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Legal Advantage Investments’s Apple AAPL Stock Holding History

Legal Advantage Investments’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 		$4.24M Buy
14,664
+1,591
+12% +$455K 1.49% 19
2026
Q1 		$3.32M Sell
13,073
-3,525
-21% -$917K 1.71% 24
2025
Q4 		$4.51M Sell
16,598
-1
-0% -$268 2.09% 16
2025
Q3 		$4.23M Sell
16,599
-266
-2% -$60.1K 1.9% 22
2025
Q2 		$3.46M Buy
16,865
+4,600
+38% +$929K 1.62% 25
2025
Q1 		$2.72M Buy
12,265
+300
+3% +$69.5K 1.47% 25
2024
Q4 		$3M Buy
11,965
+628
+6% +$148K 1.58% 22
2024
Q3 		$2.64M Sell
11,337
-200
-2% -$44.7K 1.45% 23
2024
Q2 		$2.43M Hold
11,537
– – 1.4% 24
2024
Q1 		$1.98M Hold
11,537
– – 1.11% 30
2023
Q4 		$2.22M Buy
11,537
+232
+2% +$42.8K 1.34% 20
2023
Q3 		$1.94M Hold
11,305
– – 1.38% 20
2023
Q2 		$2.19M Sell
11,305
-5,526
-33% -$963K 1.46% 20
2023
Q1 		$2.78M Sell
16,831
-100
-0.6% -$14.8K 2.04% 14
2022
Q4 		$2.2M Sell
16,931
-267
-2% -$38.2K 1.81% 14
2022
Q3 		$2.38M Buy
17,198
+12,000
+231% +$1.88M 2.23% 14
2022
Q2 		$711K Buy
+5,198
New +$787K 0.69% 41

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

Legal Advantage Investments's AAPL Position: Q2 2026 in Review

Legal Advantage Investments increased its Apple (AAPL) stake by 12% in Q2 2026, buying an estimated $455K and bringing the position to 14,664 shares worth $4.24M. The position accounts for 1.49% of the portfolio, ranked #19.

Legal Advantage Investments first reported a position in AAPL in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.51M in Q4 2025. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legal Advantage Investments held 14,664 shares of Apple worth $4.24M as of Q2 2026.
  • Legal Advantage Investments bought 1,591 Apple shares in Q2 2026, an estimated $455K.
  • Apple made up 1.49% of Legal Advantage Investments's portfolio in Q2 2026, its #19 holding.
  • Legal Advantage Investments first reported a position in Apple in Q2 2022 and has held it in 17 quarters since.
  • Legal Advantage Investments's Apple position peaked at $4.51M in Q4 2025.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.