Apple Inc.
AT ˙ WBAG ˙ US0378331005
266,90 € ↓ -2,10 (-0,78%)
2026-06-04
DEL PRIS
SecurityAT:AAPL / Apple Inc.
InstitutionMadden Advisory Services, Inc.
Latest Disclosed Ownership4,259 shares
Latest Disclosed Value $ 1,080,766
Madden Advisory Services, Inc. reports 8.64% decrease in ownership of AAPL / Apple Inc.

On May 11, 2026 - Madden Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 4,259 shares of Apple Inc. (AT:AAPL) valued at $916,324 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,662 shares of Apple Inc.. This represents a change in shares of -8.64% during the quarter. The current value of the position is $1,136,727 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F APPLE COM 037833100 4,259 -403 -8.64 1,081 -14.76 0.4257
2026-02-11 2025-12-31 13F APPLE COM 037833100 4,662 -42 -0.89 1,267 5.85 0.5097
2025-10-24 2025-09-30 13F APPLE COM 037833100 4,704 -206 -4.20 1,198 18.87 0.4639
2025-07-23 2025-06-30 13F APPLE COM 037833100 4,910 17 0.35 1,007 -7.36 0.4293
2025-05-06 2025-03-31 13F APPLE COM 037833100 4,893 7 0.14 1,087 -11.12 0.5066
2025-02-13 2024-12-31 13F APPLE COM 037833100 4,886 -93 -1.87 1,224 5.43 0.5681
2024-10-30 2024-09-30 13F APPLE COM 037833100 4,979 -255 -4.87 1,160 5.26 0.5313
2024-08-07 2024-06-30 13F APPLE COM 037833100 5,234 431 8.97 1,102 33.90 0.5604
2024-05-03 2024-03-31 13F APPLE COM 037833100 4,803 -125 -2.54 824 -13.19 0.4340
2024-02-12 2023-12-31 13F APPLE COM 037833100 4,928 -1,246 -20.18 949 -10.23 0.5347
2023-11-13 2023-09-30 13F APPLE COM 037833100 6,174 2,392 63.25 1,057 44.07 0.6686
2023-08-07 2023-06-30 13F APPLE COM 037833100 3,782 -428 -10.17 734 5.62 0.4748
2023-04-25 2023-03-31 13F APPLE COM 037833100 4,210 28 0.67 694 27.81 0.4873
2023-02-14 2022-12-31 13F APPLE COM 037833100 4,182 3 0.07 543 -6.06 0.4065
2022-11-09 2022-09-30 13F APPLE COM 037833100 4,179 3 0.07 578 1.23 0.4618
2022-07-29 2022-06-30 13F APPLE COM 037833100 4,176 3 0.07 571 -21.67 0.4323
2022-05-02 2022-03-31 13F/A-1 APPLE COM 037833100 4,173 21 0.51 729 -1.09 0.4953
2022-04-18 2022-03-31 13F APPLE COM 037833100 4,173 21 729 0.5048
2022-02-08 2021-12-31 13F APPLE COM 037833100 4,152 223 5.68 737 32.55 0.4838
2021-11-12 2021-09-30 13F APPLE COM 037833100 3,929 161 4.27 556 7.75 0.3976
2021-08-10 2021-06-30 13F APPLE COM 037833100 3,768 29 0.78 516 12.91 0.3816
2021-05-04 2021-03-31 13F APPLE COM 037833100 3,739 -113 -2.93 457 -10.57 0.3577
2021-01-28 2020-12-31 13F APPLE COM 037833100 3,852 21 0.55 511 15.35 0.4291
2020-10-30 2020-09-30 13F APPLE COM 037833100 3,831 3,248 557.12 443 108.96 0.4222
2020-08-10 2020-06-30 13F APPLE COM 037833100 583 583 212 0.2199
2017-08-11 2017-06-30 13F APPLE COM 037833100 0 -412 -100.00 0 -100.00
2017-05-11 2017-03-31 13F APPLE COM 037833100 412 412 59 0.0381
2016-05-10 2016-03-31 13F APPLE COM 037833100 0 0 0 0.0000
2016-02-10 2015-12-31 13F APPLE COM 037833100 0 -762 -100.00 0 -100.00
2015-10-29 2015-09-30 13F APPLE COM 037833100 762 109 16.69 84 3.70 0.0551
2015-07-24 2015-06-30 13F APPLE COM 037833100 653 653 0.00 81 0.0485
2015-02-03 2014-12-31 13F APPLE COM 037833100 0 -4,555 -100.00 0 -100.00
2014-11-12 2014-09-30 13F APPLE COM 037833100 4,555 -1,196 -20.80 459 -14.21 0.2381
2014-08-11 2014-06-30 13F APPLE COM 037833100 5,751 5,268 1,090.68 535 105.77 0.2724
2014-05-12 2014-03-31 13F APPLE COM 037833100 483 -9 -1.83 260 -5.80 0.1423
2014-01-30 2013-12-31 13F APPLE COM 037833100 492 276 127.78 276 167.96 0.2074
2013-11-12 2013-09-30 13F APPLE COM 037833100 216 -194 -47.32 103 -36.81 0.0898
2013-07-15 2013-06-30 13F APPLE COM 037833100 410 410 163 0.1339
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.