Robert Bruce’s AAPL Holdings & Trades

First Buy
Q1 2018
Duration Held
31 Quarters
Largest Add
Q1 2018
+341,200 Shares
Current Position
38,900 Shares
$9.91 M Value

Robert Bruce's AAPL Position Overview

Robert Bruce (via Bruce & Co., Inc.) currently holds 38,900 shares of Apple Inc. (AAPL) worth $9.91 M, representing 3.07% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.

Based on 13F filings, Robert Bruce has maintained a strategic position in AAPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 50,800 shares. Largest reduction occurred in Q4 2021, reducing 75,300 shares.

Analysis based on 13F filings available since 2013 Q2

Robert Bruce's Apple (AAPL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Apple (AAPL) Trades by Robert Bruce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2018 +341,200 New Buy 341,200 $41.94
Q2 2018 +1,200 Add 0.35% 342,400 $46.28
Q1 2019 +50,800 Add 14.84% 393,200 $47.49
Q2 2019 -42,800 Reduce 10.89% 350,400 $49.48
Q3 2020 -60,000 Reduce 17.12% 290,400 $115.81
Q1 2021 -10,000 Reduce 3.44% 280,400 $122.15
Q2 2021 -150 Reduce 0.05% 280,250 $136.96
Q3 2021 -37,550 Reduce 13.40% 242,700 $141.50
Q4 2021 -75,300 Reduce 31.03% 167,400 $177.57
Q1 2022 -30,000 Reduce 17.92% 137,400 $174.61
Q3 2022 -71,400 Reduce 51.97% 66,000 $138.20
Q4 2022 -1,500 Reduce 2.27% 64,500 $129.93
Q1 2023 -699 Reduce 1.08% 63,801 $164.90
Q2 2023 -5,000 Reduce 7.84% 58,801 $193.91
Q3 2023 -18,501 Reduce 31.46% 40,300 $171.21
Q4 2023 -5,200 Reduce 12.90% 35,100 $192.53
Q2 2024 +4,600 Add 13.11% 39,700 $210.62
Q4 2024 -800 Reduce 2.02% 38,900 $250.42

Robert Bruce's Apple Investment FAQs

Robert Bruce first purchased Apple Inc. (AAPL) in Q1 2018, acquiring 341,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Robert Bruce has held Apple Inc. (AAPL) for 31 quarters since Q1 2018.

Robert Bruce's largest addition to Apple Inc. (AAPL) was in Q1 2018, adding 341,200 shares worth $14.31 M.

According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 38,900 shares of Apple Inc. (AAPL), valued at approximately $9.91 M.

As of the Q3 2025 filing, Apple Inc. (AAPL) represents approximately 3.07% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings.

Robert Bruce's peak holding in Apple Inc. (AAPL) was 393,200 shares, as reported at the end of Q1 2019.