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Apple shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 296k 47.38
2025-09-30 $13M 244k 54.61
2025-06-30 $11M 200k 56.32
2025-03-31 $12M 55k 222.13
2024-12-31 $14M 55k 250.42