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
Q2 		$10.4M Sell
36,076
-23,152
-39% -$6.62M 0.87% 9
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 $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

Legato Capital Management's AAPL Position: Q2 2026 in Review

Legato Capital Management reduced its Apple (AAPL) stake by 39% in Q2 2026, selling an estimated $6.62M and leaving 36,076 shares worth $10.4M. The position accounts for 0.87% of the portfolio, ranked #9.

Legato Capital Management first reported a position in AAPL in Q2 2020 and has held it in 25 quarters since. The position peaked at $15.5M in Q4 2025. 6,131 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legato Capital Management held 36,076 shares of Apple worth $10.4M as of Q2 2026.
  • Legato Capital Management sold 23,152 Apple shares in Q2 2026, an estimated $6.62M.
  • Apple made up 0.87% of Legato Capital Management's portfolio in Q2 2026, its #9 holding.
  • Legato Capital Management first reported a position in Apple in Q2 2020 and has held it in 25 quarters since.
  • Legato Capital Management's Apple position peaked at $15.5M in Q4 2025.
  • 6,131 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.