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Apple shares owned by Ellsworth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Ellsworth Advisors from 13F filings

Historical chart of Ellsworth Advisors investment in Apple

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All positions including Apple held by Ellsworth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 34k 176.55
2023-12-31 $6.3M 33k 192.53
2023-09-30 $5.9M 34k 175.46
2023-06-30 $6.5M 33k 193.97
2023-03-31 $5.8M 35k 164.90
2022-12-31 $4.9M 36k 135.21
2022-09-30 $5.0M 36k 138.21
2022-06-30 $4.5M 33k 136.72
2022-03-31 $5.5M 33k 167.23
2021-12-31 $6.9M 39k 177.56
2021-09-30 $5.6M 40k 141.50
2021-06-30 $5.5M 40k 136.95
2021-03-31 $5.0M 41k 122.14
2020-12-31 $5.3M 40k 132.68
2020-09-30 $4.4M 38k 115.82
2020-06-30 $4.9M 13k 364.81