Apple shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 975 | 254.63 |
| 2025-06-30 | $792k | 3.9k | 205.19 |
| 2025-03-31 | $653k | 2.9k | 222.13 |
| 2024-12-31 | $821k | 3.3k | 250.42 |
| 2024-09-30 | $757k | 3.2k | 233.00 |
| 2024-06-30 | $211k | 1.0k | 210.62 |
| 2024-03-31 | $323k | 1.9k | 171.47 |
| 2016-12-31 | $468 | 4 | 117.00 |