Ownership history in Cornerstone Advisory, LLC · 40 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in APPLE INC (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 | REDUCED | 114,120 | -1,748 | -1.5% | 2.96% | $31.0M | $271.61 |
| 2025 Q3 | ADDED | 115,868 | +1,735 | +1.5% | 2.90% | $29.5M | $254.15 |
| 2025 Q2 | REDUCED | 114,133 | -46 | -0.0% | 2.51% | $23.4M | $204.55 |
| 2025 Q1 | REDUCED | 114,179 | -739 | -0.6% | 2.65% | $22.7M | $221.17 |
| 2024 Q4 | REDUCED | 114,918 | -11,074 | -8.8% | 3.19% | $28.1M | $249.06 |
| 2024 Q3 | REDUCED | 125,992 | -745 | -0.6% | 3.86% | $29.4M | $231.48 |
| 2024 Q2 | ADDED | 126,737 | +1,978 | +1.6% | 3.75% | $26.7M | $209.00 |
| 2024 Q1 | REDUCED | 124,759 | -669 | -0.5% | 3.05% | $21.4M | $169.93 |
| 2023 Q4 | REDUCED | 125,428 | -3,883 | -3.0% | 3.77% | $24.1M | $190.55 |
| 2023 Q3 | ADDED | 129,311 | +746 | +0.6% | 3.87% | $22.1M | $169.23 |
As of 2025 Q4 — sorted by position size