Ownership history in Bruce & Co., Inc. · 32 quarters on record
This page tracks every 13F SEC filing in which Bruce & Co., Inc. reported a position in Apple (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 38,900 | — | 0% | 3.28% | $10.6M | $271.61 |
| 2025 Q3 | UNCHANGED | 38,900 | — | 0% | 3.07% | $9.9M | $254.15 |
| 2025 Q2 | UNCHANGED | 38,900 | — | 0% | 2.59% | $8.0M | $204.55 |
| 2025 Q1 | UNCHANGED | 38,900 | — | 0% | 2.77% | $8.6M | $221.17 |
| 2024 Q4 | REDUCED | 38,900 | -800 | -2.0% | 3.13% | $9.7M | $249.06 |
| 2024 Q3 | UNCHANGED | 39,700 | — | 0% | 2.69% | $9.3M | $231.48 |
| 2024 Q2 | ADDED | 39,700 | +4,600 | +13.1% | 2.75% | $8.4M | $209.00 |
| 2024 Q1 | UNCHANGED | 35,100 | — | 0% | 2.00% | $6.0M | $169.93 |
| 2023 Q4 | REDUCED | 35,100 | -5,200 | -12.9% | 2.36% | $6.8M | $190.55 |
| 2023 Q3 | REDUCED | 40,300 | -18,501 | -31.5% | 2.35% | $6.9M | $169.23 |
As of 2025 Q4 — sorted by position size