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New Legacy Group’s Apple AAPL Stock Holding History

New Legacy Group’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
2023
Q3 		$976K Hold
5,700
– – 2.67% 9
2023
Q2 		$1.11M Hold
5,700
– – 2.8% 9
2023
Q1 		$940K Hold
5,700
– – 2.67% 10
2022
Q4 		$741K Hold
5,700
– – 2.3% 14
2022
Q3 		$788K Sell
5,700
-1,200
-17% -$188K 2.03% 12
2022
Q2 		$943K Hold
6,900
– – 1.91% 12
2022
Q1 		$1.21M Hold
6,900
– – 0.45% 10
2021
Q4 		$1.23M Buy
+6,900
New +$1.09M 0.24% 9

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Legacy Group's AAPL Position: Q3 2023 in Review

New Legacy Group held its Apple (AAPL) position steady in Q3 2023 at 5,700 shares worth $976K. The position accounts for 2.67% of the portfolio, ranked #9.

New Legacy Group first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2021. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • New Legacy Group held 5,700 shares of Apple worth $976K as of Q3 2023.
  • New Legacy Group left its Apple share count unchanged in Q3 2023.
  • Apple made up 2.67% of New Legacy Group's portfolio in Q3 2023, its #9 holding.
  • New Legacy Group first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's Apple position peaked at $1.23M in Q4 2021.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.