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
Download as csvQuarterly reported holdings in Apple by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 24k | 254.63 |
| 2025-06-30 | $5.2M | 25k | 205.17 |
| 2025-03-31 | $5.4M | 25k | 222.13 |
| 2024-12-31 | $6.0M | 24k | 250.42 |
| 2024-09-30 | $6.1M | 26k | 233.00 |
| 2024-06-30 | $5.5M | 26k | 210.62 |
| 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 |
More positions owned by Legacy Capital Wealth Partners
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