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Apple shares owned by Rolek Wealth Management

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

Historical chart of Rolek Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $732k 2.9k 254.66
2025-06-30 $595k 2.9k 205.16
2025-03-31 $570k 2.8k 202.12
2024-12-31 $671k 2.7k 250.44

More positions owned by Rolek Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Oscar Health Cl A (OSCR)

View all positions for Rolek Wealth Management

Top funds holding Apple

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

View all funds holding Apple