Apple shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in Apple
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All positions including Apple held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $15M | 104k | 141.10 |
| 2021-06-30 | $13M | 97k | 136.86 |
| 2021-03-31 | $10M | 84k | 122.00 |
| 2020-12-31 | $6.7M | 51k | 132.35 |
| 2020-09-30 | $7.2M | 62k | 115.69 |
| 2020-06-30 | $5.5M | 15k | 362.71 |
| 2020-03-31 | $5.4M | 21k | 253.62 |
| 2019-12-31 | $6.0M | 21k | 293.17 |
| 2019-09-30 | $4.7M | 21k | 223.98 |
| 2019-06-30 | $4.2M | 21k | 197.37 |
| 2019-03-31 | $2.4M | 13k | 189.23 |
| 2018-12-31 | $2.5M | 16k | 157.50 |
| 2018-09-30 | $2.8M | 13k | 223.60 |
| 2018-06-30 | $2.4M | 13k | 183.57 |
| 2018-03-31 | $1.9M | 11k | 168.67 |
| 2017-12-31 | $1.7M | 10k | 169.27 |