Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBarton Investment Management
Latest Disclosed Ownership24,862 shares
Latest Disclosed Value $ 6,309,727
Barton Investment Management reports 2.13% decrease in ownership of AAPL / Apple Inc.

On April 20, 2026 - Barton Investment Management filed a 13F-HR form disclosing ownership of 24,862 shares of Apple Inc. (CH:AAPL) valued at $6,309,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 25,402 shares of Apple Inc.. This represents a change in shares of -2.13% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 24,862 -540 -2.13 6,310 -8.63 0.7914
2026-01-21 2025-12-31 13F APPLE COM 037833100 25,402 -2,927 -10.33 6,906 -4.27 0.7441
2025-10-21 2025-09-30 13F APPLE COM 037833100 28,329 -455 -1.58 7,213 22.15 0.7347
2025-07-21 2025-06-30 13F APPLE COM 037833100 28,784 -410 -1.40 5,906 -8.93 0.6119
2025-04-11 2025-03-31 13F APPLE COM 037833100 29,194 0 0.00 6,485 -11.30 0.7966
2025-01-27 2024-12-31 13F APPLE COM 037833100 29,194 -2,150 -6.86 7,311 0.10 0.7754
2024-10-17 2024-09-30 13F APPLE COM 037833100 31,344 0 0.00 7,303 10.63 0.9132
2024-07-18 2024-06-30 13F APPLE COM 037833100 31,344 -1,700 -5.14 6,602 16.50 0.8782
2024-04-26 2024-03-31 13F APPLE COM 037833100 33,044 75 0.23 5,666 -10.73 0.6875
2024-01-24 2023-12-31 13F/A-1 APPLE COM 037833100 32,969 0 0.00 6,348 12.46 0.8324
2024-01-23 2023-12-31 13F APPLE COM 037833100 32,969 0 5,645 0.9112
2023-10-16 2023-09-30 13F APPLE COM 037833100 32,969 -760 -2.25 5,645 -13.73 0.9115
2023-07-24 2023-06-30 13F APPLE COM 037833100 33,729 110 0.33 6,542 18.02 0.9826
2023-04-18 2023-03-31 13F APPLE COM 037833100 33,619 -285 -0.84 5,544 25.83 0.9752
2023-01-26 2022-12-31 13F APPLE COM 037833100 33,904 1,444 4.45 4,405 -1.81 0.8660
2022-10-20 2022-09-30 13F Apple Computer COM 037833100 32,460 0 0.00 4,486 1.08 0.9125
2022-07-15 2022-06-30 13F Apple Computer COM 037833100 32,460 0 0.00 4,438 -21.70 0.8970
2022-04-20 2022-03-31 13F Apple Computer COM 037833100 32,460 -125 -0.38 5,668 -2.04 0.7180
2022-01-18 2021-12-31 13F Apple Computer COM 037833100 32,585 5,245 19.18 5,786 49.55 0.5026
2021-10-18 2021-09-30 13F Apple Computer COM 037833100 27,340 0 0.00 3,869 3.34 0.3238
2021-07-26 2021-06-30 13F Apple Computer COM 037833100 27,340 -200 -0.73 3,744 11.30 0.3073
2021-04-16 2021-03-31 13F Apple Computer COM 037833100 27,540 7,486 37.33 3,364 26.42 0.3133
2021-01-13 2020-12-31 13F Apple Computer COM 037833100 20,054 -206 -1.02 2,661 13.43 0.2284
2020-10-19 2020-09-30 13F Apple Computer COM 037833100 20,260 15,195 300.00 2,346 26.95 0.2254
2020-08-17 2020-06-30 13F Apple Computer COM 037833100 5,065 0 0.00 1,848 43.48 0.1879
2020-04-30 2020-03-31 13F Apple Computer COM 037833100 5,065 105 2.12 1,288 -11.60 0.1997
2020-01-22 2019-12-31 13F Apple Computer COM 037833100 4,960 0 0.00 1,457 31.14 0.2263
2019-10-16 2019-09-30 13F Apple Computer COM 037833100 4,960 0 0.00 1,111 13.14 0.1862
2019-07-18 2019-06-30 13F Apple Computer COM 037833100 4,960 -480 -8.82 982 -4.94 0.1468
2019-04-24 2019-03-31 13F Apple Computer COM 037833100 5,440 95 1.78 1,033 22.54 0.1724
2019-01-22 2018-12-31 13F/A-1 Apple Computer COM 037833100 5,345 280 5.53 843 -26.25 0.1684
2019-01-16 2018-12-31 13F Apple Computer COM 037833100 5,265 200 831
2018-10-23 2018-09-30 13F Apple Computer COM 037833100 5,065 -50 -0.98 1,143 20.82 0.1769
2018-07-18 2018-06-30 13F Apple Computer COM 037833100 5,115 180 3.65 946 14.25 0.1530
2018-04-18 2018-03-31 13F/A-1 Apple Computer Equities 037833100 4,935 0 0.00 828 -0.84 0.1527
2018-04-17 2018-03-31 13F Apple Computer COM 037833100 1,150 -3,785 193
2018-01-18 2017-12-31 13F Apple Computer COM 037833100 4,935 -50 -1.00 835 8.72 0.1833
2017-10-30 2017-09-30 13F Apple Computer COM 037833100 4,985 0 0.00 768 6.96 0.1821
2017-07-25 2017-06-30 13F Apple Computer COM 037833100 4,985 0 0.00 718 0.28 0.1895
2017-04-26 2017-03-31 13F Apple Computer COM 037833100 4,985 100 2.05 716 26.73 0.2082
2017-01-24 2016-12-31 13F Apple Computer COM 037833100 4,885 0 0.00 565 2.36 0.1879
2016-11-08 2016-09-30 13F Apple Computer Com 037833100 4,885 0 0.00 552 18.20 0.1859
2016-08-03 2016-06-30 13F Apple Computer Equities 037833100 4,885 -2,716 -35.73 467 -43.60 0.1699
2016-04-28 2016-03-31 13F Apple Computer COM 037833100 7,601 2,656 53.71 828 58.93 0.2271
2016-02-08 2015-12-31 13F Apple Computer COM 037833100 4,945 0 0.00 521 -4.40 0.1709
2015-11-06 2015-09-30 13F Apple Computer COM 037833100 4,945 -130 -2.56 545 -14.44 0.1980
2015-08-18 2015-06-30 13F Apple Computer COM 037833100 5,075 -350 -6.45 637 -5.63 0.2254
2015-05-07 2015-03-31 13F Apple Computer COM 037833100 5,425 0 0.00 675 12.69 0.2488
2015-02-06 2014-12-31 13F Apple Computer COM 037833100 5,425 0 0.00 599 9.51 0.2294
2014-11-14 2014-09-30 13F Apple Computer COM 037833100 5,425 -2,100 -27.91 547 -21.75 0.2093
2014-08-11 2014-06-30 13F Apple Computer COM 037833100 7,525 6,450 600.00 699 21.14 0.2732
2014-05-08 2014-03-31 13F Apple Computer COM 037833100 1,075 -69 -6.03 577 -10.12 0.2360
2014-02-11 2013-12-31 13F Apple Computer COM 037833100 1,144 19 1.69 642 19.78 0.2571
2013-11-07 2013-09-30 13F Apple Computer COM 037833100 1,125 0 0.00 536 20.18 0.2424
2013-08-09 2013-06-30 13F Apple Computer COM 037833100 1,125 1,125 446 0.2306
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.