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Legacy Trust’s Apple AAPL Stock Holding History

Legacy 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 		$27.7M Sell
95,877
-29,643
-24% -$8.48M 4.91% 2
2026
Q1 		$31.9M Buy
125,520
+1,272
+1% +$331K 6.1% 1
2025
Q4 		$33.8M Buy
124,248
+1,484
+1% +$398K 6.32% 1
2025
Q3 		$31.3M Buy
122,764
+45,193
+58% +$10.2M 6.16% 1
2025
Q2 		$15.9M Sell
77,571
-7,512
-9% -$1.52M 3.9% 3
2025
Q1 		$18.9M Sell
85,083
-419
-0.5% -$97.1K 4.56% 1
2024
Q4 		$21.4M Sell
85,502
-3,106
-4% -$732K 4.97% 1
2024
Q3 		$20.6M Sell
88,608
-2,214
-2% -$494K 4.74% 1
2024
Q2 		$19.1M Sell
90,822
-3,407
-4% -$635K 4.76% 1
2024
Q1 		$16.2M Sell
94,229
-22,819
-19% -$4.15M 4.03% 2
2023
Q4 		$22.5M Sell
117,048
-5,368
-4% -$991K 5.87% 1
2023
Q3 		$21M Sell
122,416
-1,472
-1% -$270K 6.09% 1
2023
Q2 		$24M Sell
123,888
-1,370
-1% -$239K 6.62% 1
2023
Q1 		$20.7M Buy
125,258
+134
+0.1% +$19.8K 6.15% 1
2022
Q4 		$16.3M Buy
+125,124
New +$17.9M 5.02% 2

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 Trust's AAPL Position: Q2 2026 in Review

Legacy Trust reduced its Apple (AAPL) stake by 24% in Q2 2026, selling an estimated $8.48M and leaving 95,877 shares worth $27.7M. The position accounts for 4.91% of the portfolio, ranked #2.

Legacy Trust first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.8M in Q4 2025. 6,139 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Trust held 95,877 shares of Apple worth $27.7M as of Q2 2026.
  • Legacy Trust sold 29,643 Apple shares in Q2 2026, an estimated $8.48M.
  • Apple made up 4.91% of Legacy Trust's portfolio in Q2 2026, its #2 holding.
  • Legacy Trust first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Apple position peaked at $33.8M in Q4 2025.
  • 6,139 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.