Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership31,068 shares
Latest Disclosed Value $ 7,884,642
Benchmark Financial Wealth Advisors, LLC reports 1.28% increase in ownership of AAPL / Apple Inc.

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 31,068 shares of Apple Inc. (CH:AAPL) valued at $7,884,642 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 30,676 shares of Apple Inc.. This represents a change in shares of 1.28% 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)
2026-04-27 2026-03-31 13F APPLE COM 037833100 31,068 392 1.28 7,885 -5.46 2.1835
2026-01-27 2025-12-31 13F APPLE COM 037833100 30,676 699 2.33 8,340 9.26 2.3936
2025-10-22 2025-09-30 13F APPLE COM 037833100 29,977 1,917 6.83 7,633 32.57 2.2971
2025-08-05 2025-06-30 13F APPLE COM 037833100 28,060 -445 -1.56 5,757 -9.07 1.9035
2025-04-25 2025-03-31 13F APPLE COM 037833100 28,505 -9,660 -25.31 6,332 -33.76 2.3906
2025-01-27 2024-12-31 13F APPLE COM 037833100 38,165 976 2.62 9,557 10.31 3.0629
2024-10-30 2024-09-30 13F APPLE COM 037833100 37,189 1,902 5.39 8,665 16.58 2.8892
2024-07-23 2024-06-30 13F APPLE COM 037833100 35,287 -2,240 -5.97 7,432 15.49 2.7533
2024-04-22 2024-03-31 13F APPLE COM 037833100 37,527 546 1.48 6,435 -9.62 2.4588
2024-01-23 2023-12-31 13F APPLE COM 037833100 36,981 66 0.18 7,120 12.66 3.0683
2023-10-13 2023-09-30 13F APPLE COM 037833100 36,915 166 0.45 6,320 -11.34 2.9705
2023-07-25 2023-06-30 13F APPLE COM 037833100 36,749 -254 -0.69 7,128 16.83 3.3046
2023-04-28 2023-03-31 13F APPLE COM 037833100 37,003 -427 -1.14 6,102 25.46 3.1350
2023-01-23 2022-12-31 13F APPLE COM 037833100 37,430 -709 -1.86 4,863 -7.74 2.6458
2022-11-01 2022-09-30 13F APPLE COM 037833100 38,139 -488 -1.26 5,271 -0.19 3.1008
2022-07-22 2022-06-30 13F APPLE COM 037833100 38,627 687 1.81 5,281 -20.29 2.7060
2022-04-22 2022-03-31 13F APPLE COM 037833100 37,940 -535 -1.39 6,625 -3.03 2.8146
2022-01-26 2021-12-31 13F APPLE COM 037833100 38,475 956 2.55 6,832 28.69 2.8554
2021-10-26 2021-09-30 13F APPLE COM 037833100 37,519 -125 -0.33 5,309 2.97 2.5237
2021-07-26 2021-06-30 13F APPLE COM 037833100 37,644 150 0.40 5,156 12.58 2.4613
2021-04-26 2021-03-31 13F APPLE COM 037833100 37,494 -5,354 -12.50 4,580 -19.44 2.4990
2021-01-20 2020-12-31 13F APPLE COM 037833100 42,848 -1,405 -3.17 5,685 10.93 3.1279
2020-10-15 2020-09-30 13F APPLE COM 037833100 44,253 34,906 373.45 5,125 50.29 3.3026
2020-07-21 2020-06-30 13F APPLE COM 037833100 9,347 1,475 18.74 3,410 70.33 2.5075
2020-05-08 2020-03-31 13F APPLE COM 037833100 7,872 118 1.52 2,002 -12.08 2.0153
2020-01-31 2019-12-31 13F APPLE COM 037833100 7,754 -87 -1.11 2,277 29.67 1.8847
2019-11-01 2019-09-30 13F APPLE COM 037833100 7,841 -1,875 -19.30 1,756 -8.68 1.7217
2019-07-25 2019-06-30 13F APPLE COM 037833100 9,716 1,442 17.43 1,923 22.33 1.8760
2019-04-24 2019-03-31 13F APPLE COM 037833100 8,274 -552 -6.25 1,572 12.93 1.6420
2019-01-30 2018-12-31 13F APPLE COM 037833100 8,826 8,826 1,392 1.7256
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.