Apple shares owned by Balanced Rock Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Balanced Rock Investment Advisors
from 13F filings
Historical chart of Balanced Rock Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Balanced Rock Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $603k | 2.4k | 254.63 |
| 2025-06-30 | $470k | 2.3k | 205.16 |
| 2025-03-31 | $478k | 2.2k | 222.11 |
| 2024-12-31 | $538k | 2.1k | 250.38 |
| 2024-09-30 | $478k | 2.1k | 232.96 |
| 2024-06-30 | $439k | 2.1k | 210.57 |
| 2024-03-31 | $370k | 2.2k | 171.51 |
More positions owned by Balanced Rock Investment Advisors
View all positions for Balanced Rock Investment Advisors