Apple shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in Apple
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Quarterly reported holdings in Apple by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.0k | 254.63 |
| 2025-06-30 | $939k | 4.6k | 205.16 |
| 2025-03-31 | $745k | 3.4k | 222.13 |
| 2024-12-31 | $776k | 3.4k | 227.63 |
| 2024-09-30 | $750k | 3.3k | 225.12 |