Legacy Private Trust’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 | $52.9M | Sell |
182,762
-6,977
| -4% | -$2M | 2.93% | 6 |
|
|
2026
Q1 | $48.2M | Sell |
189,739
-2,915
| -2% | -$759K | 2.96% | 5 |
|
|
2025
Q4 | $52.4M | Sell |
192,654
-2,985
| -2% | -$801K | 3.07% | 5 |
|
|
2025
Q3 | $49.8M | Buy |
195,639
+14,002
| +8% | +$3.16M | 2.97% | 6 |
|
|
2025
Q2 | $37.3M | Sell |
181,637
-6,101
| -3% | -$1.23M | 2.41% | 6 |
|
|
2025
Q1 | $41.7M | Sell |
187,738
-4,653
| -2% | -$1.08M | 2.87% | 5 |
|
|
2024
Q4 | $48.2M | Buy |
192,391
+12,565
| +7% | +$2.96M | 3.15% | 6 |
|
|
2024
Q3 | $41.9M | Buy |
179,826
+2,511
| +1% | +$561K | 2.82% | 6 |
|
|
2024
Q2 | $37.3M | Sell |
177,315
-1,897
| -1% | -$354K | 2.65% | 7 |
|
|
2024
Q1 | $30.7M | Sell |
179,212
-967
| -0.5% | -$176K | 2.25% | 7 |
|
|
2023
Q4 | $34.7M | Sell |
180,179
-978
| -0.5% | -$181K | 2.76% | 5 |
|
|
2023
Q3 | $31M | Sell |
181,157
-2,352
| -1% | -$431K | 2.67% | 7 |
|
|
2023
Q2 | $35.6M | Sell |
183,509
-6,245
| -3% | -$1.09M | 2.94% | 6 |
|
|
2023
Q1 | $31.3M | Sell |
189,754
-9,808
| -5% | -$1.45M | 2.67% | 7 |
|
|
2022
Q4 | $25.9M | Sell |
199,562
-4,737
| -2% | -$677K | 2.34% | 7 |
|
|
2022
Q3 | $28.2M | Sell |
204,299
-6,237
| -3% | -$979K | 2.68% | 6 |
|
|
2022
Q2 | $28.8M | Buy |
210,536
+5,897
| +3% | +$893K | 2.58% | 6 |
|
|
2022
Q1 | $35.7M | Sell |
204,639
-4,828
| -2% | -$812K | 2.77% | 7 |
|
|
2021
Q4 | $37.2M | Buy |
209,467
+4,242
| +2% | +$670K | 2.79% | 6 |
|
|
2021
Q3 | $29M | Buy |
205,225
+13,541
| +7% | +$1.99M | 2.35% | 8 |
|
|
2021
Q2 | $26.3M | Sell |
191,684
-2,666
| -1% | -$345K | 2.21% | 10 |
|
|
2021
Q1 | $23.7M | Buy |
194,350
+600
| +0.3% | +$77K | 2.14% | 10 |
|
|
2020
Q4 | $25.7M | Sell |
193,750
-9,693
| -5% | -$1.17M | 2.43% | 9 |
|
|
2020
Q3 | $23.6M | Sell |
203,443
-13,101
| -6% | -$1.43M | 2.43% | 9 |
|
|
2020
Q2 | $19.7M | Buy |
216,544
+22,276
| +11% | +$1.73M | 2.18% | 8 |
|
|
2020
Q1 | $12.3M | Buy |
194,268
+23,436
| +14% | +$1.72M | 1.6% | 15 |
|
|
2019
Q4 | $12.5M | Buy |
170,832
+16,792
| +11% | +$1.08M | 1.31% | 16 |
|
|
2019
Q3 | $8.63M | Buy |
154,040
+30,724
| +25% | +$1.61M | 0.96% | 27 |
|
|
2019
Q2 | $6.1M | Buy |
123,316
+11,316
| +10% | +$551K | 0.69% | 41 |
|
|
2019
Q1 | $5.32M | Sell |
112,000
-30,796
| -22% | -$1.31M | 0.63% | 48 |
|
|
2018
Q4 | $5.63M | Buy |
142,796
+36
| +0% | +$1.75K | 0.73% | 38 |
|
|
2018
Q3 | $8.06M | Buy |
142,760
+3,092
| +2% | +$161K | 0.91% | 33 |
|
|
2018
Q2 | $6.46M | Buy |
139,668
+10,260
| +8% | +$465K | 0.77% | 35 |
|
|
2018
Q1 | $5.43M | Buy |
129,408
+7,880
| +6% | +$339K | 0.63% | 41 |
|
|
2017
Q4 | $5.14M | Sell |
121,528
-1,204
| -1% | -$50.3K | 0.6% | 46 |
|
|
2017
Q3 | $4.73M | Buy |
122,732
+25,200
| +26% | +$978K | 0.58% | 43 |
|
|
2017
Q2 | $3.51M | Sell |
97,532
-4,960
| -5% | -$183K | 0.44% | 59 |
|
|
2017
Q1 | $3.68M | Sell |
102,492
-2,292
| -2% | -$75.5K | 0.47% | 62 |
|
|
2016
Q4 | $3.03M | Buy |
104,784
+64
| +0.1% | +$1.81K | 0.41% | 70 |
|
|
2016
Q3 | $2.96M | Sell |
104,720
-12,896
| -11% | -$341K | 0.4% | 67 |
|
|
2016
Q2 | $2.81M | Sell |
117,616
-56,804
| -33% | -$1.41M | 0.41% | 70 |
|
|
2016
Q1 | $4.75M | Sell |
174,420
-37,172
| -18% | -$926K | 0.72% | 37 |
|
|
2015
Q4 | $5.57M | Sell |
211,592
-12,880
| -6% | -$368K | 0.85% | 29 |
|
|
2015
Q3 | $6.19M | Buy |
224,472
+8,180
| +4% | +$240K | 0.98% | 24 |
|
|
2015
Q2 | $6.78M | Buy |
216,292
+43,076
| +25% | +$1.38M | 1.02% | 24 |
|
|
2015
Q1 | $5.39M | Sell |
173,216
-8,760
| -5% | -$265K | 0.79% | 32 |
|
|
2014
Q4 | $5.02M | Buy |
181,976
+22,260
| +14% | +$606K | 0.74% | 42 |
|
|
2014
Q3 | $4.02M | Buy |
159,716
+2,020
| +1% | +$49.6K | 0.61% | 38 |
|
|
2014
Q2 | $3.66M | Buy |
+157,696
| New | +$3.36M | 0.57% | 46 |
|
|
2014
Q1 | – | Sell |
-18,144
| Closed | -$364K | – | 209 |
|
|
2013
Q4 | $364K | Buy |
+18,144
| New | +$343K | 0.07% | 160 |
|
Other funds holding AAPL
Legacy Private Trust's AAPL Position: Q2 2026 in Review
Legacy Private Trust reduced its Apple (AAPL) stake by 3.7% in Q2 2026, selling an estimated $2M and leaving 182,762 shares worth $52.9M. The position accounts for 2.93% of the portfolio, ranked #6.
Legacy Private Trust first reported a position in AAPL in Q4 2013 and has held it in 50 quarters since. 6,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Legacy Private Trust held 182,762 shares of Apple worth $52.9M as of Q2 2026.
- Legacy Private Trust sold 6,977 Apple shares in Q2 2026, an estimated $2M.
- Apple made up 2.93% of Legacy Private Trust's portfolio in Q2 2026, its #6 holding.
- Legacy Private Trust first reported a position in Apple in Q4 2013 and has held it in 50 quarters since.
- 6,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.