LCWM
AAPL icon

Legacy Capital Wealth Management’s Apple AAPL Stock Holding History

Legacy Capital Wealth Management’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 		$5.32M Sell
18,390
-38
-0.2% -$10.9K 2.44% 10
2026
Q1 		$4.68M Buy
18,428
+4,578
+33% +$1.19M 2.69% 9
2025
Q4 		$3.77M Buy
+13,850
New +$3.72M 2.28% 12
2024
Q4 		$3.52M Buy
+14,072
New +$3.32M 3.5% 6

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 Wealth Management's AAPL Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Apple (AAPL) stake by 0.21% in Q2 2026, selling an estimated $10.9K and leaving 18,390 shares worth $5.32M. The position accounts for 2.44% of the portfolio, ranked #10.

Legacy Capital Wealth Management first reported a position in AAPL in Q4 2024 and has held it in 4 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Capital Wealth Management held 18,390 shares of Apple worth $5.32M as of Q2 2026.
  • Legacy Capital Wealth Management sold 38 Apple shares in Q2 2026, an estimated $10.9K.
  • Apple made up 2.44% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Legacy Capital Wealth Management first reported a position in Apple in Q4 2024 and has held it in 4 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.