Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBTC Capital Management, Inc.
Latest Disclosed Ownership240,347 shares
Latest Disclosed Value $ 60,977,530
BTC Capital Management, Inc. reports 15.47% increase in ownership of AAPL / Apple Inc.

On April 20, 2026 - BTC Capital Management, Inc. filed a 13F-HR form disclosing ownership of 240,347 shares of Apple Inc. (CH:AAPL) valued at $60,977,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 208,149 shares of Apple Inc.. This represents a change in shares of 15.47% 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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 240,347 32,198 15.47 60,978 7.68 2.1629
2026-01-15 2025-12-31 13F APPLE COM 037833100 208,149 -3,535 -1.67 56,628 5.04 3.9511
2025-11-06 2025-09-30 13F APPLE COM 037833100 211,684 2,045 0.98 53,910 25.51 3.7203
2025-07-11 2025-06-30 13F APPLE COM 037833100 209,639 -3,617 -1.70 42,953 -9.33 3.5063
2025-04-08 2025-03-31 13F APPLE COM 037833100 213,256 8,852 4.33 47,371 -7.43 4.3324
2025-01-23 2024-12-31 13F APPLE COM 037833100 204,404 -2,880 -1.39 51,175 5.96 4.7440
2024-10-21 2024-09-30 13F APPLE COM 037833100 207,284 -6,701 -3.13 48,297 7.16 4.2939
2024-07-19 2024-06-30 13F APPLE COM 037833100 213,985 -13,351 -5.87 45,070 15.61 4.1841
2024-04-11 2024-03-31 13F APPLE COM 037833100 227,336 882 0.39 38,984 0.56 3.5645
2023-10-17 2023-09-30 13F APPLE COM 037833100 226,454 -5,992 -2.58 38,765 -14.70 4.4749
2023-07-11 2023-06-30 13F APPLE COM 037833100 232,446 -12,020 -4.92 45,444 12.66 4.9127
2023-04-07 2023-03-31 13F APPLE COM 037833100 244,466 1,764 0.73 40,336 27.38 4.6401
2023-01-27 2022-12-31 13F APPLE COM 037833100 242,702 -3,801 -1.54 31,667 -7.04 3.8076
2022-10-17 2022-09-30 13F APPLE COM 037833100 246,503 -4,509 -1.80 34,064 -0.67 4.4512
2022-08-08 2022-06-30 13F/A-1 APPLE COM 037833100 251,012 188,327 300.43 34,295 213.34 4.1926
2022-07-25 2022-06-30 13F APPLE COM 037833100 251,012 188,327 34,295 4.1607
2022-05-06 2022-03-31 13F APPLE COM 037833100 62,685 -172,435 -73.34 10,945 -73.79 0.7788
2022-05-06 2022-03-31 13F APPLE COM 037833100 244,750 42,761
2022-02-09 2021-12-31 13F APPLE COM 037833100 235,120 716 0.31 41,760 25.88 4.1276
2021-11-15 2021-09-30 13F APPLE COM 037833100 234,404 -9,357 -3.84 33,174 -0.74 3.7217
2021-08-02 2021-06-30 13F APPLE COM 037833100 243,761 -25,209 -9.37 33,421 1.70 3.8052
2021-05-04 2021-03-31 13F APPLE COM 037833100 268,970 63,099 30.65 32,861 20.31 3.6692
2021-01-28 2020-12-31 13F APPLE COM 037833100 205,871 476 0.23 27,314 14.83 3.2588
2020-10-14 2020-09-30 13F APPLE COM 037833100 205,395 143,715 233.00 23,786 5.67 3.3182
2020-08-04 2020-06-30 13F APPLE COM 037833100 61,680 -164 -0.27 22,509 43.17 3.4417
2020-05-06 2020-03-31 13F APPLE COM 037833100 61,844 -4,042 -6.13 15,722 -18.75 3.0020
2020-02-13 2019-12-31 13F APPLE COM 037833100 65,886 -946 -1.42 19,351 29.33 2.7562
2019-10-18 2019-09-30 13F APPLE COM 037833100 66,832 452 0.68 14,962 13.88 2.3883
2019-07-26 2019-06-30 13F APPLE COM 037833100 66,380 -8,723 -11.61 13,138 -7.86 2.1260
2019-05-16 2019-03-31 13F APPLE COM 037833100 75,103 -388 -0.51 14,259 19.71 2.2754
2019-02-13 2018-12-31 13F APPLE COM 037833100 75,491 7,779 11.49 11,911 -22.11 2.1329
2018-11-14 2018-09-30 13F APPLE COM 037833100 67,712 -6,028 -8.17 15,292 12.09 2.6109
2018-08-15 2018-06-30 13F APPLE COM 037833100 73,740 -3,433 -4.45 13,643 5.32 3.2273
2018-05-09 2018-03-31 13F APPLE COM 037833100 77,173 -525 -0.68 12,954 -1.53 2.1200
2018-01-29 2017-12-31 13F APPLE COM 037833100 77,698 -2,931 -3.64 13,155 5.88 2.2646
2017-11-06 2017-09-30 13F APPLE COM 037833100 80,629 -2,468 -2.97 12,424 3.85 2.2229
2017-08-02 2017-06-30 13F APPLE COM 037833100 83,097 801 0.97 11,963 1.18 2.1604
2017-04-26 2017-03-31 13F APPLE COM 037833100 82,296 -4,419 -5.10 11,823 17.75 2.2044
2017-02-01 2016-12-31 13F APPLE COM 037833100 86,715 -3,802 -4.20 10,041 -1.87 1.9857
2016-10-26 2016-09-30 13F APPLE COM 037833100 90,517 -2,726 -2.92 10,232 14.84 2.1299
2016-08-01 2016-06-30 13F APPLE COM 037833100 93,243 10,659 12.91 8,910 -1.02 1.9280
2016-05-02 2016-03-31 13F APPLE COM 037833100 82,584 9,405 12.85 9,002 16.85 2.0763
2016-02-08 2015-12-31 13F APPLE COM 037833100 73,179 -114 -0.16 7,704 -4.74 1.8036
2015-10-22 2015-09-30 13F APPLE COM 037833100 73,293 5,019 7.35 8,087 -5.56 1.9473
2015-08-04 2015-06-30 13F APPLE COM 037833100 68,274 4,299 6.72 8,563 7.53 1.9905
2015-05-11 2015-03-31 13F APPLE COM 037833100 63,975 -12,059 -15.86 7,963 -5.07 1.8321
2015-02-11 2014-12-31 13F APPLE COM 037833100 76,034 -8,801 -10.37 8,388 -1.78 2.0765
2015-02-17 2014-09-30 13F/A-1 APPLE COM 037833100 84,835 84,835 8,540 2.1641
2014-11-24 2014-09-30 13F APPLE COM 037833100 84,835 8,540
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.