Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionChilton Capital Management Llc
Latest Disclosed Ownership482,950 shares
Latest Disclosed Value $ 122,567,944
Chilton Capital Management Llc reports 4.90% increase in ownership of AAPL / Apple Inc.

On May 11, 2026 - Chilton Capital Management Llc filed a 13F-HR form disclosing ownership of 482,950 shares of Apple Inc. (CH:AAPL) valued at $122,567,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 460,370 shares of Apple Inc.. This represents a change in shares of 4.90% 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)
2026-05-11 2026-03-31 13F APPLE COM 037833100 482,950 22,580 4.90 122,568 -2.07 4.2669
2026-02-12 2025-12-31 13F APPLE COM 037833100 460,370 -75,746 -14.13 125,156 -8.32 4.3054
2025-10-31 2025-09-30 13F APPLE COM 037833100 536,116 71,374 15.36 136,511 43.17 4.5886
2025-08-01 2025-06-30 13F APPLE COM 037833100 464,742 16,846 3.76 95,351 -4.16 3.4822
2025-04-29 2025-03-31 13F APPLE COM 037833100 447,896 -3,689 -0.82 99,491 -12.02 4.2924
2025-02-07 2024-12-31 13F APPLE COM 037833100 451,585 -13,952 -3.00 113,086 4.25 4.7497
2024-11-12 2024-09-30 13F APPLE COM 037833100 465,537 12,028 2.65 108,470 13.56 4.4999
2024-08-01 2024-06-30 13F APPLE COM 037833100 453,509 -530 -0.12 95,518 22.68 4.2737
2024-05-07 2024-03-31 13F APPLE COM 037833100 454,039 28,013 6.58 77,859 -5.08 3.6805
2024-01-18 2023-12-31 13F APPLE COM 037833100 426,026 -8,042 -1.85 82,023 10.37 4.1636
2023-11-14 2023-09-30 13F APPLE COM 037833100 434,068 3,478 0.81 74,317 -11.02 4.1692
2023-08-14 2023-06-30 13F APPLE COM 037833100 430,590 -13,294 -2.99 83,522 14.11 4.5753
2023-05-16 2023-03-31 13F APPLE COM 037833100 443,884 -14,226 -3.11 73,196 22.97 4.2171
2023-02-14 2022-12-31 13F APPLE COM 037833100 458,110 5,335 1.18 59,522 -4.88 3.7021
2022-11-14 2022-09-30 13F APPLE COM 037833100 452,775 -7,466 -1.62 62,574 -0.56 4.1548
2022-08-16 2022-06-30 13F APPLE COM 037833100 460,241 -6,137 -1.32 62,924 -22.73 3.8299
2022-05-16 2022-03-31 13F APPLE COM 037833100 466,378 -7,866 -1.66 81,434 -3.30 4.2623
2022-02-14 2021-12-31 13F APPLE COM 037833100 474,244 -1,997 -0.42 84,211 24.96 4.2701
2021-11-04 2021-09-30 13F APPLE COM 037833100 476,241 -6,515 -1.35 67,388 1.92 3.7828
2021-08-16 2021-06-30 13F APPLE COM 037833100 482,756 20,714 4.48 66,118 17.15 3.7998
2021-05-12 2021-03-31 13F APPLE COM 037833100 462,042 886 0.19 56,438 -7.77 3.7553
2021-02-16 2020-12-31 13F APPLE COM 037833100 461,156 -7,619 -1.63 61,191 12.71 4.3798
2020-11-13 2020-09-30 13F APPLE COM 037833100 468,775 349,808 294.04 54,289 25.09 4.2231
2020-08-11 2020-06-30 13F APPLE COM 037833100 118,967 -4,064 -3.30 43,399 38.72 3.7086
2020-05-15 2020-03-31 13F APPLE COM 037833100 123,031 -25,267 -17.04 31,286 -28.16 3.1409
