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

Legacy Wealth Management (Tennessee)’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	$265K	Sell	917 -90	-9%	-$25.7K	0.01%	29
2026 Q1	$256K	Sell	1,007 -231	-19%	-$60.1K	0.01%	28
2025 Q4	$337K	Buy	1,238 +263	+27%	+$70.6K	0.02%	26
2025 Q3	$248K	Sell	975 -2,887	-75%	-$652K	0.01%	28
2025 Q2	$792K	Buy	3,862 +924	+31%	+$187K	0.05%	20
2025 Q1	$653K	Sell	2,938 -339	-10%	-$78.5K	0.04%	23
2024 Q4	$821K	Buy	3,277 +30	+0.9%	+$7.07K	0.05%	19
2024 Q3	$757K	Buy	3,247 +2,246	+224%	+$502K	0.05%	21
2024 Q2	$211K	Sell	1,001 -884	-47%	-$165K	0.02%	23
2024 Q1	$323K	Buy	+1,885	New	+$343K	0.02%	21
2017 Q1	–	Sell	-16	Closed	-$468	–	11
2016 Q4	$468	Buy	+16	New	+$454	﹤0.01%	79

Other funds holding AAPL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) reduced its Apple (AAPL) stake by 8.9% in Q2 2026, selling an estimated $25.7K and leaving 917 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #29.

Legacy Wealth Management (Tennessee) first reported a position in AAPL in Q4 2016 and has held it in 11 quarters since. The position peaked at $821K in Q4 2024. 1,719 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Legacy Wealth Management (Tennessee) held 917 shares of Apple worth $265K as of Q2 2026.
Legacy Wealth Management (Tennessee) sold 90 Apple shares in Q2 2026, an estimated $25.7K.
Apple made up 0.01% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #29 holding.
Legacy Wealth Management (Tennessee) first reported a position in Apple in Q4 2016 and has held it in 11 quarters since.
Legacy Wealth Management (Tennessee)'s Apple position peaked at $821K in Q4 2024.
1,719 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.