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Apple shares owned by Legacy Capital Wealth Management

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

Historical chart of Legacy Capital Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Legacy Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 14k 250.42

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Royal Caribbean Cruises (RCL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Sterling Construction Company (STRL)
Meta Platforms Cl A (META)
S&p Global (SPGI)
Arista Networks Com Shs (ANET)

View all positions for Legacy Capital Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple