LEA
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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 		$12.5M Buy
43,351
+3,428
+9% +$981K 1.15% 25
2026
Q1 		$10.1M Sell
39,923
-964
-2% -$251K 1.07% 26
2025
Q4 		$11.1M Buy
40,887
+1,475
+4% +$396K 1.22% 24
2025
Q3 		$10M Buy
39,412
+1,770
+5% +$400K 1.18% 26
2025
Q2 		$7.72M Buy
37,642
+2,051
+6% +$414K 1.03% 26
2025
Q1 		$7.91M Buy
35,591
+504
+1% +$117K 1.23% 25
2024
Q4 		$8.85M Sell
35,087
-1,888
-5% -$445K 1.4% 26
2024
Q3 		$8.62M Buy
36,975
+3,481
+10% +$777K 1.38% 26
2024
Q2 		$7.05M Buy
33,494
+6,532
+24% +$1.22M 1.3% 25
2024
Q1 		$4.62M Buy
26,962
+1,810
+7% +$329K 0.96% 29
2023
Q4 		$4.84M Buy
+25,152
New +$4.64M 1.11% 26

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 $3.38T AUM 44.17% 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 Edge Advisors's AAPL Position: Q2 2026 in Review

Legacy Edge Advisors increased its Apple (AAPL) stake by 8.6% in Q2 2026, buying an estimated $981K and bringing the position to 43,351 shares worth $12.5M. The position accounts for 1.15% of the portfolio, ranked #25.

Legacy Edge Advisors first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Edge Advisors held 43,351 shares of Apple worth $12.5M as of Q2 2026.
  • Legacy Edge Advisors bought 3,428 Apple shares in Q2 2026, an estimated $981K.
  • Apple made up 1.15% of Legacy Edge Advisors's portfolio in Q2 2026, its #25 holding.
  • Legacy Edge Advisors first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,145 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.