Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership275,465 shares
Latest Disclosed Value $ 69,910,261
Cfm Wealth Partners Llc reports 0.87% decrease in ownership of AAPL / Apple Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 275,465 shares of Apple Inc. (CH:AAPL) valued at $69,910,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 277,886 shares of Apple Inc.. This represents a change in shares of -0.87% 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)
2026-04-21 2026-03-31 13F APPLE COM 037833100 275,465 -2,421 -0.87 69,910 -7.46 10.4776
2026-01-27 2025-12-31 13F APPLE COM 037833100 277,886 -11,133 -3.85 75,546 2.66 10.9045
2025-11-03 2025-09-30 13F APPLE COM 037833100 289,019 -1,052 -0.36 73,593 23.66 10.6840
2025-07-23 2025-06-30 13F APPLE COM 037833100 290,071 -4,472 -1.52 59,514 -9.04 9.4716
2025-04-25 2025-03-31 13F APPLE COM 037833100 294,543 22 0.01 65,427 -11.29 11.5379
2025-01-24 2024-12-31 13F APPLE COM 037833100 294,521 -5,370 -1.79 73,754 5.55 12.4397
2024-10-23 2024-09-30 13F/A-1 APPLE COM 037833100 299,891 155 0.05 69,875 10.68 12.2039
2024-10-15 2024-09-30 13F APPLE COM 037833100 301,254 1,518 51,659 10.3722
2024-07-18 2024-06-30 13F APPLE COM 037833100 299,736 -1,518 -0.50 63,130 22.21 11.5972
2024-04-15 2024-03-31 13F APPLE COM 037833100 301,254 -5,125 -1.67 51,659 -12.42 10.3659
2024-01-12 2023-12-31 13F APPLE COM 037833100 306,379 -4,189 -1.35 58,987 10.94 13.3420
2023-10-11 2023-09-30 13F APPLE COM 037833100 310,568 8,285 2.74 53,172 -9.31 13.9281
2023-07-14 2023-06-30 13F APPLE COM 037833100 302,283 -2,546 -0.84 58,634 16.65 14.2368
2023-04-12 2023-03-31 13F APPLE COM 037833100 304,829 -549 -0.18 50,266 26.69 13.5495
2023-01-20 2022-12-31 13F/A-1 APPLE Equity 037833100 305,378 -1,911 -0.62 39,678 -6.57 11.8780
2023-01-20 2022-12-31 13F APPLE COM 037833100 7,766 -299,523 1,009 0.0003
2022-10-17 2022-09-30 13F APPLE Common 037833100 307,289 -391 -0.13 42,467 0.95 13.5648
2022-07-12 2022-06-30 13F APPLE Common 037833100 307,680 -6,339 -2.02 42,066 -23.28 12.6264
2022-04-14 2022-03-31 13F APPLE Common 037833100 314,019 -6,655 -2.08 54,831 -6.05 13.1243
2022-01-21 2021-12-31 13F APPLE Common 037833100 320,674 -2,287 -0.71 58,365 27.72 13.0303
2021-10-25 2021-09-30 13F APPLE Common 037833100 322,961 336 0.10 45,699 3.42 11.4926
2021-07-21 2021-06-30 13F APPLE Common 037833100 322,625 -11,731 -3.51 44,187 8.19 11.7339
2021-05-17 2021-03-31 13F APPLE Common 037833100 334,356 -5,220 -1.54 40,842 -9.36 12.3163
2021-02-10 2020-12-31 13F APPLE Equity 037833100 339,576 -2,765 -0.81 45,058 13.65 14.3693
2020-11-10 2020-09-30 13F APPLE Equity 037833100 342,341 251,696 277.67 39,646 19.90 14.4623
2020-08-14 2020-06-30 13F APPLE Equity 037833100 90,645 -6,225 -6.43 33,067 34.24 12.5658
2020-05-12 2020-03-31 13F APPLE Equity 037833100 96,870 435 0.45 24,633 -18.97 11.4435
2020-01-30 2019-12-31 13F APPLE Equity 037833100 96,435 96,435 30,400 11.2036
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.