AAPL APPLE INC

Ownership history in Legacy Bridge, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Legacy Bridge, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.1% (2020 Q3)
Avg. % of fund
1.47%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,253 +1,171 +14.5% 1.02% $2.5M $271.61
2025 Q3 REDUCED 8,082 -10 -0.1% 0.86% $2.1M $254.15
2025 Q2 REDUCED 8,092 -544 -6.3% 0.79% $1.7M $204.55
2025 Q1 REDUCED 8,636 -298 -3.3% 1.07% $1.9M $221.17
2024 Q4 UNCHANGED 8,934 0% 1.17% $2.2M $249.06
2024 Q3 ADDED 8,934 +18 +0.2% 1.12% $2.1M $231.48
2024 Q2 REDUCED 8,916 -438 -4.7% 1.11% $1.9M $209.00
2024 Q1 REDUCED 9,354 -2,149 -18.7% 0.94% $1.6M $169.93
2023 Q4 REDUCED 11,503 -275 -2.3% 1.44% $2.2M $190.55
2023 Q3 ADDED 11,778 +28 +0.2% 1.44% $2.0M $169.23
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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