Legacy Solutions LLC
AAPL icon

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
Q3 		$1.37M Sell
4,118
-762
-16% -$245K 1.05% 23
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Legacy Solutions LLC's AAPL Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Apple (AAPL) stake by 16% in Q3 2026, selling an estimated $245K and leaving 4,118 shares worth $1.37M. The position accounts for 1.05% of the portfolio, ranked #23.

Legacy Solutions LLC first reported a position in AAPL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2026. 3,100 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Legacy Solutions LLC held 4,118 shares of Apple worth $1.37M as of Q3 2026.
  • Legacy Solutions LLC sold 762 Apple shares in Q3 2026, an estimated $245K.
  • Apple made up 1.05% of Legacy Solutions LLC's portfolio in Q3 2026, its #23 holding.
  • Legacy Solutions LLC first reported a position in Apple in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Apple position peaked at $1.41M in Q2 2026.
  • 3,100 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.