Number of Shares
740,600.00
Current Holdings Value*
$164.51 Mil
% of Portfolio
7.09%
Total Estimate Gain
$87.21 Mil
% of Total Estimate Gain
24.25%

Cornerstone Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Cornerstone Advisors, LLC held 740,600.00 shares of Apple Inc(AAPL), totaling $164.51 Mil. This investment constitutes 7.09% of their stock portfolio, and Cornerstone Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then Cornerstone Advisors, LLC has made 5 purchases of AAPL, at an average price of $137.73, for a total of 2.61 Mil shares. In addition, there have been 10 sales at an average price of $154.76 for 1.87 Mil shares. Based on historical transaction data and AAPL's current price of $212.48, Cornerstone Advisors, LLC's estimated gain on his AAPL holdings is $87.21 Mil, reflecting a 24.25% gain to date.

Cornerstone Advisors, LLC AAPL ($212.48) Holding Chart

Cornerstone Advisors, LLC AAPL ($212.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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