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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
Q2 		$10.8M Sell
37,281
-1,290
-3% -$369K 2.52% 13
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
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 (Oklahoma)'s AAPL Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Apple (AAPL) stake by 3.3% in Q2 2026, selling an estimated $369K and leaving 37,281 shares worth $10.8M. The position accounts for 2.52% of the portfolio, ranked #13.

Legacy Financial Group (Oklahoma) first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 37,281 shares of Apple worth $10.8M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 1,290 Apple shares in Q2 2026, an estimated $369K.
  • Apple made up 2.52% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #13 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.