Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionARS Investment Partners, LLC
Latest Disclosed Ownership334,764 shares
Latest Disclosed Value $ 84,959,781
ARS Investment Partners, LLC reports 5.19% increase in ownership of AAPL / Apple Inc.

On April 16, 2026 - ARS Investment Partners, LLC filed a 13F-HR form disclosing ownership of 334,764 shares of Apple Inc. (CH:AAPL) valued at $84,959,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 318,233 shares of Apple Inc.. This represents a change in shares of 5.19% 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)
2026-04-16 2026-03-31 13F APPLE COM 037833100 334,764 16,531 5.19 84,960 -1.80 4.4158
2026-02-05 2025-12-31 13F APPLE COM 037833100 318,233 -13,158 -3.97 86,515 2.53 5.0557
2025-10-15 2025-09-30 13F APPLE COM 037833100 331,391 -28,260 -7.86 84,382 14.36 5.5714
2025-08-11 2025-06-30 13F APPLE COM 037833100 359,651 -17,539 -4.65 73,790 -21.88 5.3823
2025-05-14 2025-03-31 13F APPLE COM 037833100 377,190 -1,422 -0.38 94,456 -0.38 8.5470
2025-01-16 2024-12-31 13F APPLE COM 037833100 378,612 11,705 3.19 94,812 10.90 8.5425
2024-10-16 2024-09-30 13F APPLE COM 037833100 366,907 -1,126 -0.31 85,489 10.29 7.6623
2024-07-17 2024-06-30 13F APPLE COM 037833100 368,033 -14,915 -3.89 77,515 18.04 7.4132
2024-05-02 2024-03-31 13F APPLE COM 037833100 382,948 -60,175 -13.58 65,668 -23.03 6.5433
2024-02-14 2023-12-31 13F APPLE COM 037833100 443,123 -13,635 -2.99 85,315 9.10 9.4533
2023-11-13 2023-09-30 13F APPLE COM 037833100 456,758 -2,182 -0.48 78,202 -12.15 9.6933
2023-07-11 2023-06-30 13F APPLE COM 037833100 458,940 -5,970 -1.28 89,021 16.12 10.4021
2023-04-05 2023-03-31 13F APPLE COM 037833100 464,910 -1,642 -0.35 76,664 26.47 9.2048
2023-01-25 2022-12-31 13F APPLE COM 037833100 466,552 -59,114 -11.25 60,619 -16.56 8.0639
2022-10-07 2022-09-30 13F APPLE COM 037833100 525,666 38,890 7.99 72,647 9.16 9.9894
2022-07-15 2022-06-30 13F APPLE COM 037833100 486,776 -19,547 -3.86 66,552 -24.72 9.0920
2022-05-16 2022-03-31 13F APPLE COM 037833100 506,323 -35,214 -6.50 88,409 -8.06 8.5240
2022-02-11 2021-12-31 13F APPLE COM 037833100 541,537 -8,039 -1.46 96,161 23.66 8.8318
2021-11-05 2021-09-30 13F APPLE COM 037833100 549,576 1,077 0.20 77,765 3.52 7.7822
2021-08-06 2021-06-30 13F APPLE COM 037833100 548,499 2,194 0.40 75,122 12.57 7.6564
2021-05-13 2021-03-31 13F APPLE COM 037833100 546,305 -8,400 -1.51 66,731 -9.34 7.7509
2021-02-09 2020-12-31 13F APPLE COM 037833100 554,705 -4,313 -0.77 73,604 13.69 9.0600
2020-11-12 2020-09-30 13F APPLE COM 037833100 559,018 401,932 255.87 64,740 12.97 10.1767
2020-08-13 2020-06-30 13F APPLE COM 037833100 157,086 6,627 4.40 57,305 49.78 10.7851
2020-05-12 2020-03-31 13F APPLE COM 037833100 150,459 -15,082 -9.11 38,260 -21.29 9.2372
2020-02-12 2019-12-31 13F APPLE COM 037833100 165,541 -18,844 -10.22 48,611 17.71 8.1702
2019-11-14 2019-09-30 13F APPLE COM 037833100 184,385 -23,950 -11.50 41,297 0.15 7.4191
2019-08-12 2019-06-30 13F APPLE COM 037833100 208,335 14,746 7.62 41,234 12.13 6.9308
2019-05-09 2019-03-31 13F APPLE COM 037833100 193,589 -1,342 -0.69 36,772 19.59 6.6557
2019-02-13 2018-12-31 13F APPLE COM 037833100 194,931 -4,339 -2.18 30,748 -31.65 6.5068
2018-11-13 2018-09-30 13F APPLE COM 037833100 199,270 870 0.44 44,983 22.48 6.9683
2018-11-13 2018-06-30 13F/A-1 APPLE COM 037833100 198,400 519 0.26 36,726 10.62 5.8606
2018-08-13 2018-06-30 13F APPLE COM 037833100 198,400 519 36,726
2018-05-04 2018-03-31 13F APPLE COM 037833100 197,881 2,550 1.31 33,200 0.44 4.0665
2018-02-14 2017-12-31 13F APPLE INC COM COM 037833100 195,331 -26,865 -12.09 33,056 -3.47 3.9971
2017-11-14 2017-09-30 13F APPLE COM 037833100 222,196 -318 -0.14 34,245 6.86 4.4117
2017-08-04 2017-06-30 13F APPLE INC COM CS 037833100 222,514 -1,803 -0.80 32,046 -0.56 4.4269
2017-05-10 2017-03-31 13F APPLE INC COM CS 037833100 224,317 -87 -0.04 32,225 23.99 4.6830
2017-02-15 2016-12-31 13F APPLE COMPUTER CS 037833100 224,404 224,404 25,990 4.0008
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.