2020-02-14 2019-12-31 13F APPLE COM 037833100 148,298 -5,487 -3.57 43,548 26.43 3.4666
2019-11-15 2019-09-30 13F APPLE COM 037833100 153,785 -3,880 -2.46 34,443 10.38 2.8373
2019-08-13 2019-06-30 13F APPLE COM 037833100 157,665 -329 -0.21 31,205 3.98 2.6787
2019-05-14 2019-03-31 13F APPLE COM 037833100 157,994 917 0.58 30,011 21.12 2.6558
2019-02-12 2018-12-31 13F APPLE COM 037833100 157,077 6,313 4.19 24,777 -27.20 2.4026
2018-11-13 2018-09-30 13F APPLE COM 037833100 150,764 1,948 1.31 34,033 23.63 2.8117
2018-10-10 2018-06-30 13F/A-1 APPLE COM 037833100 148,816 1,191 0.81 27,528 11.22 2.3660
2018-08-14 2018-06-30 13F APPLE COM 037833100 127,442 -20,183 23,591
2018-10-05 2018-03-31 13F/A-1 APPLE COM 037833100 147,625 15,921 12.09 24,751 11.05 2.2394
2018-05-14 2018-03-31 13F APPLE COM 037833100 127,604 -4,100 21,409
2018-02-13 2017-12-31 13F APPLE COM 037833100 131,704 -4,950 -3.62 22,288 5.83 2.0367
2017-11-14 2017-09-30 13F APPLE COM 037833100 136,654 -3,174 -2.27 21,061 4.58 2.0272
2017-08-14 2017-06-30 13F APPLE COM 037833100 139,828 -28,752 -17.06 20,138 -16.85 2.2232
2017-05-15 2017-03-31 13F APPLE COM 037833100 168,580 -16,147 -8.74 24,218 13.19 2.4033
2017-02-14 2016-12-31 13F APPLE COM 037833100 184,727 -16,317 -8.12 21,395 -5.87 2.2391
2016-11-14 2016-09-30 13F APPLE COM 037833100 201,044 -24,560 -10.89 22,728 5.38 2.2920
2016-08-15 2016-06-30 13F APPLE COM 037833100 225,604 -23,617 -9.48 21,568 -20.60 2.0913
2016-05-16 2016-03-31 13F APPLE COM 037833100 249,221 22,197 9.78 27,163 13.67 2.7209
2016-02-16 2015-12-31 13F APPLE COM 037833100 227,024 -37,767 -14.26 23,896 -18.18 2.5064
2015-11-16 2015-09-30 13F/A-1 APPLE COM 037833100 264,791 -19,846 -6.97 29,206 -18.19 3.0096
2015-11-16 2015-09-30 13F APPLE COM 037833100 264,791 29,206
2015-08-12 2015-06-30 13F APPLE COM 037833100 284,637 -19,523 -6.42 35,701 -5.67 3.3621
2015-05-15 2015-03-31 13F APPLE COM 037833100 304,160 304,160 0.00 37,847 3.8001
2015-01-28 2014-12-31 13F APPLE COM 037833100 0 -319,851 -100.00 0 -100.00
2014-11-12 2014-09-30 13F APPLE COM 037833100 319,851 -2,995 -0.93 32,225 7.41 3.4232
2014-07-31 2014-06-30 13F Apple Computer COM 037833100 322,846 276,035 589.68 30,002 19.41 2.9266
2014-05-19 2014-03-31 13F/A-1 Apple Computer com 037833100 46,811 621 1.34 25,125 -3.04 2.6324
2014-05-12 2014-03-31 13F Apple Computer com 037833100 46,811 25,125
2014-02-14 2013-12-31 13F Apple Computer com 037833100 46,190 994 2.20 25,914 -99.88 2.7951
2013-11-13 2013-09-30 13F Apple Computer com 037833100 45,196 191 0.42 21,547,193 120,639.62 2.4671
2013-08-14 2013-06-30 13F Apple Computer com 037833100 45,005 45,005 17,846 2.2221
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.