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Legacy Capital Wealth Partners’s Apple AAPL Stock Holding History

Legacy Capital Wealth Partners’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 		$7.39M Buy
25,540
+397
+2% +$114K 1.42% 11
2026
Q1 		$6.38M Buy
25,143
+652
+3% +$170K 1.31% 14
2025
Q4 		$6.66M Buy
24,491
+281
+1% +$75.4K 1.43% 13
2025
Q3 		$6.16M Sell
24,210
-994
-4% -$225K 1.34% 15
2025
Q2 		$5.17M Buy
25,204
+719
+3% +$145K 1.18% 16
2025
Q1 		$5.44M Buy
24,485
+629
+3% +$146K 1.34% 13
2024
Q4 		$5.97M Sell
23,856
-2,490
-9% -$587K 1.48% 13
2024
Q3 		$6.14M Buy
26,346
+453
+2% +$101K 1.23% 16
2024
Q2 		$5.45M Buy
25,893
+16,971
+190% +$3.16M 1.39% 15
2024
Q1 		$1.47M Sell
8,922
-15,335
-63% -$2.79M 1.05% 35
2023
Q4 		$4.67M Buy
24,257
+136
+0.6% +$25.1K 1.32% 17
2023
Q3 		$4.13M Buy
+24,121
New +$4.42M 1.13% 17
2023
Q2 		– Sell
-20,447
Closed -$3.37M – 41
2023
Q1 		$3.37M Buy
+20,447
New +$3.02M 0.92% 25
2022
Q4 		– Sell
-1,648
Closed -$228K – 59
2022
Q3 		$228K Buy
1,648
+2
+0.1% +$314 0.12% 49
2022
Q2 		$225K Buy
1,646
+2
+0.1% +$303 0.11% 50
2022
Q1 		$287K Buy
1,644
+2
+0.1% +$336 0.12% 49
2021
Q4 		$291K Buy
1,642
+17
+1% +$2.69K 0.12% 40
2021
Q3 		$230K Sell
1,625
-3
-0.2% -$442 0.09% 41
2021
Q2 		$223K Buy
+1,628
New +$211K 0.12% 23
2021
Q1 		– Sell
-3,280
Closed -$435K – 84
2020
Q4 		$435K Buy
+3,280
New +$395K 0.19% 48

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 Partners's AAPL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Apple (AAPL) stake by 1.6% in Q2 2026, buying an estimated $114K and bringing the position to 25,540 shares worth $7.39M. The position accounts for 1.42% of the portfolio, ranked #11.

Legacy Capital Wealth Partners first reported a position in AAPL in Q4 2020 and has held it in 20 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Capital Wealth Partners held 25,540 shares of Apple worth $7.39M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 397 Apple shares in Q2 2026, an estimated $114K.
  • Apple made up 1.42% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Legacy Capital Wealth Partners first reported a position in Apple in Q4 2020 and has held it in 20 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.