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My Legacy Advisors’s Apple AAPL Stock Holding History

My Legacy 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
2025
Q2 		$8.32M Buy
39,178
+930
+2% +$188K 2.96% 4
2025
Q1 		$8.5M Buy
38,248
+1,436
+4% +$333K 3.28% 3
2024
Q4 		$8.76M Buy
36,812
+1,402
+4% +$330K 3.4% 3
2024
Q3 		$8.25M Sell
35,410
-7,659
-18% -$1.71M 3.26% 3
2024
Q2 		$9.07M Buy
43,069
+939
+2% +$175K 2.9% 5
2024
Q1 		$7.22M Sell
42,130
-3,709
-8% -$674K 2.42% 6
2023
Q4 		$8.51M Sell
45,839
-877
-2% -$162K 3.07% 3
2023
Q3 		$8.2M Sell
46,716
-1,664
-3% -$305K 3.33% 2
2023
Q2 		$9.22M Buy
48,380
+10,114
+26% +$1.76M 3.62% 2
2023
Q1 		$6.2M Sell
38,266
-289
-0.7% -$42.6K 2.66% 3
2022
Q4 		$5.96M Buy
38,555
+978
+3% +$140K 2.54% 4
2022
Q3 		$5.2M Buy
37,577
+1,454
+4% +$228K 2.62% 2
2022
Q2 		$5.23M Buy
36,123
+1,855
+5% +$281K 2.62% 3
2022
Q1 		$5.98M Buy
+34,268
New +$5.76M 2.78% 5

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's AAPL Position: Q2 2025 in Review

My Legacy Advisors increased its Apple (AAPL) stake by 2.4% in Q2 2025, buying an estimated $188K and bringing the position to 39,178 shares worth $8.32M. The position accounts for 2.96% of the portfolio, ranked #4.

My Legacy Advisors first reported a position in AAPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.22M in Q2 2023. 5,582 funds tracked by Wall St. Rank hold AAPL as of Q2 2025.

  • My Legacy Advisors held 39,178 shares of Apple worth $8.32M as of Q2 2025.
  • My Legacy Advisors bought 930 Apple shares in Q2 2025, an estimated $188K.
  • Apple made up 2.96% of My Legacy Advisors's portfolio in Q2 2025, its #4 holding.
  • My Legacy Advisors first reported a position in Apple in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Apple position peaked at $9.22M in Q2 2023.
  • 5,582 funds tracked by Wall St. Rank held Apple as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.