Legacy Advisory Services
AAPL icon

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
Q3 		$805K Buy
2,416
+583
+32% +$187K 0.58% 40
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Legacy Advisory Services's AAPL Position: Q3 2026 in Review

Legacy Advisory Services increased its Apple (AAPL) stake by 32% in Q3 2026, buying an estimated $187K and bringing the position to 2,416 shares worth $805K. The position accounts for 0.58% of the portfolio, ranked #40.

Legacy Advisory Services first reported a position in AAPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.68M in Q4 2023. 2,134 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Legacy Advisory Services held 2,416 shares of Apple worth $805K as of Q3 2026.
  • Legacy Advisory Services bought 583 Apple shares in Q3 2026, an estimated $187K.
  • Apple made up 0.58% of Legacy Advisory Services's portfolio in Q3 2026, its #40 holding.
  • Legacy Advisory Services first reported a position in Apple in Q4 2023 and has held it in 9 quarters since.
  • Legacy Advisory Services's Apple position peaked at $1.68M in Q4 2023.
  • 2,134 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.