Apple shares owned by Ullmann Financial
Historical chart of Ullmann Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.4M | 29k | 253.79 |
| 2025-12-31 | $7.2M | 27k | 270.37 |
| 2025-09-30 | $6.8M | 27k | 254.63 |
| 2025-06-30 | $5.3M | 26k | 205.17 |
| 2025-03-31 | $5.7M | 26k | 222.13 |
| 2024-12-31 | $7.0M | 28k | 250.42 |
| 2024-09-30 | $6.3M | 27k | 233.00 |
| 2024-03-31 | $4.2M | 24k | 171.48 |
| 2023-12-31 | $4.4M | 23k | 192.53 |
| 2023-09-30 | $3.4M | 20k | 171.21 |
| 2023-06-30 | $3.5M | 18k | 193.97 |
| 2023-03-31 | $2.9M | 18k | 164.90 |
| 2022-12-31 | $2.0M | 16k | 129.93 |
| 2022-09-30 | $2.2M | 16k | 138.19 |
| 2022-06-30 | $2.0M | 14k | 136.74 |
| 2022-03-31 | $1.9M | 11k | 174.57 |
| 2021-12-31 | $1.9M | 11k | 177.53 |
| 2021-09-30 | $1.5M | 10k | 141.49 |
| 2021-06-30 | $1.3M | 9.7k | 137.00 |
| 2021-03-31 | $1.3M | 10k | 122.20 |
| 2020-12-31 | $1.2M | 9.3k | 132.73 |
| 2020-09-30 | $953k | 8.2k | 115.82 |
| 2020-06-30 | $1.0M | 2.8k | 364.93 |
| 2020-03-31 | $711k | 2.8k | 254.20 |
| 2019-12-31 | $763k | 2.6k | 293.80 |
| 2019-09-30 | $781k | 3.5k | 223.85 |
| 2019-06-30 | $670k | 3.4k | 197.70 |
| 2019-03-31 | $589k | 3.1k | 190.06 |
| 2018-12-31 | $452k | 2.9k | 157.71 |
| 2018-09-30 | $646k | 2.9k | 225.40 |
| 2018-06-30 | $548k | 3.0k | 184.89 |
| 2018-03-31 | $280k | 1.7k | 167.46 |
| 2017-12-31 | $291k | 1.7k | 174.04 |
| 2017-06-30 | $286k | 2.0k | 143.86 |
| 2017-03-31 | $240k | 1.7k | 143.28 |
| 2016-12-31 | $220k | 1.7k | 128.73 |