Number of Shares
360,663.00
Current Holdings Value*
$80.11 Mil
% of Portfolio
7.37%
Total Estimate Gain
$106.58 Mil
% of Total Estimate Gain
600.80%

Edgemoor Investment Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Edgemoor Investment Advisors, Inc. held 360,663.00 shares of Apple Inc(AAPL), totaling $80.11 Mil. This investment constitutes 7.37% of their stock portfolio, and Edgemoor Investment Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Edgemoor Investment Advisors, Inc. has made 7 purchases of AAPL, at an average price of $21.41, for a total of 828,432.00 shares. In addition, there have been 29 sales at an average price of $100.65 for 467,769.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Edgemoor Investment Advisors, Inc.'s estimated gain on his AAPL holdings is $106.58 Mil, reflecting a 600.80% gain to date.

Edgemoor Investment Advisors, Inc. AAPL ($214.15) Holding Chart

Edgemoor Investment Advisors, Inc. AAPL ($214.15) 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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