services’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	$531K	Sell	1,833 -31	-2%	-$8.87K	0.37%	28
2026 Q1	$473K	Buy	+1,864	New	+$485K	0.36%	28
2025 Q2	–	Sell	-2,489	Closed	-$553K	–	46
2025 Q1	$553K	Sell	2,489 -1,567	-39%	-$363K	0.47%	22
2024 Q4	$1.02M	Sell	4,056 -453	-10%	-$107K	0.87%	21
2024 Q3	$1.05M	Sell	4,509 -281	-6%	-$62.8K	0.9%	19
2024 Q2	$1.01M	Sell	4,790 -2,896	-38%	-$540K	0.92%	19
2024 Q1	$1.32M	Sell	7,686 -1,016	-12%	-$185K	1.25%	18
2023 Q4	$1.68M	Buy	+8,702	New	+$1.61M	1.77%	15

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Legacy Advisory Services's AAPL Position: Q2 2026 in Review

Legacy Advisory Services reduced its Apple (AAPL) stake by 1.7% in Q2 2026, selling an estimated $8.87K and leaving 1,833 shares worth $531K. The position accounts for 0.37% of the portfolio, ranked #28.

Legacy Advisory Services first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2023. 2,165 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Legacy Advisory Services held 1,833 shares of Apple worth $531K as of Q2 2026.
Legacy Advisory Services sold 31 Apple shares in Q2 2026, an estimated $8.87K.
Apple made up 0.37% of Legacy Advisory Services's portfolio in Q2 2026, its #28 holding.
Legacy Advisory Services first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
Legacy Advisory Services's Apple position peaked at $1.68M in Q4 2023.
2,165 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.