WLG
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Williamson Legacy Group’s Apple AAPL Stock Holding History

Williamson 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
2026
Q2 		$247K Buy
854
+32
+4% +$9.15K 0.12% 70
2026
Q1 		$209K Buy
+822
New +$214K 0.16% 81
2025
Q2 		– Sell
-1,829
Closed -$406K – 105
2025
Q1 		$406K Sell
1,829
-7
-0.4% -$1.62K 0.39% 86
2024
Q4 		$460K Sell
1,836
-683
-27% -$161K 0.31% 85
2024
Q3 		$587K Sell
2,519
-31
-1% -$6.92K 0.39% 82
2024
Q2 		$537K Buy
2,550
+95
+4% +$17.7K 0.4% 74
2024
Q1 		$421K Sell
2,455
-31
-1% -$5.64K 0.33% 72
2023
Q4 		$479K Buy
+2,486
New +$459K 0.44% 69

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

Williamson Legacy Group's AAPL Position: Q2 2026 in Review

Williamson Legacy Group increased its Apple (AAPL) stake by 3.9% in Q2 2026, buying an estimated $9.15K and bringing the position to 854 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #70.

Williamson Legacy Group first reported a position in AAPL in Q4 2023 and has held it in 8 quarters since. The position peaked at $587K in Q3 2024. 6,086 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Williamson Legacy Group held 854 shares of Apple worth $247K as of Q2 2026.
  • Williamson Legacy Group bought 32 Apple shares in Q2 2026, an estimated $9.15K.
  • Apple made up 0.12% of Williamson Legacy Group's portfolio in Q2 2026, its #70 holding.
  • Williamson Legacy Group first reported a position in Apple in Q4 2023 and has held it in 8 quarters since.
  • Williamson Legacy Group's Apple position peaked at $587K in Q3 2024.
  • 6,086 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.