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Apple shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $453k 1.7k 271.82
2025-09-30 $435k 1.7k 254.59
2025-06-30 $351k 1.7k 205.23
2025-03-31 $369k 1.7k 222.16

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Chevron Corporation (CVX)

View all positions for Rochester Wealth Strategies

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple