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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

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Quarterly reported holdings in Apple by Brown Financial Advisory

Quarter filed Position value Share count Share price at filing
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

More positions owned by Brown Financial Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Brown Financial Advisory

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple