TLA
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Tanglewood Legacy Advisors’s Apple AAPL Stock Holding History

Tanglewood 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
2026
Q2 		$4.88M Buy
16,848
+4
+0% +$1.14K 1.57% 10
2026
Q1 		$4.27M Buy
16,844
+1,331
+9% +$346K 1.55% 12
2025
Q4 		$4.22M Sell
15,513
-96
-0.6% -$25.8K 1.58% 12
2025
Q3 		$3.97M Sell
15,609
-7
-0% -$1.58K 1.54% 11
2025
Q2 		$3.2M Sell
15,616
-1,415
-8% -$286K 1.31% 11
2025
Q1 		$3.78M Buy
17,031
+411
+2% +$95.2K 1.66% 10
2024
Q4 		$4.16M Buy
16,620
+2,357
+17% +$555K 1.78% 11
2024
Q3 		$3.32M Buy
14,263
+5
+0% +$1.12K 1.48% 12
2024
Q2 		$3M Buy
14,258
+5
+0% +$932 1.42% 13
2024
Q1 		$2.44M Buy
14,253
+1,249
+10% +$227K 1.2% 14
2023
Q4 		$2.5M Buy
13,004
+5
+0% +$923 1.37% 14
2023
Q3 		$2.23M Buy
12,999
+5
+0% +$917 1.33% 15
2023
Q2 		$2.52M Buy
12,994
+5
+0% +$871 1.46% 13
2023
Q1 		$2.14M Buy
12,989
+6
+0% +$885 1.37% 14
2022
Q4 		$1.69M Buy
+12,983
New +$1.86M 1.2% 15

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

Tanglewood Legacy Advisors's AAPL Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its Apple (AAPL) stake by 0.02% in Q2 2026, buying an estimated $1.14K and bringing the position to 16,848 shares worth $4.88M. The position accounts for 1.57% of the portfolio, ranked #10.

Tanglewood Legacy Advisors first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. 6,095 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tanglewood Legacy Advisors held 16,848 shares of Apple worth $4.88M as of Q2 2026.
  • Tanglewood Legacy Advisors bought 4 Apple shares in Q2 2026, an estimated $1.14K.
  • Apple made up 1.57% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #10 holding.
  • Tanglewood Legacy Advisors first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • 6,095 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.