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Legacy Investment Solutions’s Apple AAPL Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$939K Buy
+4,579
New +$925K 0.49% 37
2024
Q4 		$776K Buy
3,407
+77
+2% +$18.1K 0.5% 37
2024
Q3 		$750K Buy
+3,330
New +$744K 0.44% 34

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's AAPL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Apple (AAPL) in Q2 2025: 4,579 shares worth $939K. The stake represents 0.49% of the portfolio and ranks #37 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AAPL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AAPL in Q3 2024 and has held it in 3 quarters since. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • Legacy Investment Solutions held 4,579 shares of Apple worth $939K as of Q2 2025.
  • Apple was a new Legacy Investment Solutions position in Q2 2025.
  • Apple made up 0.49% of Legacy Investment Solutions's portfolio in Q2 2025, its #37 holding.
  • Legacy Investment Solutions first reported a position in Apple in Q3 2024 and has held it in 3 quarters since.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.