Legacy Edge Advisors
AAPL icon

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
Q3 		$14.6M Buy
43,775
+424
+1% +$136K 1.29% 26
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Edge Advisors's AAPL Position: Q3 2026 in Review

Legacy Edge Advisors increased its Apple (AAPL) stake by 0.98% in Q3 2026, buying an estimated $136K and bringing the position to 43,775 shares worth $14.6M. The position accounts for 1.29% of the portfolio, ranked #26.

Legacy Edge Advisors first reported a position in AAPL in Q4 2023 and has held it in 12 quarters since. 5,031 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Legacy Edge Advisors held 43,775 shares of Apple worth $14.6M as of Q3 2026.
  • Legacy Edge Advisors bought 424 Apple shares in Q3 2026, an estimated $136K.
  • Apple made up 1.29% of Legacy Edge Advisors's portfolio in Q3 2026, its #26 holding.
  • Legacy Edge Advisors first reported a position in Apple in Q4 2023 and has held it in 12 quarters since.
  • 5,031 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.