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Apple shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by 55 North Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.6M 21k 271.86

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for 55 North Private Wealth

Top funds holding Apple

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

View all funds holding Apple