Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCedar Wealth Management, LLC
Latest Disclosed Ownership11,856 shares
Latest Disclosed Value $ 3,009,049
Cedar Wealth Management, LLC reports 9.20% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Cedar Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,856 shares of Apple Inc. (CH:AAPL) valued at $3,009,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,857 shares of Apple Inc.. This represents a change in shares of 9.20% 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 11,856 999 9.20 3,009 1.97 0.8758
2026-02-06 2025-12-31 13F APPLE COM 037833100 10,857 750 7.42 2,952 14.69 0.8829
2025-11-12 2025-09-30 13F APPLE OM 037833100 10,107 2,347 30.24 2,574 61.62 0.7886
2025-08-08 2025-06-30 13F APPLE COM 037833100 7,760 630 8.84 1,592 0.57 0.5393
2025-05-09 2025-03-31 13F APPLE COM 037833100 7,130 385 5.71 1,584 -6.28 0.5634
2025-02-11 2024-12-31 13F APPLE COM 037833100 6,745 -1,056 -13.54 1,689 -7.04 0.6108
2024-11-08 2024-09-30 13F APPLE COM 037833100 7,801 -735 -8.61 1,818 1.11 0.5642
2024-08-12 2024-06-30 13F APPLE COM 037833100 8,536 -165 -1.90 1,798 20.44 0.5837
2024-05-13 2024-03-31 13F APPLE COM 037833100 8,701 1,115 14.70 1,492 2.19 0.4909
2024-02-13 2023-12-31 13F APPLE COM 037833100 7,586 38 0.50 1,461 13.00 0.5318
2023-10-30 2023-09-30 13F APPLE COM 037833100 7,548 943 14.28 1,292 0.86 0.5110
2023-08-14 2023-06-30 13F APPLE COM 037833100 6,605 -658 -9.06 1,281 7.02 0.4952
2023-05-15 2023-03-31 13F APPLE COM 037833100 7,263 370 5.37 1,198 33.74 0.4903
2023-02-14 2022-12-31 13F APPLE COM 037833100 6,893 0 0.00 896 -6.09 0.4422
2022-11-14 2022-09-30 13F APPLE COM 037833100 6,893 -1,235 -15.19 953 -14.22 0.4737
2022-08-11 2022-06-30 13F APPLE COM 037833100 8,128 -258 -3.08 1,111 -24.11 0.5086
2022-05-12 2022-03-31 13F APPLE COM 037833100 8,386 -5,059 -37.63 1,464 -38.67 0.5921
2022-02-11 2021-12-31 13F APPLE COM 037833100 13,445 -1,072 -7.38 2,387 16.21 0.9641
2021-11-12 2021-09-30 13F APPLE COM 037833100 14,517 -67 -0.46 2,054 2.85 0.9134
2021-08-09 2021-06-30 13F APPLE COM 037833100 14,584 3,680 33.75 1,997 49.92 0.8999
2021-05-11 2021-03-31 13F APPLE COM 037833100 10,904 7,800 251.29 1,332 223.30 0.6627
2021-02-11 2020-12-31 13F APPLE COM 037833100 3,104 292 10.38 412 26.38 0.2211
2020-11-12 2020-09-30 13F APPLE COM 037833100 2,812 2,109 300.00 326 27.34 0.2027
2020-08-04 2020-06-30 13F APPLE COM 037833100 703 -215 -23.42 256 9.87 0.1726
2020-05-01 2020-03-31 13F APPLE COM 037833100 918 -482 -34.43 233 -43.31 0.1574
2020-01-29 2019-12-31 13F APPLE COM 037833100 1,400 266 23.46 411 61.81 0.2430
2019-10-24 2019-09-30 13F APPLE COM 037833100 1,134 -65 -5.42 254 7.17 0.1700
2019-07-24 2019-06-30 13F APPLE COM 037833100 1,199 0 0.00 237 3.95 0.1532
2019-04-25 2019-03-31 13F APPLE COM 037833100 1,199 0 0.00 228 20.63 0.1428
2019-01-23 2018-12-31 13F APPLE COM 037833100 1,199 -50 -4.00 189 -32.98 0.1359
2018-11-06 2018-09-30 13F APPLE COM 037833100 1,249 0 0.00 282 22.08 0.1482
2018-08-06 2018-06-30 13F APPLE COM 037833100 1,249 177 16.51 231 28.33 0.1296
2018-05-08 2018-03-31 13F APPLE COM 037833100 1,072 0 0.00 180 -0.55 0.1113
2018-02-02 2017-12-31 13F APPLE COM 037833100 1,072 0 0.00 181 9.70 0.1078
2017-10-24 2017-09-30 13F APPLE COM 037833100 1,072 0 0.00 165 7.14 0.0979
2017-07-21 2017-06-30 13F APPLE COM 037833100 1,072 0 0.00 154 0.00 0.1003
2017-05-01 2017-03-31 13F APPLE COM 037833100 1,072 0 0.00 154 24.19 0.0944
2017-02-14 2016-12-31 13F APPLE COM 037833100 1,072 0 0.00 124 2.48 0.0847
2016-11-01 2016-09-30 13F APPLE COM 037833100 1,072 322 42.93 121 68.06 0.0830
2016-08-12 2016-06-30 13F APPLE COM 037833100 750 750 72 0.0460
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.