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Legacy CG’s Apple AAPL Stock Holding History

Legacy CG’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
Q1 		$5.01M Buy
19,744
+37
+0.2% +$9.63K 1.39% 30
2025
Q4 		$5.36M Sell
19,707
-2,067
-9% -$555K 1.5% 30
2025
Q3 		$5.54M Sell
21,774
-111
-0.5% -$25.1K 1.56% 29
2025
Q2 		$4.49M Sell
21,885
-232
-1% -$46.9K 1.34% 30
2025
Q1 		$4.91M Buy
22,117
+400
+2% +$92.7K 1.59% 29
2024
Q4 		$5.44M Sell
21,717
-1,614
-7% -$380K 1.67% 24
2024
Q3 		$5.44M Sell
23,331
-1,860
-7% -$415K 1.78% 24
2024
Q2 		$5.31M Buy
25,191
+1,670
+7% +$311K 1.81% 24
2024
Q1 		$4.03M Buy
23,521
+4,154
+21% +$755K 1.46% 34
2023
Q4 		$3.73M Sell
19,367
-1,613
-8% -$298K 1.42% 32
2023
Q3 		$3.59M Sell
20,980
-3,650
-15% -$669K 1.67% 28
2023
Q2 		$4.78M Buy
24,630
+1,852
+8% +$323K 2.2% 13
2023
Q1 		$3.76M Buy
22,778
+344
+2% +$50.8K 1.9% 15
2022
Q4 		$2.91M Buy
22,434
+785
+4% +$112K 1.71% 26
2022
Q3 		$2.99M Buy
21,649
+235
+1% +$36.9K 1.97% 17
2022
Q2 		$2.93M Buy
21,414
+172
+0.8% +$26K 2.02% 18
2022
Q1 		$3.71M Buy
21,242
+359
+2% +$60.4K 2.41% 13
2021
Q4 		$3.71M Buy
+20,883
New +$3.3M 2.23% 14

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy CG's AAPL Position: Q1 2026 in Review

Legacy CG increased its Apple (AAPL) stake by 0.19% in Q1 2026, buying an estimated $9.63K and bringing the position to 19,744 shares worth $5.01M. The position accounts for 1.39% of the portfolio, ranked #30.

Legacy CG first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.54M in Q3 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Legacy CG held 19,744 shares of Apple worth $5.01M as of Q1 2026.
  • Legacy CG bought 37 Apple shares in Q1 2026, an estimated $9.63K.
  • Apple made up 1.39% of Legacy CG's portfolio in Q1 2026, its #30 holding.
  • Legacy CG first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • Legacy CG's Apple position peaked at $5.54M in Q3 2025.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.