Tom Russo’s AAPL Holdings & Trades

First Buy
Q4 2017
Duration Held
32 Quarters
Largest Add
Q4 2017
+5,800 Shares
Current Position
4,699 Shares
$1.2 M Value

Tom Russo's AAPL Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 4,699 shares of Apple Inc. (AAPL) worth $1.2 M, representing 0.01% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 quarters.

Based on 13F filings, Tom Russo has maintained a strategic position in AAPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 3,600 shares. Largest reduction occurred in Q1 2021, reducing 2,400 shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's Apple (AAPL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Apple (AAPL) Trades by Tom Russo

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2017 +5,800 New Buy 5,800 $42.24
Q1 2018 +980 Add 16.90% 6,780 $41.89
Q3 2018 +3,600 Add 53.10% 10,380 $56.45
Q4 2018 -2,000 Reduce 19.27% 8,380 $39.38
Q4 2019 -400 Reduce 4.77% 7,980 $73.43
Q1 2020 +160 Add 2.01% 8,140 $63.51
Q3 2020 +908 Add 11.15% 9,048 $115.83
Q4 2020 -300 Reduce 3.32% 8,748 $132.72
Q1 2021 -2,400 Reduce 27.43% 6,348 $122.09
Q3 2021 +297 Add 4.68% 6,645 $141.46
Q4 2021 -160 Reduce 2.41% 6,485 $177.64
Q1 2022 +823 Add 12.69% 7,308 $174.60
Q2 2022 -150 Reduce 2.05% 7,158 $136.77
Q4 2022 -176 Reduce 2.46% 6,982 $129.93
Q2 2023 +582 Add 8.34% 7,564 $193.97
Q3 2023 +591 Add 7.81% 8,155 $171.21
Q4 2023 +1,119 Add 13.72% 9,274 $192.53
Q1 2024 -1,300 Reduce 14.02% 7,974 $171.48
Q2 2024 -1,175 Reduce 14.74% 6,799 $210.62
Q3 2024 -525 Reduce 7.72% 6,274 $233.00
Q4 2024 -470 Reduce 7.49% 5,804 $250.42
Q1 2025 -555 Reduce 9.56% 5,249 $222.13
Q2 2025 -100 Reduce 1.91% 5,149 $205.17
Q3 2025 -450 Reduce 8.74% 4,699 $254.63

Tom Russo's Apple Investment FAQs

Tom Russo first purchased Apple Inc. (AAPL) in Q4 2017, acquiring 5,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo has held Apple Inc. (AAPL) for 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's largest addition to Apple Inc. (AAPL) was in Q4 2017, adding 5,800 shares worth $245,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 4,699 shares of Apple Inc. (AAPL), valued at approximately $1.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Apple Inc. (AAPL) represents approximately 0.01% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's peak holding in Apple Inc. (AAPL) was 10,380 shares, as reported at the end of Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.