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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
Q2 		$5.68M Sell
19,617
-127
-0.6% -$36.3K 1.45% 32
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 $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 CG's AAPL Position: Q2 2026 in Review

Legacy CG reduced its Apple (AAPL) stake by 0.64% in Q2 2026, selling an estimated $36.3K and leaving 19,617 shares worth $5.68M. The position accounts for 1.45% of the portfolio, ranked #32.

Legacy CG first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,118 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy CG held 19,617 shares of Apple worth $5.68M as of Q2 2026.
  • Legacy CG sold 127 Apple shares in Q2 2026, an estimated $36.3K.
  • Apple made up 1.45% of Legacy CG's portfolio in Q2 2026, its #32 holding.
  • Legacy CG first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
  • 6,118 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.