Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBoston Research & Management Inc
Latest Disclosed Ownership49,674 shares
Latest Disclosed Value $ 12,606
Boston Research & Management Inc reports 7.30% decrease in ownership of AAPL / Apple Inc.

On April 10, 2026 - Boston Research & Management Inc filed a 13F-HR form disclosing ownership of 49,674 shares of Apple Inc. (CH:AAPL) valued at $12,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 53,583 shares of Apple Inc.. This represents a change in shares of -7.30% 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)
2026-04-10 2026-03-31 13F Apple COM 037833100 49,674 -3,909 -7.30 13 -14.29 2.9944
2026-02-11 2025-12-31 13F Apple COM 037833100 53,583 -4,556 -7.84 15 0.00 3.3589
2025-11-12 2025-09-30 13F Apple COM 037833100 58,139 921 1.61 15 27.27 3.2651
2025-08-12 2025-06-30 13F Apple COM 037833100 57,218 672 1.19 12 -8.33 2.8059
2025-05-12 2025-03-31 13F Apple COM 037833100 56,546 -519 -0.91 13 -14.29 3.1190
2025-02-12 2024-12-31 13F Apple COM 037833100 57,065 -436 -0.76 14 7.69 3.5078
2024-11-12 2024-09-30 13F Apple COM 037833100 57,501 -498 -0.86 13 8.33 3.1472
2024-08-13 2024-06-30 13F Apple COM 037833100 57,999 -822 -1.40 12 20.00 3.0888
2024-05-14 2024-03-31 13F Apple COM 037833100 58,821 360 0.62 10 -9.09 2.4930
2024-02-12 2023-12-31 13F Apple COM 037833100 58,461 1,867 3.30 11 22.22 2.9881
2023-11-13 2023-09-30 13F Apple COM 037833100 56,594 -696 -1.21 10 -18.18 2.8638
2023-08-01 2023-06-30 13F Apple COM 037833100 57,290 -530 -0.92 11 22.22 3.1464
2023-05-10 2023-03-31 13F Apple COM 037833100 57,820 114 0.20 10 28.57 2.8474
2023-02-13 2022-12-31 13F Apple COM 037833100 57,706 -44 -0.08 7 -99.91 2.3197
2022-11-14 2022-09-30 13F Apple COM 037833100 57,750 -14 -0.02 7,981 1.06 2.7190
2022-08-11 2022-06-30 13F Apple COM 037833100 57,764 455 0.79 7,897 -21.08 2.5579
2022-05-12 2022-03-31 13F Apple COM 037833100 57,309 -3,514 -5.78 10,006 -7.35 2.9048
2022-02-10 2021-12-31 13F Apple COM 037833100 60,823 -2,640 -4.16 10,800 20.27 2.9488
2021-11-10 2021-09-30 13F/A-1 Apple COM 037833100 63,463 -585 -0.91 8,980 2.37 2.6743
2021-11-10 2021-09-30 13F Apple COM 037833100 65,050 1,002 7,945 2.5575
2021-08-11 2021-06-30 13F Apple COM 037833100 64,048 -1,002 -1.54 8,772 10.41 2.6608
2021-05-11 2021-03-31 13F Apple COM 037833100 65,050 -583 -0.89 7,945 -8.76 2.5575
2021-02-09 2020-12-31 13F Apple COM 037833100 65,633 -3,223 -4.68 8,708 9.20 3.0294
2020-11-09 2020-09-30 13F Apple COM 037833100 68,856 50,811 281.58 7,974 21.15 3.1183
2020-08-10 2020-06-30 13F Apple COM 037833100 18,045 -1,300 -6.72 6,582 33.81 2.7346
2020-05-08 2020-03-31 13F Apple COM 037833100 19,345 -7,452 -27.81 4,919 -37.48 2.4697
2020-02-07 2019-12-31 13F Apple COM 037833100 26,797 -1,528 -5.39 7,868 24.04 2.9515
2019-11-12 2019-09-30 13F Apple COM 037833100 28,325 225 0.80 6,343 14.06 2.5083
2019-08-07 2019-06-30 13F Apple COM 037833100 28,100 0 0.00 5,561 4.20 2.2492
2019-05-07 2019-03-31 13F Apple COM 037833100 28,100 -565 -1.97 5,337 18.05 2.2237
2019-02-06 2018-12-31 13F Apple COM 037833100 28,665 1,895 7.08 4,521 -25.19 2.1527
2018-11-13 2018-09-30 13F Apple COM 037833100 26,770 -170 -0.63 6,043 21.20 2.7612
2018-07-30 2018-06-30 13F Apple COM 037833100 26,940 10 0.04 4,986 10.36 2.4537
2018-05-09 2018-03-31 13F Apple COM 037833100 26,930 -450 -1.64 4,518 -2.48 2.3021
2018-02-09 2017-12-31 13F Apple COM 037833100 27,380 -1,935 -6.60 4,633 2.55 2.3233
2017-11-09 2017-09-30 13F Apple COM 037833100 29,315 -217 -0.73 4,518 6.23 2.3088
2017-08-08 2017-06-30 13F Apple COM 037833100 29,532 -990 -3.24 4,253 -2.99 2.3008
2017-05-05 2017-03-31 13F Apple COM 037833100 30,522 -1,835 -5.67 4,384 17.00 2.3884
2017-02-09 2016-12-31 13F Apple COM 037833100 32,357 280 0.87 3,747 3.34 2.1317
2016-11-07 2016-09-30 13F Apple COM 037833100 32,077 -410 -1.26 3,626 16.78 2.0947
2016-08-10 2016-06-30 13F Apple COM 037833100 32,487 3,100 10.55 3,105 -3.03 1.8826
2016-05-13 2016-03-31 13F Apple COM 037833100 29,387 780 2.73 3,202 6.34 1.9939
2016-02-11 2015-12-31 13F Apple COM 037833100 28,607 465 1.65 3,011 -3.00 1.8721
2015-11-09 2015-09-30 13F Apple COM 037833100 28,142 460 1.66 3,104 -10.60 2.0433
2015-07-31 2015-06-30 13F Apple COM 037833100 27,682 -510 -1.81 3,472 -1.00 2.1977
2015-05-11 2015-03-31 13F Apple COM 037833100 28,192 -2,840 -9.15 3,507 2.39 2.2243
2015-02-11 2014-12-31 13F Apple COM 037833100 31,032 -230 -0.74 3,425 8.76 2.1466
2014-11-04 2014-09-30 13F Apple COM 037833100 31,262 -1,130 -3.49 3,149 4.62 2.1174
2014-08-12 2014-06-30 13F Apple COM 037833100 32,392 27,757 598.86 3,010 21.03 2.0805
2014-05-13 2014-03-31 13F Apple COM 037833100 4,635 115 2.54 2,487 -1.89 1.8283
2014-02-07 2013-12-31 13F Apple COM 037833100 4,520 34 0.76 2,535 18.57 1.9488
2013-11-08 2013-09-30 13F Apple COM 037833100 4,486 88 2.00 2,138 22.66 1.8058
2013-08-13 2013-06-30 13F/A-1 Apple COM 037833100 4,398 4,398 1,743 1.5496
2013-08-12 2013-06-30 13F Apple COM 037833100 4,398 1,743 1.5772
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.