Apple shares owned by UMA Financial Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Apple
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Quarterly reported holdings in Apple by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 79k | 254.63 |
| 2025-06-30 | $16M | 77k | 205.17 |
| 2025-03-31 | $17M | 76k | 222.13 |
| 2024-12-31 | $19M | 76k | 250.42 |
| 2024-09-30 | $18M | 75k | 233.85 |
| 2024-06-30 | $18M | 75k | 234.82 |
| 2024-03-31 | $13M | 76k | 169.38 |
| 2023-12-31 | $15M | 75k | 193.89 |
| 2023-09-30 | $14M | 77k | 178.99 |
| 2023-06-30 | $16M | 81k | 192.46 |
| 2023-03-31 | $13M | 77k | 167.63 |
| 2022-12-31 | $11M | 75k | 142.53 |
| 2022-09-30 | $11M | 75k | 146.40 |
| 2022-06-30 | $12M | 75k | 161.51 |
| 2022-03-31 | $12M | 75k | 166.03 |
| 2021-12-31 | $13M | 75k | 172.17 |
| 2021-09-30 | $10M | 70k | 144.85 |
| 2021-06-30 | $10M | 69k | 146.79 |
| 2021-03-31 | $8.6M | 69k | 125.89 |
| 2020-12-31 | $8.9M | 69k | 129.70 |
| 2020-09-30 | $7.4M | 68k | 108.77 |
| 2020-06-30 | $7.6M | 17k | 450.94 |
| 2020-03-31 | $4.7M | 17k | 276.09 |
| 2019-12-31 | $5.4M | 17k | 316.95 |
| 2019-09-30 | $3.2M | 12k | 266.34 |