Form 13-F position report

APPLE INC;COM NPV

Reported by River Street Advisors LLC

Company profile Manager portfolio Source filing
AAPL CUSIP 037833100 Manager CIK 0001964897
Latest reported change

Reported 30,939 shares, down 298 (1.0%) from the prior quarter.

Reported value -8.5%; share count -1.0% vs. the prior quarter.

Reduced
% of reported 13F value 2.73% This manager · Q2 2025
Shares 30,939 Quarter-end amount reported
Reported value $6,347,786 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 33,220 +869 (2.7%) 3.41% $11,062,817 2026-10-22
Q2 2026 Added 32,351 +173 (0.5%) 2.76% $9,360,980 2026-07-21
Q1 2026 Added 32,178 +1,626 (5.3%) 2.76% $8,166,560 2026-04-21
Q4 2025 Reduced 30,552 -783 (-2.5%) 3.11% $8,305,963 2026-01-26
Q3 2025 Added 31,335 +396 (1.3%) 3.09% $7,978,869 2025-10-22
Q2 2025 Reduced 30,939 -298 (-1.0%) 2.73% $6,347,786 2025-07-21
Q1 2025 Added 31,237 +344 (1.1%) 3.44% $6,938,597 2025-04-21
Q4 2024 Reduced 30,893 -797 (-2.5%) 3.96% $7,736,137 2025-01-24
Q3 2024 Added 31,690 +15 (0.0%) 4.01% $7,383,687 2024-11-06
Q2 2024 Added 31,675 +1,034 (3.4%) 4.1% $6,671,315 2024-08-13
Q1 2024 Reduced 30,641 -281 (-0.9%) 3.55% $5,254,259 2024-04-17
Q4 2023 Added 30,922 +1,203 (4.0%) 4.75% $5,953,494 2024-01-30
Q3 2023 Added 29,719 +625 (2.1%) 4.8% $5,088,181 2023-10-26
Q2 2023 Reduced 29,094 -1,740 (-5.6%) 5.38% $5,643,429 2023-07-21
Q1 2023 Reduced 30,834 -237 (-0.8%) 5.0% $5,084,483 2023-05-03
Q4 2022 New 31,071 +31,071 (0.0%) 4.32% $4,037,056 2023-02-08
Institutional context

Who else reported the position

5734 managers reported APPLE INC;COM NPV for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 1,415,932,804 +15,141,995 4.7% $290,506,933,377 49 qtrs
BlackRock Inc Added 1,148,838,990 +8,636,120 4.49% $235,707,295,634 4 qtrs
STATE STREET CORPORATION Added 601,249,995 +5,224,229 4.62% $123,358,461,474 39 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 354,749,794 +4,942,638 5.08% $72,506,335,760 49 qtrs
FMR LLC Reduced 306,758,594 -21,341,586 3.55% $62,937,660,802 49 qtrs
BERKSHIRE HATHAWAY INC Reduced 280,000,000 -20,000,000 22.31% $57,447,600,000 38 qtrs
MORGAN STANLEY Reduced 233,198,646 -8,023,154 3.12% $47,845,366,966 49 qtrs
JPMorgan Chase & Co Added 214,606,399 +15,860,801 2.88% $44,031,145,768 49 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 202,720,404 -11,982,651 4.71% $41,592,146,000 49 qtrs
NORGES BANK Added 189,804,820 +7,952,726 4.86% $38,942,254,919 49 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 21, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
30,939

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.