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Apple shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7M 23k 253.79

More positions owned by Legacy Wealth Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ab Active Etfs Conservative (BUFC)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Ab Active Etfs Ultra Short Incm (YEAR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Legacy Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple