Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership76,889 shares
Latest Disclosed Value $ 19,513,748
Bedel Financial Consulting, Inc. reports 1.10% decrease in ownership of AAPL / Apple Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 76,889 shares of Apple Inc. (CH:AAPL) valued at $19,513,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 77,747 shares of Apple Inc.. This represents a change in shares of -1.10% 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)
2026-05-04 2026-03-31 13F APPLE COM 037833100 76,889 -858 -1.10 19,514 -7.68 2.1680
2026-01-28 2025-12-31 13F APPLE COM 037833100 77,747 -1,641 -2.07 21,136 4.56 2.2740
2025-11-07 2025-09-30 13F APPLE COM 037833100 79,388 -861 -1.07 20,215 22.78 2.5806
2025-08-12 2025-06-30 13F APPLE COM 037833100 80,249 -640 -0.79 16,465 2.53 2.2458
2025-05-07 2025-03-31 13F APPLE COM 037833100 80,889 268 0.33 16,057 -14.33 2.3007
2025-02-06 2024-12-31 13F APPLE COM 037833100 80,621 241 0.30 18,742 0.07 2.6026
2024-11-12 2024-09-30 13F APPLE COM 037833100 80,380 -1,462 -1.79 18,729 8.65 2.6425
2024-08-05 2024-06-30 13F APPLE COM 037833100 81,842 -401 -0.49 17,238 22.23 2.5261
2024-05-07 2024-03-31 13F APPLE COM 037833100 82,243 212 0.26 14,103 -10.71 2.2121
2024-02-13 2023-12-31 13F/A-1 APPLE COM 037833100 82,031 -888 -1.07 15,794 11.25 2.8943
2024-02-08 2023-12-31 13F APPLE COM 037833100 82,031 -888 15,794 2.8941
2024-02-08 2023-09-30 13F APPLE COM 037833100 82,919 814 0.99 14,196 -10.86 2.8742
2023-08-10 2023-06-30 13F APPLE COM 037833100 82,105 496 0.61 15,926 18.34 3.3271
2023-05-02 2023-03-31 13F APPLE COM 037833100 81,609 -2,693 -3.19 13,457 22.86 3.2773
2023-02-07 2022-12-31 13F APPLE COM 037833100 84,302 129 0.15 10,953 -6.33 2.7237
2022-11-08 2022-09-30 13F APPLE COM 037833100 84,173 1,370 1.65 11,693 3.29 3.0997
2022-08-04 2022-06-30 13F APPLE COM 037833100 82,803 371 0.45 11,321 -21.34 3.3117
2022-04-19 2022-03-31 13F APPLE COM 037833100 82,432 -459 -0.55 14,393 -2.21 4.5224
2022-01-11 2021-12-31 13F APPLE COM 037833100 82,891 287 0.35 14,719 25.93 4.5775
2021-10-12 2021-09-30 13F APPLE COM 037833100 82,604 -315 -0.38 11,688 2.91 4.0124
2021-08-03 2021-06-30 13F APPLE COM 037833100 82,919 3,416 4.30 11,357 16.95 3.9531
2021-04-26 2021-03-31 13F APPLE COM 037833100 79,503 -3,875 -4.65 9,711 -12.22 3.7565
2021-02-02 2020-12-31 13F APPLE COM 037833100 83,378 10,211 13.96 11,063 30.57 4.9088
2020-10-20 2020-09-30 13F APPLE COM 037833100 73,167 54,891 300.34 8,473 27.09 4.2364
2020-07-14 2020-06-30 13F APPLE COM 037833100 18,276 -736 -3.87 6,667 37.92 3.5946
2020-05-06 2020-03-31 13F APPLE COM 037833100 19,012 1,011 5.62 4,834 -8.55 3.1968
2020-01-28 2019-12-31 13F APPLE COM 037833100 18,001 251 1.41 5,286 32.95 2.9973
2019-10-09 2019-09-30 13F APPLE COM 037833100 17,750 -105 -0.59 3,976 12.51 2.3933
2019-08-01 2019-06-30 13F APPLE COM 037833100 17,855 -61 -0.34 3,534 3.85 2.1479
2019-05-02 2019-03-31 13F APPLE COM 037833100 17,916 523 3.01 3,403 24.02 2.1705
2019-01-28 2018-12-31 13F APPLE COM 037833100 17,393 110 0.64 2,744 -28.52 1.9744
2018-11-01 2018-09-30 13F APPLE COM 037833100 17,283 254 1.49 3,839 21.80 2.5619
2018-07-18 2018-06-30 13F APPLE COM 037833100 17,029 -602 -3.41 3,152 6.56 2.3182
2018-05-03 2018-03-31 13F APPLE COM 037833100 17,631 -453 -2.50 2,958 -3.33 2.2484
2018-02-06 2017-12-31 13F APPLE COM 037833100 18,084 18,084 3,060 2.7536
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.