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Apple shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 803 253.67

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Spdr Series Trust Bloomberg Intl T (BWX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Schwab Strategic Tr Us Reit Etf (SCHH)
World Gold Tr Spdr Gld Minis (GLDM)
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Upper Left Wealth Management

Top funds holding Apple

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

View all funds holding Apple