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

Legacy Wealth Management (Mississippi)’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 		$31.8M Buy
109,796
+611
+0.6% +$175K 8.16% 3
2026
Q1 		$27.7M Sell
109,185
-468
-0.4% -$122K 7.9% 3
2025
Q4 		$29.8M Buy
109,653
+9,429
+9% +$2.53M 7.96% 3
2025
Q3 		$25.5M Sell
100,224
-9,123
-8% -$2.06M 7.68% 3
2025
Q2 		$22.4M Sell
109,347
-130,834
-54% -$26.4M 6.82% 4
2025
Q1 		$53.4M Buy
240,181
+171,015
+247% +$39.6M 17.44% 2
2024
Q4 		$17.3M Sell
69,166
-4,779
-6% -$1.13M 6.88% 3
2024
Q3 		$17.2M Buy
73,945
+5,231
+8% +$1.17M 6.33% 3
2024
Q2 		$14.5M Sell
68,714
-1,050
-2% -$196K 6.11% 3
2024
Q1 		$12M Sell
69,764
-630
-0.9% -$115K 5.39% 3
2023
Q4 		$13.6M Sell
70,394
-530
-0.7% -$97.9K 6.53% 3
2023
Q3 		$12.1M Sell
70,924
-372
-0.5% -$68.2K 6.31% 3
2023
Q2 		$13.8M Sell
71,296
-69
-0.1% -$12K 6.94% 3
2023
Q1 		$11.8M Sell
71,365
-75
-0.1% -$11.1K 6.49% 3
2022
Q4 		$9.28M Sell
71,440
-600
-0.8% -$85.7K 5.5% 3
2022
Q3 		$9.96M Sell
72,040
-1,258
-2% -$197K 6.72% 3
2022
Q2 		$10M Buy
73,298
+1,375
+2% +$208K 6.09% 3
2022
Q1 		$12.6M Buy
71,923
+662
+0.9% +$111K 6.56% 3
2021
Q4 		$12.7M Sell
71,261
-345
-0.5% -$54.5K 6.48% 3
2021
Q3 		$10.1M Buy
71,606
+108
+0.2% +$15.9K 5.42% 3
2021
Q2 		$9.79M Hold
71,498
– – 5.43% 3
2021
Q1 		$8.73M Buy
71,498
+358
+0.5% +$46K 5.29% 3
2020
Q4 		$9.44M Buy
71,140
+14,351
+25% +$1.73M 5.98% 2
2020
Q3 		$6.58M Sell
56,789
-11
-0% -$1.2K 4.53% 3
2020
Q2 		$5.18M Buy
56,800
+300
+0.5% +$23.2K 3.96% 3
2020
Q1 		$3.59M Buy
56,500
+10,212
+22% +$751K 3.35% 3
2019
Q4 		$3.4M Buy
+46,288
New +$2.98M 2.96% 3

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Apple (AAPL) stake by 0.56% in Q2 2026, buying an estimated $175K and bringing the position to 109,796 shares worth $31.8M. The position accounts for 8.16% of the portfolio, ranked #3.

Legacy Wealth Management (Mississippi) first reported a position in AAPL in Q4 2019 and has held it in 27 quarters since. The position peaked at $53.4M in Q1 2025. 1,758 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 109,796 shares of Apple worth $31.8M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 611 Apple shares in Q2 2026, an estimated $175K.
  • Apple made up 8.16% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #3 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Apple in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Apple position peaked at $53.4M in Q1 2025.
  • 1,758 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.