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Legacy Financial Strategies, LLC → AAPL
Legacy Financial Strategies, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q3 2025 | $1.5M |
| Q4 2025 | $8.7M |
| Q1 2026 | $8.1M |
| Q2 2026 | $9.3M |
| Q3 2026 | $10.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.5M | 31.4K | — | — |
| Q2 2026 | $9.3M | 32.0K | — | — |
| Q1 2026 | $8.1M | 31.7K | — | — |
| Q4 2025 | $8.7M | 32.1K | — | — |
| Q3 2025 | $1.5M | 19.4K | — | — |
| Q3 2025 | $8.1M | 31.9K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B