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Legacy Wealth Management (Idaho)’s Apple AAPL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.75M Buy
6,061
+571
+10% +$163K 0.72% 29
2026
Q1 		$1.39M Buy
5,490
+15
+0.3% +$3.9K 0.69% 36
2025
Q4 		$1.49M Buy
5,475
+1,452
+36% +$390K 0.71% 29
2025
Q3 		$1.02M Sell
4,023
-556
-12% -$126K 0.46% 47
2025
Q2 		$939K Buy
4,579
+1,226
+37% +$248K 0.49% 37
2025
Q1 		$745K Sell
3,353
-54
-2% -$12.5K 0.53% 39
2024
Q4 		$776K Buy
3,407
+77
+2% +$18.1K 0.5% 37
2024
Q3 		$750K Buy
+3,330
New +$744K 0.44% 34

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 Wealth Management (Idaho)'s AAPL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Apple (AAPL) stake by 10% in Q2 2026, buying an estimated $163K and bringing the position to 6,061 shares worth $1.75M. The position accounts for 0.72% of the portfolio, ranked #29.

Legacy Wealth Management (Idaho) first reported a position in AAPL in Q3 2024 and has held it in 8 quarters since. 6,087 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 6,061 shares of Apple worth $1.75M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 571 Apple shares in Q2 2026, an estimated $163K.
  • Apple made up 0.72% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #29 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Apple in Q3 2024 and has held it in 8 quarters since.
  • 6,087 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.