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

Legacy Financial Group (Oklahoma)’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 Q1	$9.79M	Sell	38,571 -303	-0.8%	-$78.9K	2.59%	14
2025 Q4	$10.6M	Buy	38,874 +1,709	+5%	+$459K	2.77%	13
2025 Q3	$9.46M	Sell	37,165 -1,585	-4%	-$358K	2.59%	13
2025 Q2	$7.95M	Sell	38,750 -1,078	-3%	-$218K	2.35%	14
2025 Q1	$8.85M	Sell	39,828 -238	-0.6%	-$55.1K	2.84%	13
2024 Q4	$10M	Buy	40,066 +4,154	+12%	+$979K	3.23%	12
2024 Q3	$8.11M	Buy	35,912 +1,400	+4%	+$313K	2.76%	13
2024 Q2	$7.27M	Sell	34,512 -468	-1%	-$87.3K	2.75%	13
2024 Q1	$6M	Sell	34,980 -1,351	-4%	-$246K	2.36%	15
2023 Q4	$6.99M	Sell	36,331 -950	-3%	-$175K	3.05%	11
2023 Q3	$6.38M	Sell	37,281 -233	-0.6%	-$42.7K	3.15%	11
2023 Q2	$7.28M	Buy	37,514 +54	+0.1%	+$9.41K	3.63%	10
2023 Q1	$6.18M	Sell	37,460 -375	-1%	-$55.3K	3.42%	10
2022 Q4	$4.92M	Buy	+37,835	New	+$5.41M	3.03%	14

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s AAPL Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Apple (AAPL) stake by 0.78% in Q1 2026, selling an estimated $78.9K and leaving 38,571 shares worth $9.79M. The position accounts for 2.59% of the portfolio, ranked #14.

Legacy Financial Group (Oklahoma) first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2025. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Legacy Financial Group (Oklahoma) held 38,571 shares of Apple worth $9.79M as of Q1 2026.
Legacy Financial Group (Oklahoma) sold 303 Apple shares in Q1 2026, an estimated $78.9K.
Apple made up 2.59% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #14 holding.
Legacy Financial Group (Oklahoma) first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
Legacy Financial Group (Oklahoma)'s Apple position peaked at $10.6M in Q4 2025.
6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.