Institutional & Family Asset Management, LLC / AAPL
Institutional & Family Asset Management, LLC’s Apple Inc Position
Does Institutional & Family Asset Management, LLC own Apple Inc (AAPL)? Yes — 50.4K shares worth $11M (+1.62% of its 13F portfolio) as of Q2 2024, up from 49.7K shares the prior filed quarter.
Position Value
$11M
Q2 2024
Shares
50.4K
% of Portfolio
+1.62%
Quarters Held
23
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 50.4K | $11M | +1.62% |
| Q1 2024 | 49.7K | $9M | +1.36% |
| Q4 2023 | 49.7K | $10M | +1.57% |
| Q3 2023 | 52.6K | $9M | +1.47% |
| Q2 2023 | 52.8K | $10M | +1.67% |
| Q1 2023 | 52.0K | $9M | +1.41% |
| Q4 2022 | 49.8K | $6M | +1.07% |
| Q3 2022 | 51.2K | $7M | +1.25% |
| Q2 2022 | 51.2K | $7M | +1.21% |
| Q1 2022 | 50.3K | $9M | +1.38% |
| Q4 2021 | 51.2K | $9M | +1.42% |
| Q3 2021 | 58.3K | $8M | +1.32% |
| Q2 2021 | 61.0K | $8M | +1.38% |
| Q1 2021 | 55.0K | $7M | +1.30% |
| Q4 2020 | 54.1K | $7M | +1.51% |
| Q3 2020 | 60.1K | $7M | +1.62% |
| Q2 2020 | 24.3K | $9M | +1.83% |
| Q1 2020 | 24.4K | $6M | +1.43% |
| Q4 2019 | 25.5K | $7M | +1.58% |
| Q3 2019 | 29.3K | $7M | +1.44% |
| Q2 2019 | 29.8K | $6M | +1.28% |
| Q1 2019 | 32.6K | $6M | +1.30% |
| Q4 2018 | 32.1K | $5M | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of AAPL.