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Legacy Solutions LLC’s Apple AAPL Stock Holding History

Legacy Solutions LLC’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 		$1.41M Sell
4,880
-33
-0.7% -$9.44K 1.14% 20
2026
Q1 		$1.25M Buy
4,913
+724
+17% +$188K 1.16% 20
2025
Q4 		$1.14M Buy
4,189
+86
+2% +$23.1K 1% 21
2025
Q3 		$1.04M Buy
4,103
+201
+5% +$45.4K 0.94% 23
2025
Q2 		$800K Buy
3,902
+421
+12% +$85K 0.77% 25
2025
Q1 		$773K Buy
3,481
+108
+3% +$25K 0.85% 20
2024
Q4 		$845K Buy
+3,373
New +$795K 0.92% 20

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 Solutions LLC's AAPL Position: Q2 2026 in Review

Legacy Solutions LLC reduced its Apple (AAPL) stake by 0.67% in Q2 2026, selling an estimated $9.44K and leaving 4,880 shares worth $1.41M. The position accounts for 1.14% of the portfolio, ranked #20.

Legacy Solutions LLC first reported a position in AAPL in Q4 2024 and has held it in 7 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Solutions LLC held 4,880 shares of Apple worth $1.41M as of Q2 2026.
  • Legacy Solutions LLC sold 33 Apple shares in Q2 2026, an estimated $9.44K.
  • Apple made up 1.14% of Legacy Solutions LLC's portfolio in Q2 2026, its #20 holding.
  • Legacy Solutions LLC first reported a position in Apple in Q4 2024 and has held it in 7 quarters since.
  • 6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.