Legacy Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.5M | Sell |
84,578
-1,455
| -2% | -$379K | 3% | 4 |
|
|
2025
Q4 | $23.4M | Buy |
86,033
+4,657
| +6% | +$1.25M | 3.24% | 4 |
|
|
2025
Q3 | $20.7M | Buy |
81,376
+4,588
| +6% | +$1.04M | 2.85% | 6 |
|
|
2025
Q2 | $15.8M | Sell |
76,788
-5,755
| -7% | -$1.16M | 2.46% | 10 |
|
|
2025
Q1 | $18.3M | Buy |
82,543
+2,361
| +3% | +$547K | 3.07% | 5 |
|
|
2024
Q4 | $20.1M | Buy |
80,182
+1,130
| +1% | +$266K | 3.32% | 4 |
|
|
2024
Q3 | $18.4M | Buy |
79,052
+3,389
| +4% | +$757K | 3.09% | 5 |
|
|
2024
Q2 | $15.9M | Buy |
75,663
+1,929
| +3% | +$360K | 2.84% | 8 |
|
|
2024
Q1 | $12.6M | Sell |
73,734
-1,473
| -2% | -$268K | 2.27% | 11 |
|
|
2023
Q4 | $14.5M | Buy |
75,207
+5,205
| +7% | +$961K | 2.78% | 9 |
|
|
2023
Q3 | $12M | Buy |
70,002
+1,346
| +2% | +$247K | 2.4% | 10 |
|
|
2023
Q2 | $13.3M | Buy |
68,656
+3,346
| +5% | +$583K | 2.49% | 11 |
|
|
2023
Q1 | $10.8M | Buy |
65,310
+6,264
| +11% | +$924K | 2.2% | 12 |
|
|
2022
Q4 | $7.67M | Sell |
59,046
-3,811
| -6% | -$545K | 1.65% | 12 |
|
|
2022
Q3 | $8.69M | Buy |
62,857
+3,712
| +6% | +$583K | 2.08% | 11 |
|
|
2022
Q2 | $8.09M | Sell |
59,145
-2,611
| -4% | -$395K | 2.01% | 10 |
|
|
2022
Q1 | $10.8M | Sell |
61,756
-1,778
| -3% | -$299K | 2.43% | 9 |
|
|
2021
Q4 | $11.3M | Buy |
63,534
+2,010
| +3% | +$318K | 2.59% | 9 |
|
|
2021
Q3 | $8.71M | Buy |
61,524
+3,935
| +7% | +$579K | 2.13% | 8 |
|
|
2021
Q2 | $7.89M | Buy |
57,589
+3,650
| +7% | +$473K | 2% | 9 |
|
|
2021
Q1 | $6.59M | Buy |
53,939
+930
| +2% | +$119K | 1.81% | 9 |
|
|
2020
Q4 | $7.04M | Buy |
53,009
+339
| +0.6% | +$40.8K | 1.99% | 9 |
|
|
2020
Q3 | $6.1M | Buy |
52,670
+1,370
| +3% | +$149K | 1.86% | 10 |
|
|
2020
Q2 | $4.68M | Sell |
51,300
-60
| -0.1% | -$4.65K | 1.68% | 11 |
|
|
2020
Q1 | $3.77M | Buy |
51,360
+476
| +0.9% | +$35K | 1.4% | 11 |
|
|
2019
Q4 | $3.74M | Sell |
50,884
-612
| -1% | -$39.4K | 1.18% | 8 |
|
|
2019
Q3 | $2.88M | Buy |
51,496
+872
| +2% | +$45.6K | 0.96% | 9 |
|
|
2019
Q2 | $2.5M | Buy |
50,624
+1,120
| +2% | +$54.6K | 0.89% | 10 |
|
|
2019
Q1 | $2.35M | Buy |
49,504
+8,012
| +19% | +$340K | 0.8% | 11 |
|
|
2018
Q4 | $1.64M | Sell |
41,492
-1,284
| -3% | -$62.2K | 0.63% | 16 |
|
|
2018
Q3 | $2.41M | Buy |
42,776
+552
| +1% | +$28.7K | 0.87% | 13 |
|
|
2018
Q2 | $2.02M | Buy |
42,224
+724
| +2% | +$32.8K | 0.77% | 15 |
|
|
2018
Q1 | $1.8M | Buy |
41,500
+752
| +2% | +$32.4K | 0.71% | 15 |
|
|
2017
Q4 | $1.72M | Buy |
+40,748
| New | +$1.7M | 0.71% | 15 |
|
Other funds holding AAPL
VCM
VPM
Legacy Financial Advisors's AAPL Position: Q1 2026 in Review
Legacy Financial Advisors reduced its Apple (AAPL) stake by 1.7% in Q1 2026, selling an estimated $379K and leaving 84,578 shares worth $21.5M. The position accounts for 3% of the portfolio, ranked #4.
Legacy Financial Advisors first reported a position in AAPL in Q4 2017 and has held it in 34 quarters since. The position peaked at $23.4M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Legacy Financial Advisors held 84,578 shares of Apple worth $21.5M as of Q1 2026.
- Legacy Financial Advisors sold 1,455 Apple shares in Q1 2026, an estimated $379K.
- Apple made up 3% of Legacy Financial Advisors's portfolio in Q1 2026, its #4 holding.
- Legacy Financial Advisors first reported a position in Apple in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's Apple position peaked at $23.4M in Q4 2025.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.