Legacy Financial Group (Iowa)
AAPL icon

Legacy Financial Group (Iowa)’s Apple AAPL Stock Holding History

Legacy Financial Group (Iowa)’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 		$3M Sell
10,365
-98
-0.9% -$28K 0.34% 49
2026
Q1 		$2.66M Sell
10,463
-17
-0.2% -$4.42K 0.33% 48
2025
Q4 		$2.9M Sell
10,480
-27
-0.3% -$7.25K 0.36% 47
2025
Q3 		$2.68M Buy
10,507
+215
+2% +$48.6K 0.35% 45
2025
Q2 		$2.11M Sell
10,292
-402
-4% -$81.2K 0.29% 44
2025
Q1 		$2.38M Sell
10,694
-475
-4% -$110K 0.37% 41
2024
Q4 		$2.8M Buy
11,169
+102
+0.9% +$24K 0.45% 37
2024
Q3 		$2.58M Buy
11,067
+237
+2% +$52.9K 0.5% 35
2024
Q2 		$2.28M Buy
10,830
+42
+0.4% +$7.83K 0.45% 40
2024
Q1 		$1.85M Buy
+10,788
New +$1.96M 0.37% 41
2023
Q4 		– Sell
-10,995
Closed -$1.88M – 30
2023
Q3 		$1.88M Buy
10,995
+46
+0.4% +$8.44K 0.44% 37
2023
Q2 		$2.12M Buy
10,949
+64
+0.6% +$11.2K 0.55% 30
2023
Q1 		$1.8M Buy
+10,885
New +$1.61M 0.49% 31
2021
Q4 		– Sell
-11,022
Closed -$1.56M – 35
2021
Q3 		$1.56M Sell
11,022
-635
-5% -$93.5K 0.47% 31
2021
Q2 		$1.6M Sell
11,657
-1,857
-14% -$241K 0.48% 33
2021
Q1 		$1.65M Buy
13,514
+1,024
+8% +$131K 0.57% 32
2020
Q4 		$1.66M Buy
+12,490
New +$1.5M 0.64% 32

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 Financial Group (Iowa)'s AAPL Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Apple (AAPL) stake by 0.94% in Q2 2026, selling an estimated $28K and leaving 10,365 shares worth $3M. The position accounts for 0.34% of the portfolio, ranked #49.

Legacy Financial Group (Iowa) first reported a position in AAPL in Q4 2020 and has held it in 17 quarters since. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Financial Group (Iowa) held 10,365 shares of Apple worth $3M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 98 Apple shares in Q2 2026, an estimated $28K.
  • Apple made up 0.34% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #49 holding.
  • Legacy Financial Group (Iowa) first reported a position in Apple in Q4 2020 and has held it in 17 quarters since.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.