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Legend Financial Advisors’s Apple AAPL Stock Holding History

Legend Financial Advisors’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 		$3.1M Buy
10,701
+343
+3% +$98.1K 1.76% 16
2026
Q1 		$2.63M Sell
10,358
-614
-6% -$160K 1.69% 16
2025
Q4 		$2.98M Sell
10,972
-204
-2% -$54.8K 1.81% 15
2025
Q3 		$2.85M Sell
11,176
-35
-0.3% -$7.91K 1.74% 15
2025
Q2 		$2.3M Buy
11,211
+3,237
+41% +$654K 1.53% 15
2025
Q1 		$1.77M Sell
7,974
-8
-0.1% -$1.85K 1.3% 16
2024
Q4 		$2M Buy
7,982
+71
+0.9% +$16.7K 1.41% 15
2024
Q3 		$1.84M Sell
7,911
-1,006
-11% -$225K 1.27% 15
2024
Q2 		$1.88M Buy
8,917
+376
+4% +$70.1K 1.33% 15
2024
Q1 		$1.46M Sell
8,541
-79
-0.9% -$14.4K 1.06% 15
2023
Q4 		$1.66M Sell
8,620
-7
-0.1% -$1.29K 1.33% 15
2023
Q3 		$1.48M Sell
8,627
-435
-5% -$79.8K 1.26% 15
2023
Q2 		$1.76M Sell
9,062
-928
-9% -$162K 1.47% 15
2023
Q1 		$1.65M Sell
9,990
-1,824
-15% -$269K 1.38% 16
2022
Q4 		$1.54M Sell
11,814
-160
-1% -$22.9K 1.34% 16
2022
Q3 		$1.65M Hold
11,974
– – 1.56% 16
2022
Q2 		$1.64M Sell
11,974
-689
-5% -$104K 1.69% 15
2022
Q1 		$1.79M Buy
12,663
+226
+2% +$38K 1.14% 13
2021
Q4 		$2.21M Sell
12,437
-226
-2% -$35.7K 1.54% 13
2021
Q3 		$1.79M Buy
12,663
+148
+1% +$21.8K 1.14% 13
2021
Q2 		$1.71M Buy
+12,515
New +$1.62M 1.1% 13
2021
Q1 		– Sell
-12,415
Closed -$1.65M – 16
2020
Q4 		$1.65M Sell
12,415
-577
-4% -$69.4K 1.33% 8
2020
Q3 		$1.5M Sell
12,992
-1,556
-11% -$170K 1.19% 9
2020
Q2 		$1.33M Sell
14,548
-3,144
-18% -$244K 0.83% 12
2020
Q1 		$1.13M Buy
17,692
+332
+2% +$24.4K 1.01% 12
2019
Q4 		$1.27M Sell
17,360
-1,124
-6% -$72.3K 1.09% 15
2019
Q3 		$1.03M Sell
18,484
-88
-0.5% -$4.6K 0.88% 18
2019
Q2 		$918K Sell
18,572
-1,080
-5% -$52.6K 0.81% 19
2019
Q1 		$933K Buy
19,652
+240
+1% +$10.2K 1.02% 14
2018
Q4 		$7.57M Buy
+19,412
New +$941K 11.09% 3

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Legend Financial Advisors's AAPL Position: Q2 2026 in Review

Legend Financial Advisors increased its Apple (AAPL) stake by 3.3% in Q2 2026, buying an estimated $98.1K and bringing the position to 10,701 shares worth $3.1M. The position accounts for 1.76% of the portfolio, ranked #16.

Legend Financial Advisors first reported a position in AAPL in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.57M in Q4 2018. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legend Financial Advisors held 10,701 shares of Apple worth $3.1M as of Q2 2026.
  • Legend Financial Advisors bought 343 Apple shares in Q2 2026, an estimated $98.1K.
  • Apple made up 1.76% of Legend Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Legend Financial Advisors first reported a position in Apple in Q4 2018 and has held it in 30 quarters since.
  • Legend Financial Advisors's Apple position peaked at $7.57M in Q4 2018.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.