Legacy Financial Strategies, LLC / AAPL
Legacy Financial Strategies, LLC’s Apple Inc Position
Does Legacy Financial Strategies, LLC own Apple Inc (AAPL)? Yes — 31.7K shares worth $8M (+1.45% of its 13F portfolio) as of Q1 2026, down from 32.1K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
31.7K
% of Portfolio
+1.45%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 31.7K | $8M | +1.45% |
| Q4 2025 | 32.1K | $9M | +1.54% |
| Q3 2025 | 31.9K | $8M | +1.47% |
| Q2 2025 | 31.6K | $6M | +1.27% |
| Q1 2025 | 31.9K | $7M | +1.54% |
| Q4 2024 | 31.2K | $8M | +1.64% |
| Q3 2024 | 31.4K | $7M | +1.62% |
| Q2 2024 | 29.6K | $7M | +1.58% |
| Q1 2024 | 28.8K | $5M | +1.27% |
| Q4 2023 | 28.1K | $5M | +1.54% |
| Q3 2023 | 26.9K | $5M | +1.58% |
| Q2 2023 | 24.6K | $5M | +1.59% |
| Q1 2023 | 24.3K | $4M | +1.49% |
| Q4 2022 | 24.4K | $3M | +1.31% |
| Q3 2022 | 23.3K | $3M | +1.50% |
| Q2 2022 | 23.1K | $3M | +1.56% |
| Q1 2022 | 23.1K | $4M | +1.72% |
| Q4 2021 | 19.8K | $4M | +1.52% |
| Q3 2021 | 19.5K | $3M | +1.30% |
| Q2 2021 | 19.6K | $3M | +1.29% |
| Q1 2021 | 19.5K | $2M | +1.26% |
| Q4 2020 | 19.5K | $3M | +1.32% |
| Q3 2020 | 19.7K | $2M | +1.31% |
| Q2 2020 | 4.9K | $2M | +1.38% |
| Q1 2020 | 5.1K | $1M | +1.23% |
| Q4 2019 | 5.0K | $1M | +1.19% |
| Q3 2019 | 5.1K | $1M | +1.13% |
| Q2 2019 | 3.7K | $741,000 | +0.69% |
| Q1 2019 | 3.7K | $711,000 | +0.61% |
| Q4 2018 | 3.7K | $581,000 | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Financial Strategies, LLC’s full portfolio or all institutional holders of AAPL.