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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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.0M 36k 192.53
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