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Legacy Financial Independent Advisors’s Apple AAPL Stock Holding History

Legacy Financial Independent 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
Q2 		$7.3M Buy
25,238
+18,465
+273% +$5.28M 3.44% 3
2026
Q1 		$1.72M Buy
+6,773
New +$1.76M 0.89% 34

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 Independent Advisors's AAPL Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its Apple (AAPL) stake by 273% in Q2 2026, buying an estimated $5.28M and bringing the position to 25,238 shares worth $7.3M. The position accounts for 3.44% of the portfolio, ranked #3.

Legacy Financial Independent Advisors first reported a position in AAPL in Q1 2026 and has held it in 2 quarters since. 6,081 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Financial Independent Advisors held 25,238 shares of Apple worth $7.3M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 18,465 Apple shares in Q2 2026, an estimated $5.28M.
  • Apple made up 3.44% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #3 holding.
  • Legacy Financial Independent Advisors first reported a position in Apple in Q1 2026 and has held it in 2 quarters since.
  • 6,081 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.