Apple shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Apple
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All positions including Apple held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 85k | 254.65 |
| 2025-06-30 | $20M | 95k | 205.17 |
| 2025-03-31 | $22M | 100k | 222.15 |
| 2024-12-31 | $24M | 96k | 250.44 |
| 2024-09-30 | $23M | 97k | 233.02 |
| 2024-06-30 | $21M | 98k | 210.64 |
| 2024-03-31 | $17M | 96k | 171.49 |
| 2023-12-31 | $18M | 92k | 192.54 |
| 2023-09-30 | $16M | 93k | 171.21 |
| 2023-06-30 | $18M | 94k | 193.97 |
| 2023-03-31 | $16M | 96k | 164.90 |
| 2022-12-31 | $12M | 92k | 129.93 |
| 2022-09-30 | $12M | 84k | 138.20 |
| 2022-06-30 | $11M | 83k | 136.72 |
| 2022-03-31 | $15M | 83k | 174.61 |
| 2021-12-31 | $15M | 82k | 177.56 |
| 2021-09-30 | $12M | 82k | 141.49 |