Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAdvisory Research Inc
Latest Disclosed Ownership10,895 shares
Latest Disclosed Value $ 2,765,042
Advisory Research Inc reports 7.61% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 10,895 shares of Apple Inc. (CH:AAPL) valued at $2,765,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 11,792 shares of Apple Inc.. This represents a change in shares of -7.61% 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 10,895 -897 -7.61 2,765 -13.73 0.2887
2026-02-13 2025-12-31 13F APPLE COM 037833100 11,792 7 0.06 3,206 6.83 0.4029
2025-11-13 2025-09-30 13F APPLE COM 037833100 11,785 -20,856 -63.90 3,001 -55.20 0.3941
2025-08-13 2025-06-30 13F APPLE COM 037833100 32,641 4,576 16.31 6,697 7.43 1.0288
2025-05-14 2025-03-31 13F APPLE COM 037833100 28,065 20,875 290.33 6,234 246.33 1.0989
2025-02-13 2024-12-31 13F APPLE COM 037833100 7,190 -4 -0.06 1,801 7.40 0.2993
2024-11-14 2024-09-30 13F APPLE COM 037833100 7,194 1,003 16.20 1,676 28.63 0.2978
2024-08-13 2024-06-30 13F APPLE COM 037833100 6,191 725 13.26 1,304 39.06 0.2453
2024-05-14 2024-03-31 13F APPLE COM 037833100 5,466 -51,795 -90.45 937 -91.50 0.1864
2024-02-13 2023-12-31 13F Apple COM 037833100 57,261 -13,308 -18.86 11,024 -8.76 1.7004
2023-11-13 2023-09-30 13F Apple COM 037833100 70,569 -761 -1.07 12,082 -12.67 1.6775
2023-08-14 2023-06-30 13F Apple COM 037833100 71,330 19,720 38.21 13,836 62.57 1.7742
2023-05-12 2023-03-31 13F Apple COM 037833100 51,610 -55,146 -51.66 8,510 -38.64 1.3987
2023-02-13 2022-12-31 13F Apple COM 037833100 106,756 -3,457 -3.14 13,871 -8.94 1.3047
2022-11-15 2022-09-30 13F Apple COM 037833100 110,213 27,751 33.65 15,231 35.10 1.4890
2022-08-17 2022-06-30 13F/A-1 Apple COM 037833100 82,462 78,561 2,013.87 11,274 1,555.51 1.1007
2022-08-15 2022-06-30 13F Apple COM 037833100 3,901 0 681 0.0420
2022-05-16 2022-03-31 13F Apple COM 037833100 3,901 -788 -16.81 681 -18.25 0.0546
2022-02-11 2021-12-31 13F Apple COM 037833100 4,689 37 0.80 833 26.60 0.0655
2021-11-12 2021-09-30 13F Apple COM 037833100 4,652 -33 -0.70 658 2.49 0.0423
2021-08-16 2021-06-30 13F Apple COM 037833100 4,685 -490 -9.47 642 1.58 0.0423
2021-05-12 2021-03-31 13F Apple COM 037833100 5,175 -1,055 -16.93 632 -23.58 0.0445
2021-02-12 2020-12-31 13F Apple COM 037833100 6,230 1,944 45.36 827 66.73 0.0606
2020-11-12 2020-09-30 13F Apple COM 037833100 4,286 3,176 286.13 496 22.47 0.0483
2020-08-13 2020-06-30 13F Apple COM 037833100 1,110 -261 -19.04 405 16.05 0.0360
2020-05-12 2020-03-31 13F Apple COM 037833100 1,371 38 2.85 349 -10.74 0.0242
2020-02-11 2019-12-31 13F Apple COM 037833100 1,333 -997 -42.79 391 -25.10 0.0180
2019-11-12 2019-09-30 13F Apple COM 037833100 2,330 878 60.47 522 81.88 0.0251
2019-08-14 2019-06-30 13F Apple COM 037833100 1,452 1,452 287 0.0056
2019-05-14 2019-03-31 13F Apple COM 037833100 0 -3,623 -100.00 0 -100.00
2019-02-13 2018-12-31 13F Apple COM 037833100 3,623 -573 -13.66 571 -39.70 0.0121
2018-11-13 2018-09-30 13F Apple COM 037833100 4,196 -55 -1.29 947 20.33 0.0155
2018-08-14 2018-06-30 13F Apple COM 037833100 4,251 -8,308 -66.15 787 -62.65 0.0126
2018-05-15 2018-03-31 13F Apple COM 037833100 12,559 -2,728 -17.85 2,107 -18.55 0.0379
2018-02-08 2017-12-31 13F Apple COM 037833100 15,287 1,374 9.88 2,587 20.66 0.0428
2017-11-14 2017-09-30 13F Apple COM 037833100 13,913 1,402 11.21 2,144 18.98 0.0341
2017-08-22 2017-06-30 13F/A-1 Apple COM 037833100 12,511 3,228 34.77 1,802 35.08 0.0284
2017-08-14 2017-06-30 13F APPLE COM 037833100 9,283 0 1,334
2017-05-15 2017-03-31 13F APPLE COM 037833100 9,283 -2,059 -18.15 1,334 1.52 0.0197
2017-02-13 2016-12-31 13F APPLE COM 037833100 11,342 2,495 28.20 1,314 31.40 0.0195
2016-11-14 2016-09-30 13F/A-1 APPLE COM 037833100 8,847 -23 -0.26 1,000 17.92 0.0163
2016-11-14 2016-09-30 13F APPLE COM 037833100 8,847 1,000
2016-08-15 2016-06-30 13F Apple COM 037833100 8,870 7 0.08 848 -12.22 0.0146
2016-05-16 2016-03-31 13F Apple COM 037833100 8,863 -1,595 -15.25 966 -12.26 0.0183
2016-02-16 2015-12-31 13F Apple COM 037833100 10,458 -2,442 -18.93 1,101 -22.63 0.0167
2015-11-13 2015-09-30 13F Apple COM 037833100 12,900 498 4.02 1,423 -8.55 0.0203
2015-08-17 2015-06-30 13F/A-1 Apple COM 037833100 12,402 -275 -2.17 1,556 -1.33 0.0177
2015-08-14 2015-06-30 13F Apple COM 037833100 12,402 1,556
2015-05-15 2015-03-31 13F Apple COM 037833100 12,677 -952 -6.99 1,577 4.85 0.0172
2015-02-13 2014-12-31 13F Apple COM 037833100 13,629 -55 -0.40 1,504 9.06 0.0157
2014-11-06 2014-09-30 13F Apple COM 037833100 13,684 -1,012 -6.89 1,379 0.95 0.0133
2014-08-14 2014-06-30 13F Apple COM 037833100 14,696 12,723 644.86 1,366 28.99 0.0127
2014-05-15 2014-03-31 13F APPLE COM 037833100 1,973 15 0.77 1,059 -3.55 0.0109
2014-02-14 2013-12-31 13F APPLE COM 037833100 1,958 -198 -9.18 1,098 6.81 0.0113
2013-11-14 2013-09-30 13F APPLE COM 037833100 2,156 7 0.33 1,028 20.66 0.0111
2013-08-08 2013-06-30 13F APPLE COM 037833100 2,149 2,149 852 0.0096
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.