Apple shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Apple
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Quarterly reported holdings in Apple by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 74k | 233.00 |
| 2024-06-30 | $15M | 69k | 210.62 |
| 2024-03-31 | $12M | 70k | 171.48 |
| 2023-12-31 | $14M | 70k | 192.53 |
| 2023-09-30 | $12M | 71k | 171.21 |
| 2023-06-30 | $14M | 71k | 193.97 |
| 2023-03-31 | $12M | 71k | 164.90 |
| 2022-12-31 | $9.3M | 71k | 129.93 |
| 2022-09-30 | $10M | 72k | 138.20 |
| 2022-06-30 | $10M | 73k | 136.72 |
| 2022-03-31 | $13M | 72k | 174.61 |
| 2021-12-31 | $13M | 71k | 177.57 |
| 2021-09-30 | $10M | 72k | 141.50 |
| 2021-06-30 | $9.8M | 72k | 136.96 |
| 2021-03-31 | $8.7M | 72k | 122.15 |
| 2020-12-31 | $9.4M | 71k | 132.69 |
| 2020-09-30 | $6.6M | 57k | 115.81 |
| 2020-06-30 | $5.2M | 14k | 364.80 |
| 2020-03-31 | $3.6M | 14k | 254.29 |
| 2019-12-31 | $3.4M | 12k | 293.65 |
More positions owned by Legacy Wealth Management, LLC / MS
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