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Apple shares owned by Roxbury Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 14k 254.63
2025-06-30 $2.9M 14k 205.18
2025-03-31 $3.6M 15k 241.85
2024-12-31 $3.6M 15k 237.34

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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