Skip to main content

Rockline Wealth Management, LLC

SEC CIK
0002005098
Latest filing
Jul 24, 2026

AAPL holding history

Apple Inc. in every 13F filed by Rockline Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
134,864
Value
$39.0M
% of portfolio
7.5%
Quarters held
11
Since Q4 2023
Holdings of AAPL by Rockline Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134,864$39.0M7.5%−751−0.6%ReducedHolders
Q1 2026135,615$34.4M7.5%−5,287−3.8%ReducedHolders
Q4 2025140,902$38.3M7.8%+744+0.5%AddedHolders
Q3 2025140,158$35.7M7.4%−713−0.5%ReducedHolders
Q2 2025140,871$28.9M6.8%−2,425−1.7%ReducedHolders
Q1 2025143,296$31.8M8.9%−4,632−3.1%ReducedHolders
Q4 2024147,928$37.0M9.9%−1,099−0.7%ReducedHolders
Q3 2024149,027$34.7M9.8%+2,895+2.0%AddedHolders
Q2 2024146,132$30.8M9.5%+19,601+15.5%AddedHolders
Q1 2024126,531$21.7M7.6%+5,218+4.3%AddedHolders
Q4 2023121,313$23.4M9.7%–No prior filingHolders