LCM
AAPL icon

Legato Capital Management’s Apple AAPL Stock Holding History

Legato Capital Management’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 		$15M Buy
59,228
+2,209
+4% +$575K 1.37% 2
2025
Q4 		$15.5M Buy
57,019
+24,785
+77% +$6.65M 1.33% 1
2025
Q3 		$8.21M Hold
32,234
– – 0.89% 11
2025
Q2 		$6.61M Buy
32,234
+53
+0.2% +$10.7K 0.79% 16
2025
Q1 		$7.15M Buy
32,181
+3,985
+14% +$923K 0.96% 6
2024
Q4 		$7.06M Sell
28,196
-11,958
-30% -$2.82M 0.92% 7
2024
Q3 		$9.36M Hold
40,154
– – 1.16% 3
2024
Q2 		$8.46M Sell
40,154
-17,109
-30% -$3.19M 1.14% 2
2024
Q1 		$9.82M Hold
57,263
– – 1.18% 2
2023
Q4 		$11M Sell
57,263
-1,150
-2% -$212K 1.44% 1
2023
Q3 		$10M Sell
58,413
-1,692
-3% -$310K 1.45% 1
2023
Q2 		$11.7M Sell
60,105
-12,415
-17% -$2.16M 1.58% 1
2023
Q1 		$12M Sell
72,520
-6,483
-8% -$957K 2.17% 1
2022
Q4 		$10.3M Buy
79,003
+32,667
+71% +$4.67M 1.96% 1
2022
Q3 		$6.4M Buy
46,336
+2,500
+6% +$392K 1.66% 2
2022
Q2 		$5.99M Hold
43,836
– – 1.34% 5
2022
Q1 		$7.65M Hold
43,836
– – 1.56% 12
2021
Q4 		$7.78M Sell
43,836
-13,400
-23% -$2.12M 1.44% 19
2021
Q3 		$8.1M Sell
57,236
-9,085
-14% -$1.34M 1.53% 15
2021
Q2 		$9.08M Buy
66,321
+9,085
+16% +$1.18M 1.28% 15
2021
Q1 		$6.99M Hold
57,236
– – 1.31% 20
2020
Q4 		$7.59M Hold
57,236
– – 1.44% 14
2020
Q3 		$6.63M Buy
57,236
+18,400
+47% +$2.01M 1.46% 17
2020
Q2 		$3.54M Buy
+38,836
New +$3.01M 0.71% 25

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

Legato Capital Management's AAPL Position: Q1 2026 in Review

Legato Capital Management increased its Apple (AAPL) stake by 3.9% in Q1 2026, buying an estimated $575K and bringing the position to 59,228 shares worth $15M. The position accounts for 1.37% of the portfolio, ranked #2.

Legato Capital Management first reported a position in AAPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $15.5M in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Legato Capital Management held 59,228 shares of Apple worth $15M as of Q1 2026.
  • Legato Capital Management bought 2,209 Apple shares in Q1 2026, an estimated $575K.
  • Apple made up 1.37% of Legato Capital Management's portfolio in Q1 2026, its #2 holding.
  • Legato Capital Management first reported a position in Apple in Q2 2020 and has held it in 24 quarters since.
  • Legato Capital Management's Apple position peaked at $15.5M in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.