Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership127,381 shares
Latest Disclosed Value $ 32,328,085
Atwood & Palmer Inc reports 1.45% increase in ownership of AAPL / Apple Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 127,381 shares of Apple Inc. (CH:AAPL) valued at $32,328,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 125,566 shares of Apple Inc.. This represents a change in shares of 1.45% 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)
2026-04-15 2026-03-31 13F APPLE COM 037833100 127,381 1,815 1.45 32,328 -5.30 1.8243
2026-01-28 2025-12-31 13F APPLE COM 037833100 125,566 -1,411 -1.11 34,136 5.58 1.9398
2025-10-15 2025-09-30 13F APPLE COM 037833100 126,977 -397 -0.31 32,332 23.72 1.8992
2025-07-08 2025-06-30 13F APPLE COM 037833100 127,374 -181 -0.14 26,133 -7.76 1.6337
2025-04-15 2025-03-31 13F APPLE COM 037833100 127,555 -964 -0.75 28,334 -11.96 1.9653
2025-01-16 2024-12-31 13F APPLE COM 037833100 128,519 -257 -0.20 32,184 7.26 2.2053
2024-10-07 2024-09-30 13F APPLE COM 037833100 128,776 932 0.73 30,005 11.43 2.0396
2024-07-10 2024-06-30 13F APPLE COM 037833100 127,844 -1,072 -0.83 26,927 21.80 2.0398
2024-04-10 2024-03-31 13F APPLE COM 037833100 128,916 929 0.73 22,107 -10.29 1.6774
2024-01-12 2023-12-31 13F APPLE COM 037833100 127,987 855 0.67 24,641 13.21 1.9911
2023-10-20 2023-09-30 13F APPLE COM 037833100 127,132 160 0.13 21,766 -11.62 1.9080
2023-07-18 2023-06-30 13F APPLE COM 037833100 126,972 -13,691 -9.73 24,629 6.18 2.2027
2023-04-21 2023-03-31 13F APPLE COM 037833100 140,663 -1,313 -0.92 23,195 25.75 2.1808
2023-01-31 2022-12-31 13F APPLE COM 037833100 141,976 2,309 1.65 18,447 -4.43 1.6669
2022-10-12 2022-09-30 13F APPLE COM 037833100 139,667 -2,916 -2.05 19,302 -0.98 1.9129
2022-07-21 2022-06-30 13F APPLE COM 037833100 142,583 -21,862 -13.29 19,494 -32.11 1.8988
2022-04-29 2022-03-31 13F APPLE COM 037833100 164,445 -2,450 -1.47 28,714 -3.11 2.4792
2022-01-24 2021-12-31 13F APPLE COM 037833100 166,895 -517 -0.31 29,636 25.10 2.4805
2021-10-29 2021-09-30 13F/A-1 APPLE COM 037833100 167,412 -183 -0.11 23,689 3.20 2.1140
2021-10-19 2021-09-30 13F APPLE COM 037833100 167,412 -183 23,689 2.1139
2021-07-26 2021-06-30 13F APPLE COM 037833100 167,595 3,868 2.36 22,954 14.78 2.0625
2021-04-26 2021-03-31 13F APPLE COM 037833100 163,727 24 0.01 19,999 -7.93 1.9244
2021-02-04 2020-12-31 13F APPLE COM 037833100 163,703 2,346 1.45 21,722 16.24 2.3322
2020-10-28 2020-09-30 13F APPLE COM 037833100 161,357 99,389 160.39 18,687 -17.34 2.3532
2020-07-24 2020-06-30 13F APPLE COM 037833100 61,968 -94 -0.15 22,606 43.24 3.0555
2020-04-20 2020-03-31 13F APPLE COM 037833100 62,062 -13,352 -17.70 15,782 -28.73 2.4786
2020-02-05 2019-12-31 13F APPLE COM 037833100 75,414 -1,035 -1.35 22,145 29.34 2.8464
2019-10-21 2019-09-30 13F APPLE COM 037833100 76,449 -540 -0.70 17,122 12.36 2.3075
2019-07-17 2019-06-30 13F APPLE COM 037833100 76,989 138 0.18 15,238 4.38 2.0580
2019-04-23 2019-03-31 13F APPLE COM 037833100 76,851 801 1.05 14,598 21.69 2.0669
2019-02-01 2018-12-31 13F APPLE COM 037833100 76,050 -582 -0.76 11,996 -30.65 1.9058
2018-10-29 2018-09-30 13F APPLE COM 037833100 76,632 498 0.65 17,299 22.75 2.2578
2018-07-19 2018-06-30 13F APPLE COM 037833100 76,134 -41,519 -35.29 14,093 -28.61 1.9342
2018-04-30 2018-03-31 13F APPLE COM 037833100 117,653 -494 -0.42 19,740 -1.27 2.8139
2018-02-08 2017-12-31 13F APPLE COM 037833100 118,147 913 0.78 19,994 10.66 2.8049
2017-10-16 2017-09-30 13F APPLE COM 037833100 117,234 -2,544 -2.12 18,068 4.74 2.6159
2017-08-08 2017-06-30 13F APPLE COM 037833100 119,778 1,353 1.14 17,250 1.39 2.7062
2017-04-28 2017-03-31 13F APPLE COM 037833100 118,425 -2,447 -2.02 17,013 21.53 2.7194
2017-02-06 2016-12-31 13F APPLE COM 037833100 120,872 2,643 2.24 13,999 4.74 2.5185
2016-11-08 2016-09-30 13F APPLE COM 037833100 118,229 -303 -0.26 13,366 17.95 2.4277
2016-07-21 2016-06-30 13F APPLE COM 037833100 118,532 -41 -0.03 11,332 -12.31 2.0482
2016-04-28 2016-03-31 13F APPLE COM 037833100 118,573 4,669 4.10 12,923 7.78 2.2975
2016-01-28 2015-12-31 13F APPLE COM 037833100 113,904 2,003 1.79 11,990 -2.86 2.2761
2015-11-12 2015-09-30 13F APPLE COM 037833100 111,901 42,257 60.68 12,343 41.31 2.4095
2015-07-31 2015-06-30 13F APPLE COM 037833100 69,644 638 0.92 8,735 1.74 1.5703
2015-05-05 2015-03-31 13F APPLE COM 037833100 69,006 55,211 400.22 8,586 463.76 1.5324
2015-02-17 2014-12-31 13F APPLE COM 037833100 13,795 25 0.18 1,523 11.49 0.2843
2014-12-02 2014-09-30 13F/A-1 APPLE COM 037833100 13,770 5,412 64.75 1,366 75.80 0.2580
2014-11-12 2014-09-30 13F APPLE COM 037833100 13,770 5,412 1,366 0.2502
2014-08-11 2014-06-30 13F APPLE COM 037833100 8,358 6,147 278.02 777 -34.54 0.2073
2014-04-11 2014-03-31 13F Apple Computer COM 037833100 2,211 79 3.71 1,187 -0.75 0.2777
2014-01-17 2013-12-31 13F Apple Computer COM 037833100 2,132 43 2.06 1,196 20.08 0.2951
2013-10-09 2013-09-30 13F Apple Computer COM 037833100 2,089 -8 -0.38 996 19.71 0.2748
2013-07-18 2013-06-30 13F Apple Computer COM 037833100 2,097 2,097 832 0.2250
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.