Legacy Wealth Management Boosts Apple Stake

Institutional investor increases holdings in tech giant by 9.4% in Q4

Mar. 22, 2026 at 8:49am

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Legacy Wealth Management LLC MS, an institutional investor, increased its position in Apple Inc. (NASDAQ:AAPL) by 9.4% in the fourth quarter, according to a recent SEC filing. The firm now owns 109,653 shares of the iPhone maker's stock, valued at $29.81 million.

Why it matters

Apple is one of the most widely held and influential stocks, so changes in institutional ownership can provide insights into broader market sentiment and investment trends around the company.

The details

According to the filing, Legacy Wealth Management purchased an additional 9,429 shares of Apple stock during the fourth quarter, bringing its total holdings to 109,653 shares. Apple now comprises 8.0% of the firm's investment portfolio, making it the third-largest position.

  • The filing covers the fourth quarter of 2025.

The players

Legacy Wealth Management LLC MS

An institutional investor that manages a portfolio of investments, including a sizable position in Apple stock.

Apple Inc.

A multinational technology company known for its consumer electronics, software, and digital services, including the iPhone, iPad, and Mac product lines.

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The takeaway

This filing suggests that at least one major institutional investor remains bullish on Apple's long-term prospects, even as the stock has faced some volatility. The increase in Legacy Wealth Management's Apple holdings could signal broader confidence in the company's ability to maintain its market dominance.