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Apple shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 8.9k 165.02
2023-09-30 $4.1M 24k 171.21
2023-03-31 $3.4M 20k 164.90
2022-09-30 $228k 1.6k 138.35
2022-06-30 $225k 1.6k 136.70
2022-03-31 $287k 1.6k 174.57
2021-12-31 $291k 1.6k 177.22
2021-09-30 $230k 1.6k 141.54
2021-06-30 $223k 1.6k 136.98
2020-12-31 $435k 3.3k 132.62