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Legacy Private Trust’s Apple AAPL Stock Holding History

Legacy Private Trust’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 		$1.88M Hold
6,500
– – 0.1% 131
2026
Q1 		$1.65M Buy
+6,500
New +$1.69M 0.1% 132

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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. 2,599 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.
  • 2,599 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.