Legacy Financial Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.25M | Buy |
31,984
+247
| +0.8% | +$70.7K | 1.43% | 13 |
|
|
2026
Q1 | $8.05M | Sell |
31,737
-350
| -1% | -$91.1K | 1.45% | 12 |
|
|
2025
Q4 | $8.72M | Buy |
32,087
+209
| +0.7% | +$56.1K | 1.54% | 11 |
|
|
2025
Q3 | $8.12M | Buy |
31,878
+251
| +0.8% | +$56.7K | 1.47% | 11 |
|
|
2025
Q2 | $6.49M | Sell |
31,627
-257
| -0.8% | -$51.9K | 1.27% | 12 |
|
|
2025
Q1 | $7.08M | Buy |
31,884
+733
| +2% | +$170K | 1.54% | 11 |
|
|
2024
Q4 | $7.6M | Sell |
31,151
-287
| -0.9% | -$67.6K | 1.64% | 10 |
|
|
2024
Q3 | $7.32M | Buy |
31,438
+1,825
| +6% | +$408K | 1.62% | 11 |
|
|
2024
Q2 | $6.56M | Buy |
29,613
+862
| +3% | +$161K | 1.58% | 11 |
|
|
2024
Q1 | $4.93M | Buy |
28,751
+649
| +2% | +$118K | 1.27% | 11 |
|
|
2023
Q4 | $5.41M | Buy |
28,102
+1,155
| +4% | +$213K | 1.54% | 11 |
|
|
2023
Q3 | $4.93M | Buy |
26,947
+2,393
| +10% | +$439K | 1.58% | 11 |
|
|
2023
Q2 | $4.76M | Buy |
24,554
+230
| +0.9% | +$40.1K | 1.59% | 10 |
|
|
2023
Q1 | $4.01M | Sell |
24,324
-83
| -0.3% | -$12.2K | 1.49% | 10 |
|
|
2022
Q4 | $3.17M | Buy |
24,407
+1,144
| +5% | +$163K | 1.31% | 11 |
|
|
2022
Q3 | $3.21M | Buy |
23,263
+178
| +0.8% | +$27.9K | 1.5% | 10 |
|
|
2022
Q2 | $3.16M | Sell |
23,085
-15
| -0.1% | -$2.27K | 1.56% | 9 |
|
|
2022
Q1 | $4.03M | Buy |
23,100
+3,276
| +17% | +$551K | 1.72% | 10 |
|
|
2021
Q4 | $3.52M | Buy |
19,824
+307
| +2% | +$48.5K | 1.52% | 11 |
|
|
2021
Q3 | $2.76M | Sell |
19,517
-108
| -0.6% | -$15.9K | 1.3% | 10 |
|
|
2021
Q2 | $2.69M | Buy |
19,625
+153
| +0.8% | +$19.8K | 1.29% | 10 |
|
|
2021
Q1 | $2.38M | Buy |
19,472
+15
| +0.1% | +$1.93K | 1.26% | 10 |
|
|
2020
Q4 | $2.58M | Sell |
19,457
-217
| -1% | -$26.1K | 1.32% | 12 |
|
|
2020
Q3 | $2.28M | Buy |
19,674
+82
| +0.4% | +$8.95K | 1.31% | 11 |
|
|
2020
Q2 | $1.79M | Sell |
19,592
-764
| -4% | -$59.2K | 1.38% | 9 |
|
|
2020
Q1 | $1.29M | Buy |
20,356
+256
| +1% | +$18.8K | 1.23% | 10 |
|
|
2019
Q4 | $1.48M | Sell |
20,100
-220
| -1% | -$14.2K | 1.19% | 8 |
|
|
2019
Q3 | $1.26M | Buy |
20,320
+5,624
| +38% | +$294K | 1.13% | 9 |
|
|
2019
Q2 | $741K | Sell |
14,696
-276
| -2% | -$13.4K | 0.69% | 23 |
|
|
2019
Q1 | $711K | Buy |
14,972
+236
| +2% | +$10K | 0.61% | 20 |
|
|
2018
Q4 | $581K | Buy |
14,736
+164
| +1% | +$7.95K | 0.58% | 21 |
|
|
2018
Q3 | $700K | Sell |
14,572
-8,156
| -36% | -$425K | 0.71% | 12 |
|
|
2018
Q2 | $1.05M | Buy |
22,728
+720
| +3% | +$32.7K | 0.94% | 12 |
|
|
2018
Q1 | $923K | Buy |
22,008
+4
| +0% | +$172 | 0.9% | 14 |
|
|
2017
Q4 | $931K | Buy |
+22,004
| New | +$919K | 0.99% | 17 |
|
Other funds holding AAPL
Legacy Financial Strategies's AAPL Position: Q2 2026 in Review
Legacy Financial Strategies increased its Apple (AAPL) stake by 0.78% in Q2 2026, buying an estimated $70.7K and bringing the position to 31,984 shares worth $9.25M. The position accounts for 1.43% of the portfolio, ranked #13.
Legacy Financial Strategies first reported a position in AAPL in Q4 2017 and has held it in 35 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Legacy Financial Strategies held 31,984 shares of Apple worth $9.25M as of Q2 2026.
- Legacy Financial Strategies bought 247 Apple shares in Q2 2026, an estimated $70.7K.
- Apple made up 1.43% of Legacy Financial Strategies's portfolio in Q2 2026, its #13 holding.
- Legacy Financial Strategies first reported a position in Apple in Q4 2017 and has held it in 35 quarters since.
- 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.