Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBoyar Asset Management Inc.
Latest Disclosed Ownership3,071 shares
Latest Disclosed Value $ 779,389
Boyar Asset Management Inc. ownership in AAPL / Apple Inc.

On May 8, 2026 - Boyar Asset Management Inc. filed a 13F-HR form disclosing ownership of 3,071 shares of Apple Inc. (CH:AAPL) valued at $779,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,071 shares of Apple Inc.. This represents a change in shares of 0.00% 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)
2026-05-08 2026-03-31 13F APPLE COM 037833100 3,071 0 0.00 779 -6.59 0.4435
2026-02-13 2025-12-31 13F APPLE COM 037833100 3,071 0 0.00 835 6.79 0.5294
2025-11-18 2025-09-30 13F APPLE COM 037833100 3,071 0 0.00 782 23.97 0.4948
2025-07-21 2025-06-30 13F APPLE COM 037833100 3,071 0 0.00 630 -7.62 0.4123
2025-04-23 2025-03-31 13F APPLE COM 037833100 3,071 0 0.00 682 -11.31 0.4948
2025-02-14 2024-12-31 13F APPLE COM 037833100 3,071 0 0.00 769 7.55 0.5073
2024-11-22 2024-09-30 13F APPLE COM 037833100 3,071 0 0.00 716 10.68 0.4607
2024-08-05 2024-06-30 13F APPLE COM 037833100 3,071 -60 -1.92 647 20.52 0.4438
2024-05-06 2024-03-31 13F APPLE COM 037833100 3,131 -250 -7.39 537 -17.54 0.3502
2024-02-14 2023-12-31 13F APPLE COM 037833100 3,381 0 0.00 651 12.46 0.4885
2023-11-08 2023-09-30 13F APPLE COM 037833100 3,381 -315 -8.52 579 -19.27 0.4545
2023-07-27 2023-06-30 13F APPLE COM 037833100 3,696 0 0.00 717 17.57 0.5304
2023-04-27 2023-03-31 13F APPLE COM 037833100 3,696 0 0.00 609 26.88 0.4701
2023-02-10 2022-12-31 13F APPLE COM 037833100 3,696 0 0.00 480 -6.07 0.3916
2022-11-08 2022-09-30 13F APPLE COM 037833100 3,696 0 0.00 511 1.19 0.4208
2022-08-08 2022-06-30 13F APPLE COM 037833100 3,696 0 0.00 505 -21.71 0.4168
2022-04-27 2022-03-31 13F APPLE COM 037833100 3,696 -300 -7.51 645 -9.15 0.4143
2022-02-10 2021-12-31 13F APPLE COM 037833100 3,996 0 0.00 710 25.66 0.4278
2021-10-18 2021-09-30 13F APPLE COM 037833100 3,996 0 0.00 565 3.29 0.3722
2021-08-04 2021-06-30 13F APPLE COM 037833100 3,996 0 0.00 547 12.09 0.3524
2021-05-04 2021-03-31 13F APPLE COM 037833100 3,996 0 0.00 488 -7.92 0.3300
2021-02-10 2020-12-31 13F APPLE COM 037833100 3,996 0 0.00 530 14.47 0.3996
2020-11-09 2020-09-30 13F APPLE COM 037833100 3,996 2,997 300.00 463 27.20 0.3888
2020-07-31 2020-06-30 13F APPLE COM 037833100 999 0 0.00 364 43.31 0.3369
2020-04-17 2020-03-31 13F APPLE COM 037833100 999 40 4.17 254 -9.93 0.2844
2020-02-13 2019-12-31 13F APPLE COM 037833100 959 -260 -21.33 282 3.30 0.2037
2019-11-13 2019-09-30 13F APPLE COM 037833100 1,219 0 0.00 273 13.28 0.2072
2019-08-06 2019-06-30 13F APPLE COM 037833100 1,219 0 0.00 241 3.88 0.1780
2019-05-01 2019-03-31 13F APPLE COM 037833100 1,219 1,219 232 0.1745
2019-02-13 2018-12-31 13F Apple CS 037833100 0 -1,219 -100.00 0 -100.00
2018-11-06 2018-09-30 13F Apple CS 037833100 1,219 0 0.00 275 21.68 0.1873
2018-08-14 2018-06-30 13F Apple CS 037833100 1,219 -260 -17.58 226 -8.87 0.1662
2018-05-15 2018-03-31 13F Apple CS 037833100 1,479 0 0.00 248 -0.80 0.1803
2018-02-14 2017-12-31 13F Apple CS 037833100 1,479 -260 -14.95 250 -6.72 0.1779
2017-11-02 2017-09-30 13F Apple CS 037833100 1,739 -520 -23.02 268 -17.54 0.2002
2017-08-09 2017-06-30 13F Apple CS 037833100 2,259 0 0.00 325 0.00 0.2389
2017-05-15 2017-03-31 13F Apple CS 037833100 2,259 -100 -4.24 325 19.05 0.2392
2017-02-08 2016-12-31 13F Apple CS 037833100 2,359 0 0.00 273 2.25 0.2732
2016-11-02 2016-09-30 13F Apple CS 037833100 2,359 0 0.00 267 18.14 0.2108
2016-08-12 2016-06-30 13F Apple CS 037833100 2,359 0 0.00 226 -12.06 0.1792
2016-05-06 2016-03-31 13F Apple CS 037833100 2,359 0 0.00 257 3.63 0.2017
2016-02-02 2015-12-31 13F Apple CS 037833100 2,359 0 0.00 248 -4.62 0.1972
2015-11-13 2015-09-30 13F Apple CS 037833100 2,359 -244 -9.37 260 -20.25 0.2212
2015-08-10 2015-06-30 13F Apple CS 037833100 2,603 2,603 326 0.2494
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.