Apple shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Brown Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.6k | 254.65 |
| 2025-06-30 | $1.2M | 5.7k | 205.17 |
| 2025-03-31 | $837k | 3.8k | 222.12 |
| 2024-12-31 | $450k | 1.8k | 250.48 |
| 2024-09-30 | $318k | 1.4k | 232.92 |
| 2024-06-30 | $287k | 1.4k | 210.65 |
| 2024-03-31 | $225k | 1.3k | 171.45 |
| 2023-12-31 | $238k | 1.2k | 192.59 |
| 2023-09-30 | $212k | 1.2k | 171.21 |
| 2023-06-30 | $221k | 1.1k | 193.97 |
| 2021-12-31 | $273k | 1.5k | 177.62 |