Apple shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Apple
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Quarterly reported holdings in Apple by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 28k | 254.63 |
| 2025-06-30 | $5.6M | 28k | 205.17 |
| 2025-03-31 | $6.0M | 27k | 222.13 |
| 2024-12-31 | $7.0M | 28k | 250.42 |
| 2024-09-30 | $6.7M | 29k | 233.00 |
| 2024-06-30 | $6.2M | 30k | 210.62 |
| 2024-03-31 | $5.3M | 31k | 171.48 |
| 2023-12-31 | $7.0M | 36k | 192.53 |
| 2023-09-30 | $5.9M | 35k | 171.21 |
| 2023-06-30 | $4.4M | 23k | 193.97 |
| 2023-03-31 | $4.0M | 24k | 164.90 |
| 2022-12-31 | $3.2M | 24k | 129.93 |
| 2022-09-30 | $3.5M | 26k | 138.20 |
| 2022-06-30 | $3.5M | 26k | 136.72 |
| 2022-03-31 | $4.8M | 28k | 174.31 |
| 2021-12-31 | $5.1M | 29k | 177.58 |
| 2021-09-30 | $4.1M | 29k | 141.49 |
| 2021-06-30 | $4.0M | 30k | 136.95 |
| 2021-03-31 | $3.9M | 32k | 122.15 |
| 2020-12-31 | $4.9M | 37k | 132.69 |
| 2020-09-30 | $3.3M | 28k | 115.83 |
| 2020-06-30 | $2.6M | 7.0k | 364.75 |
More positions owned by Rockbridge Investment Management, LCC
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