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Legacy Wealth Management, LLC / MS → AAPL
Legacy Wealth Management, LLC / MS AAPL Position History
Apple Inc. • Technology
Quarters held
4
Latest value
$22M
Q3 2026
Peak value
$31.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29.8M |
| Q1 2026 | $27.7M |
| Q2 2026 | $31.8M |
| Q3 2026 | $22M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22M | 66.1K | — | — |
| Q2 2026 | $31.8M | 109.8K | — | — |
| Q1 2026 | $27.7M | 109.2K | — | — |
| Q4 2025 | $29.8M | 109.7K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B