Legacy Bridge’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.37M | Buy |
9,354
+101
| +1% | +$26.3K | 0.91% | 25 |
|
|
2025
Q4 | $2.52M | Buy |
9,253
+1,171
| +14% | +$314K | 1.02% | 24 |
|
|
2025
Q3 | $2.06M | Sell |
8,082
-10
| -0.1% | -$2.26K | 0.86% | 31 |
|
|
2025
Q2 | $1.66M | Sell |
8,092
-544
| -6% | -$110K | 0.79% | 39 |
|
|
2025
Q1 | $1.92M | Sell |
8,636
-298
| -3% | -$69K | 1.07% | 22 |
|
|
2024
Q4 | $2.24M | Hold |
8,934
| – | – | 1.17% | 18 |
|
|
2024
Q3 | $2.08M | Buy |
8,934
+18
| +0.2% | +$4.02K | 1.12% | 21 |
|
|
2024
Q2 | $1.88M | Sell |
8,916
-438
| -5% | -$81.7K | 1.11% | 23 |
|
|
2024
Q1 | $1.6M | Sell |
9,354
-2,149
| -19% | -$391K | 0.94% | 34 |
|
|
2023
Q4 | $2.21M | Sell |
11,503
-275
| -2% | -$50.8K | 1.44% | 8 |
|
|
2023
Q3 | $2.02M | Buy |
11,778
+28
| +0.2% | +$5.13K | 1.44% | 9 |
|
|
2023
Q2 | $2.28M | Sell |
11,750
-2,590
| -18% | -$451K | 1.52% | 7 |
|
|
2023
Q1 | $2.36M | Sell |
14,340
-1,664
| -10% | -$246K | 1.65% | 3 |
|
|
2022
Q4 | $2.08M | Buy |
16,004
+1,916
| +14% | +$274K | 1.48% | 4 |
|
|
2022
Q3 | $1.95M | Sell |
14,088
-3,750
| -21% | -$589K | 1.55% | 5 |
|
|
2022
Q2 | $2.44M | Sell |
17,838
-2,310
| -11% | -$350K | 1.8% | 2 |
|
|
2022
Q1 | $3.52M | Sell |
20,148
-1,100
| -5% | -$185K | 2.06% | 2 |
|
|
2021
Q4 | $3.77M | Sell |
21,248
-27
| -0.1% | -$4.27K | 1.97% | 2 |
|
|
2021
Q3 | $3.01M | Buy |
21,275
+200
| +0.9% | +$29.4K | 1.74% | 3 |
|
|
2021
Q2 | $2.89M | Sell |
21,075
-850
| -4% | -$110K | 1.63% | 3 |
|
|
2021
Q1 | $2.68M | Buy |
21,925
+976
| +5% | +$125K | 1.73% | 4 |
|
|
2020
Q4 | $2.78M | Buy |
20,949
+1,095
| +6% | +$132K | 2.02% | 4 |
|
|
2020
Q3 | $2.3M | Buy |
19,854
+122
| +0.6% | +$13.3K | 2.1% | 4 |
|
|
2020
Q2 | $1.8M | Sell |
19,732
-1,276
| -6% | -$98.9K | 1.98% | 3 |
|
|
2020
Q1 | $1.34M | Sell |
21,008
-3,808
| -15% | -$280K | 1.68% | 4 |
|
|
2019
Q4 | $1.82M | Sell |
24,816
-1,280
| -5% | -$82.3K | 1.51% | 4 |
|
|
2019
Q3 | $1.46M | Sell |
26,096
-1,164
| -4% | -$60.9K | 1.39% | 9 |
|
|
2019
Q2 | $1.35M | Buy |
27,260
+800
| +3% | +$39K | 1.3% | 9 |
|
|
2019
Q1 | $1.26M | Sell |
26,460
-268
| -1% | -$11.4K | 1.3% | 8 |
|
|
2018
Q4 | $1.05M | Buy |
+26,728
| New | +$1.3M | 1.3% | 8 |
|
Other funds holding AAPL
VCM
VPM
Legacy Bridge's AAPL Position: Q1 2026 in Review
Legacy Bridge increased its Apple (AAPL) stake by 1.1% in Q1 2026, buying an estimated $26.3K and bringing the position to 9,354 shares worth $2.37M. The position accounts for 0.91% of the portfolio, ranked #25.
Legacy Bridge first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.77M in Q4 2021. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Legacy Bridge held 9,354 shares of Apple worth $2.37M as of Q1 2026.
- Legacy Bridge bought 101 Apple shares in Q1 2026, an estimated $26.3K.
- Apple made up 0.91% of Legacy Bridge's portfolio in Q1 2026, its #25 holding.
- Legacy Bridge first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
- Legacy Bridge's Apple position peaked at $3.77M in Q4 2021.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.