Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership910,403 shares
Latest Disclosed Value $ 231,051,271
Apollon Wealth Management, LLC reports 8.09% increase in ownership of AAPL / Apple Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 910,403 shares of Apple Inc. (CH:AAPL) valued at $231,051,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 842,245 shares of Apple Inc.. This represents a change in shares of 8.09% 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)
2026-04-22 2026-03-31 13F APPLE COM 037833100 910,403 68,158 8.09 231,051 0.91 3.7549
2026-01-22 2025-12-31 13F APPLE COM 037833100 842,245 -2,295 -0.27 228,973 6.48 3.9682
2025-10-17 2025-09-30 13F APPLE COM 037833100 844,540 -10,790 -1.26 215,045 22.54 3.8250
2025-07-25 2025-06-30 13F APPLE COM 037833100 855,330 -9,216 -1.07 175,488 -8.62 3.4650
2025-05-02 2025-03-31 13F APPLE COM 037833100 864,546 59,849 7.44 192,042 -4.70 4.2245
2025-01-28 2024-12-31 13F APPLE COM 037833100 804,697 144,544 21.90 201,512 31.01 4.6465
2024-11-05 2024-09-30 13F APPLE COM 037833100 660,153 16,091 2.50 153,816 13.39 4.3496
2024-07-19 2024-06-30 13F APPLE COM 037833100 644,062 -5,187 -0.80 135,652 21.84 4.1304
2024-05-02 2024-03-31 13F APPLE COM 037833100 649,249 11,544 1.81 111,333 -9.32 3.5053
2024-02-06 2023-12-31 13F APPLE COM 037833100 637,705 112,687 21.46 122,777 36.59 4.2412
2023-11-14 2023-09-30 13F APPLE COM 037833100 525,018 -41,530 -7.33 89,888 -18.20 4.5132
2023-08-04 2023-06-30 13F APPLE COM 037833100 566,548 77,020 15.73 109,893 36.14 5.2998
2023-05-16 2023-03-31 13F APPLE COM 037833100 489,528 -3,465 -0.70 80,723 26.02 4.9511
2023-02-15 2022-12-31 13F APPLE COM 037833100 492,993 9,120 1.88 64,055 -4.21 4.5454
2022-11-08 2022-09-30 13F APPLE COM 037833100 483,873 24,617 5.36 66,871 6.50 5.5093
2022-08-11 2022-06-30 13F APPLE COM 037833100 459,256 -1,289 -0.28 62,789 -21.92 5.2269
2022-05-16 2022-03-31 13F APPLE COM 037833100 460,545 452,512 5,633.16 80,416 5,535.32 5.7134
2022-02-14 2021-12-31 13F APPLE COM 037833100 8,033 -354,785 -97.79 1,427 -97.22 0.1066
2021-11-15 2021-09-30 13F APPLE COM 037833100 362,818 35,351 10.80 51,339 14.47 7.0359
2021-08-12 2021-06-30 13F APPLE COM 037833100 327,467 4,882 1.51 44,850 13.82 8.0201
2021-05-17 2021-03-31 13F APPLE COM 037833100 322,585 112,386 53.47 39,404 41.28 7.6168
2021-01-29 2020-12-31 13F APPLE COM 037833100 210,199 60,105 40.04 27,891 60.46 7.5580
2020-11-03 2020-09-30 13F APPLE COM 037833100 150,094 125,169 502.18 17,382 91.16 7.8025
2020-08-14 2020-06-30 13F APPLE COM 037833100 24,925 8,869 55.24 9,093 122.70 5.0218
2020-05-08 2020-03-31 13F APPLE COM 037833100 16,056 701 4.57 4,083 -16.11 4.1904
2020-01-30 2019-12-31 13F APPLE COM 037833100 15,355 604 4.09 4,867 47.57 4.2962
2019-11-14 2019-09-30 13F APPLE COM 037833100 14,751 -194 -1.30 3,298 11.49 3.4563
2019-08-14 2019-06-30 13F APPLE COM 037833100 14,945 623 4.35 2,958 8.75 3.3964
2019-05-15 2019-03-31 13F APPLE COM 037833100 14,322 665 4.87 2,720 19.67 3.5862
2019-02-13 2018-12-31 13F APPLE COM 037833100 13,657 13,657 2,273 2.0949
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.