Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionArista Wealth Management, LLC
Latest Disclosed Ownership73,378 shares
Latest Disclosed Value $ 18,622,689
Arista Wealth Management, LLC reports 0.94% decrease in ownership of AAPL / Apple Inc.

On April 30, 2026 - Arista Wealth Management, LLC filed a 13F-HR form disclosing ownership of 73,378 shares of Apple Inc. (CH:AAPL) valued at $18,622,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 74,078 shares of Apple Inc.. This represents a change in shares of -0.94% 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)
2026-04-30 2026-03-31 13F APPLE COM 037833100 73,378 -700 -0.94 18,623 -7.53 2.2668
2026-02-09 2025-12-31 13F APPLE COM 037833100 74,078 -1,423 -1.88 20,139 4.75 2.4764
2025-11-06 2025-09-30 13F APPLE COM 037833100 75,501 -1,955 -2.52 19,225 20.97 2.3918
2025-07-29 2025-06-30 13F APPLE COM 037833100 77,456 40,436 109.23 15,892 93.25 2.1984
2025-05-14 2025-03-31 13F APPLE COM 037833100 37,020 269 0.73 8,223 -10.65 1.9930
2025-02-13 2024-12-31 13F APPLE COM 037833100 36,751 101 0.28 9,203 7.78 2.2065
2024-10-30 2024-09-30 13F APPLE COM 037833100 36,650 655 1.82 8,539 12.64 2.0506
2024-08-13 2024-06-30 13F APPLE COM 037833100 35,995 23,708 192.95 7,581 259.97 1.9946
2024-04-22 2024-03-31 13F APPLE COM 037833100 12,287 -15,476 -55.74 2,107 -60.60 1.6092
2024-01-31 2023-12-31 13F APPLE COM 037833100 27,763 629 2.32 5,345 15.07 1.9576
2023-10-31 2023-09-30 13F APPLE COM 037833100 27,134 654 2.47 4,646 -9.56 1.8189
2023-07-20 2023-06-30 13F APPLE COM 037833100 26,480 -200 -0.75 5,136 16.75 2.1344
2023-04-27 2023-03-31 13F APPLE COM 037833100 26,680 261 0.99 4,399 28.06 2.3999
2023-02-13 2022-12-31 13F APPLE COM 037833100 26,419 26,419 3,436 2.1688
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.