Legend Financial Advisors’s Apple AAPL Stock Holding History
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
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. 6,135 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.
- 6,135 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.