SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / AAPL

Legacy Wealth Management, LLC / Ms’s Apple Inc Position

Does Legacy Wealth Management, LLC / Ms own Apple Inc (AAPL)? Yes — 109.8K shares worth $32M (+8.16% of its 13F portfolio) as of Q2 2026, up from 109.2K shares the prior filed quarter.

Position Value
$32M
Q2 2026
Shares
109.8K
% of Portfolio
+8.16%
Quarters Held
7
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $17MQ4 ’24Q1 ’25: $53MQ1 ’25Q2 ’25: $22MQ2 ’25Q3 ’25: $26MQ3 ’25Q4 ’25: $30MQ4 ’25Q1 ’26: $28MQ1 ’26Q2 ’26: $32MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026109.8K$32M+8.16%
Q1 2026109.2K$28M+7.90%
Q4 2025109.7K$30M+7.96%
Q3 2025100.2K$26M+7.68%
Q2 2025109.3K$22M+6.82%
Q1 2025240.2K$53M+17.44%
Q4 202469.2K$17M+6.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Wealth Management, LLC / Ms’s full portfolio or all institutional holders of AAPL.