Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership99,690 shares
Latest Disclosed Value $ 25,300,351
180 Wealth Advisors, Llc reports 0.21% decrease in ownership of AAPL / Apple Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 99,690 shares of Apple Inc. (CH:AAPL) valued at $25,300,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 99,903 shares of Apple Inc.. This represents a change in shares of -0.21% during the quarter.

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)
2026-05-01 2026-03-31 13F APPLE COM 037833100 99,690 -213 -0.21 25,300 -6.84 2.8758
2026-01-09 2025-12-31 13F APPLE COM 037833100 99,903 -3,372 -3.27 27,160 3.28 3.0923
2025-10-16 2025-09-30 13F APPLE COM 037833100 103,275 -2,016 -1.91 26,297 21.73 3.2042
2025-07-31 2025-06-30 13F APPLE COM 037833100 105,291 1,384 1.33 21,603 -6.40 3.0129
2025-04-09 2025-03-31 13F APPLE COM 037833100 103,907 -2,946 -2.76 23,081 -13.75 3.6761
2025-01-14 2024-12-31 13F APPLE COM 037833100 106,853 -94 -0.09 26,758 7.38 4.1919
2024-11-01 2024-09-30 13F APPLE COM 037833100 106,947 -790 -0.73 24,919 1.64 3.9224
2024-07-16 2024-06-30 13F APPLE COM 037833100 107,737 452 0.42 24,518 33.27 3.9987
2024-04-16 2024-03-31 13F APPLE COM 037833100 107,285 1,803 1.71 18,397 -6.05 3.3069
2024-01-25 2023-12-31 13F APPLE COM 037833100 105,482 -608 -0.57 19,582 7.81 3.9188
2023-11-01 2023-09-30 13F APPLE COM 037833100 106,090 1,594 1.53 18,164 -9.69 4.0880
2023-07-12 2023-06-30 13F APPLE COM 037833100 104,496 -2,240 -2.10 20,111 14.27 4.4164
2023-04-07 2023-03-31 13F APPLE COM 037833100 106,736 -1,140 -1.06 17,601 13.34 4.0951
2023-02-02 2022-12-31 13F APPLE COM 037833100 107,876 -1,027 -0.94 15,530 3.18 3.6521
2022-10-12 2022-09-30 13F APPLE COM 037833100 108,903 1,273 1.18 15,050 0.65 4.1420
2022-07-11 2022-06-30 13F APPLE COM 037833100 107,630 -1,864 -1.70 14,953 -18.42 3.8180
2022-04-22 2022-03-31 13F APPLE COM 037833100 109,494 -676 -0.61 18,329 2.44 4.0002
2022-01-26 2021-12-31 13F APPLE COM 037833100 110,170 -2,040 -1.82 17,893 10.09 4.0171
2021-10-28 2021-09-30 13F APPLE COM 037833100 112,210 -157 -0.14 16,253 -0.66 3.5805
2021-08-13 2021-06-30 13F APPLE COM 037833100 112,367 -1,216 -1.07 16,361 14.84 3.7415
2021-05-25 2021-03-31 13F APPLE COM 037833100 113,583 5,367 4.96 14,247 2.99 3.5325
2021-01-27 2020-12-31 13F APPLE COM 037833100 108,216 15,902 17.23 13,833 27.52 3.9909
2020-10-23 2020-09-30 13F APPLE COM 037833100 92,314 67,723 275.40 10,848 14.49 4.0674
2020-07-21 2020-06-30 13F APPLE COM 037833100 24,591 -75 -0.30 9,475 56.84 3.7648
2020-04-09 2020-03-31 13F APPLE COM 037833100 24,666 436 1.80 6,041 -19.92 3.1357
2020-01-17 2019-12-31 13F APPLE COM 037833100 24,230 -88 -0.36 7,544 31.34 3.0077
2019-10-22 2019-09-30 13F APPLE COM 037833100 24,318 2,115 9.53 5,744 24.11 2.5398
2019-08-05 2019-06-30 13F APPLE COM 037833100 22,203 233 1.06 4,628 3.84 2.0828
2019-05-14 2019-03-31 13F APPLE COM 037833100 21,970 -680 -3.00 4,457 -12.83 2.0220
2019-01-15 2018-12-31 13F APPLE COM 037833100 22,650 0 0.00 5,113 0.00 2.3867
2018-11-14 2018-09-30 13F APPLE COM 037833100 22,650 2,027 9.83 5,113 33.92 2.3638
2018-08-08 2018-06-30 13F APPLE COM 037833100 20,623 277 1.36 3,818 11.83 1.8916
2018-06-01 2018-03-31 13F APPLE COM 037833100 20,346 -4,193 -17.09 3,414 -17.79 1.7726
2018-02-13 2017-12-31 13F APPLE COM 037833100 24,539 24,539 4,153 2.1142
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.