Apple shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 117k | 254.63 |
| 2025-06-30 | $119k | 24k | 4.87 |
| 2025-03-31 | $42M | 188k | 222.13 |
| 2024-12-31 | $43M | 172k | 250.42 |
| 2024-09-30 | $35M | 148k | 233.00 |
| 2024-06-30 | $31M | 147k | 210.62 |
| 2024-03-31 | $22M | 128k | 171.48 |
| 2023-12-31 | $25M | 130k | 192.53 |
| 2023-09-30 | $20M | 118k | 171.21 |
| 2023-06-30 | $21M | 109k | 193.97 |
| 2023-03-31 | $15M | 90k | 164.90 |
| 2022-12-31 | $11M | 83k | 129.93 |
| 2022-09-30 | $10M | 75k | 138.20 |
| 2022-06-30 | $10M | 76k | 136.72 |
| 2022-03-31 | $13M | 76k | 174.61 |
| 2021-12-31 | $9.7M | 55k | 177.57 |
| 2021-09-30 | $7.8M | 55k | 141.49 |
| 2021-06-30 | $7.5M | 55k | 136.96 |
| 2021-03-31 | $6.7M | 55k | 122.16 |
| 2020-12-31 | $6.9M | 52k | 132.69 |
| 2020-09-30 | $6.2M | 54k | 115.82 |
| 2020-06-30 | $4.8M | 13k | 364.79 |
| 2020-03-31 | $4.0M | 16k | 254.30 |
| 2019-12-31 | $5.4M | 18k | 293.67 |
| 2019-09-30 | $3.8M | 17k | 223.97 |
| 2019-06-30 | $3.4M | 17k | 197.94 |
| 2019-03-31 | $3.3M | 17k | 189.95 |
| 2018-12-31 | $2.6M | 17k | 157.76 |
| 2018-09-30 | $2.3M | 10k | 225.72 |
| 2018-06-30 | $1.3M | 7.1k | 185.07 |
| 2018-03-31 | $1.2M | 7.0k | 174.77 |
| 2017-12-31 | $1.1M | 6.6k | 169.15 |
| 2017-09-30 | $725k | 5.0k | 143.88 |
| 2017-06-30 | $725k | 5.0k | 143.88 |
| 2017-03-31 | $723k | 5.0k | 143.48 |
| 2016-12-31 | $589k | 5.1k | 115.74 |