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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Trust's AAPL Position: Q1 2026 in Review

Legacy Trust increased its Apple (AAPL) stake by 1% in Q1 2026, buying an estimated $331K and bringing the position to 125,520 shares worth $31.9M. The position accounts for 6.1% of the portfolio, ranked #1.

Legacy Trust first reported a position in AAPL in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.8M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Legacy Trust held 125,520 shares of Apple worth $31.9M as of Q1 2026.
  • Legacy Trust bought 1,272 Apple shares in Q1 2026, an estimated $331K.
  • Apple made up 6.1% of Legacy Trust's portfolio in Q1 2026, its #1 holding.
  • Legacy Trust first reported a position in Apple in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's Apple position peaked at $33.8M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.