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Legacy Edge Advisors’s Apple AAPL Stock Holding History

Legacy Edge Advisors’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 		$7.72M Sell
37,642
-2,281
-6% -$652K 1.03% 26
2026
Q1 		$10.1M Sell
39,923
-964
-2% -$251K 1.07% 26
2025
Q4 		$11.1M Buy
+40,887
New +$11M 1.22% 24

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Edge Advisors's AAPL Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Apple (AAPL) stake by 5.7% in Q2 2026, selling an estimated $652K and leaving 37,642 shares worth $7.72M. The position accounts for 1.03% of the portfolio, ranked #26.

Legacy Edge Advisors first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q4 2025. 4,392 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Edge Advisors held 37,642 shares of Apple worth $7.72M as of Q2 2026.
  • Legacy Edge Advisors sold 2,281 Apple shares in Q2 2026, an estimated $652K.
  • Apple made up 1.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #26 holding.
  • Legacy Edge Advisors first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Apple position peaked at $11.1M in Q4 2025.
  • 4,392 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.