SEC 13F Intelligence

Ulland Investment Advisors, LLC / AAPL

Ulland Investment Advisors, LLC’s Apple Inc Position

Does Ulland Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 13.0K shares worth $3M (+2.82% of its 13F portfolio) as of Q1 2026, down from 13.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.0K
% of Portfolio
+2.82%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ4 ’24: $9MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.0K$3M+2.82%
Q4 202513.2K$4M+2.88%
Q3 202514.6K$4M+2.81%
Q2 202514.5K$3M+2.27%
Q1 202514.5K$3M+2.70%
Q4 202435.0K$9M+5.60%
Q3 202435.1K$8M+5.98%
Q2 202435.4K$7M+5.18%
Q1 202435.4K$6M+4.85%
Q4 202335.3K$7M+6.85%
Q3 202336.8K$6M+6.92%
Q2 202336.7K$7M+7.31%
Q1 202336.7K$6M+7.12%
Q4 202236.7K$5M+5.70%
Q3 202238.3K$5M+5.78%
Q2 202238.2K$5M+5.34%
Q1 202240.9K$7M+5.36%
Q4 202140.8K$7M+4.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of AAPL.