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Legacy Capital Group California’s Apple AAPL Stock Holding History

Legacy Capital Group California’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 		$33.6M Sell
115,979
-391
-0.3% -$112K 10.12% 1
2026
Q1 		$29.5M Sell
116,370
-10,339
-8% -$2.69M 11.24% 1
2025
Q4 		$34.4M Sell
126,709
-984
-0.8% -$264K 8.35% 1
2025
Q3 		$32.5M Buy
127,693
+1,461
+1% +$330K 8.28% 1
2025
Q2 		$25.9M Sell
126,232
-2,536
-2% -$512K 7.18% 1
2025
Q1 		$28.6M Buy
128,768
+1,203
+0.9% +$279K 9.96% 1
2024
Q4 		$31.9M Sell
127,565
-1,052
-0.8% -$248K 9.74% 1
2024
Q3 		$30M Sell
128,617
-613
-0.5% -$137K 9.97% 1
2024
Q2 		$27.2M Sell
129,230
-441
-0.3% -$82.2K 9.81% 1
2024
Q1 		$22.2M Sell
129,671
-4,462
-3% -$811K 8.21% 1
2023
Q4 		$25.8M Buy
134,133
+35,326
+36% +$6.52M 9.98% 1
2023
Q3 		$16.9M Sell
98,807
-121
-0.1% -$22.2K 7.26% 1
2023
Q2 		$19.2M Buy
98,928
+5,693
+6% +$992K 7.9% 1
2023
Q1 		$15.4M Buy
+93,235
New +$13.8M 7.51% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Group California's AAPL Position: Q2 2026 in Review

Legacy Capital Group California reduced its Apple (AAPL) stake by 0.34% in Q2 2026, selling an estimated $112K and leaving 115,979 shares worth $33.6M. The position accounts for 10.12% of the portfolio, ranked #1.

Legacy Capital Group California first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.4M in Q4 2025. 6,089 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Capital Group California held 115,979 shares of Apple worth $33.6M as of Q2 2026.
  • Legacy Capital Group California sold 391 Apple shares in Q2 2026, an estimated $112K.
  • Apple made up 10.12% of Legacy Capital Group California's portfolio in Q2 2026, its #1 holding.
  • Legacy Capital Group California first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Apple position peaked at $34.4M in Q4 2025.
  • 6,089 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.