Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAltman Advisors, Inc.
Latest Disclosed Ownership35,619 shares
Latest Disclosed Value $ 9,039,688
Altman Advisors, Inc. reports 2.57% increase in ownership of AAPL / Apple Inc.

On May 5, 2026 - Altman Advisors, Inc. filed a 13F-HR form disclosing ownership of 35,619 shares of Apple Inc. (CH:AAPL) valued at $9,039,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 34,728 shares of Apple Inc.. This represents a change in shares of 2.57% 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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 35,619 891 2.57 9,040 -4.26 3.7468
2026-02-04 2025-12-31 13F APPLE COM 037833100 34,728 -322 -0.92 9,441 5.79 3.5575
2025-11-13 2025-09-30 13F/A-1 APPLE COM 037833100 35,050 -78 -0.22 8,925 22.25 3.4146
2025-11-07 2025-09-30 13F APPLE COM 037833100 35,128 0 7,300 2.9875
2025-08-07 2025-06-30 13F APPLE COM 037833100 35,128 1,056 3.10 7,300 0.83 2.9820
2025-05-02 2025-03-31 13F APPLE COM 037833100 34,072 617 1.84 7,240 -13.57 3.3364
2025-02-13 2024-12-31 13F APPLE COM 037833100 33,455 175 0.53 8,378 8.03 3.5720
2024-11-08 2024-09-30 13F APPLE COM 037833100 33,280 -344 -1.02 7,754 9.50 3.4500
2024-08-08 2024-06-30 13F APPLE COM 037833100 33,624 -25 -0.07 7,082 23.77 4.0264
2024-05-09 2024-03-31 13F APPLE COM 037833100 33,649 5,247 18.47 5,721 4.63 2.7848
2024-02-08 2023-12-31 13F APPLE COM 037833100 28,402 287 1.02 5,468 13.61 2.8675
2023-11-14 2023-09-30 13F APPLE COM 037833100 28,115 2,717 10.70 4,814 72.02 3.0045
2023-05-09 2023-03-31 13F APPLE COM 037833100 25,398 539 2.17 2,798 -15.67 2.5611
2023-02-08 2022-12-31 13F APPLE COM 037833100 24,859 -798 -3.11 3,318 -6.43 2.0477
2022-11-08 2022-09-30 13F APPLE COM 037833100 25,657 -205 -0.79 3,546 -14.31 2.2386
2022-08-08 2022-06-30 13F APPLE COM 037833100 25,862 -270 -1.03 4,138 -9.31 2.3578
2022-05-09 2022-03-31 13F APPLE COM 037833100 26,132 232 0.90 4,563 8.49 2.3559
2022-02-08 2021-12-31 13F APPLE COM 037833100 25,900 3,326 14.73 4,206 24.36 2.5669
2021-11-09 2021-09-30 13F APPLE COM 037833100 22,574 -338 -1.48 3,382 1.05 1.8718
2021-08-13 2021-06-30 13F APPLE COM 037833100 22,912 1,343 6.23 3,347 27.36 1.8902
2021-05-14 2021-03-31 13F APPLE COM 037833100 21,569 968 4.70 2,628 -3.88 1.6961
2021-02-10 2020-12-31 13F APPLE COM 037833100 20,601 5,606 37.39 2,734 57.40 1.7163
2020-11-13 2020-09-30 13F APPLE COM 037833100 14,995 11,265 302.01 1,737 27.63 1.2307
2020-08-12 2020-06-30 13F APPLE COM 037833100 3,730 -167 -4.29 1,361 37.34 1.1569
2020-04-20 2020-03-31 13F APPLE COM 037833100 3,897 3,897 991 0.9203
2019-02-07 2018-12-31 13F APPLE COM 037833100 0 -11,470 -100.00 0 -100.00
2018-11-13 2018-09-30 13F APPLE COM 037833100 11,470 11,470 2,589 2.3282
2018-08-01 2018-06-30 13F APPLE COM 037833100 0 -11,981 -100.00 0 -100.00
2018-04-27 2018-03-31 13F APPLE COM 037833100 11,981 -5,923 -33.08 2,010 -33.66 1.9257
2018-02-15 2017-12-31 13F APPLE COM 037833100 17,904 17,904 3,030 2.6350
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.