Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionClark Estates Inc/ny
Latest Disclosed Ownership3,111 shares
Latest Disclosed Value $ 789,541
Clark Estates Inc/ny ownership in AAPL / Apple Inc.

On May 11, 2026 - Clark Estates Inc/ny filed a 13F-HR form disclosing ownership of 3,111 shares of Apple Inc. (CH:AAPL) valued at $789,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,111 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)
2026-05-11 2026-03-31 13F APPLE COM 037833100 3,111 0 0.00 790 -6.63 0.1897
2026-02-12 2025-12-31 13F APPLE COM 037833100 3,111 0 0.00 846 6.69 0.2052
2025-11-10 2025-09-30 13F APPLE COM 037833100 3,111 0 0.00 792 24.14 0.1810
2025-08-11 2025-06-30 13F APPLE COM 037833100 3,111 0 0.00 638 -7.67 0.1432
2025-05-08 2025-03-31 13F APPLE COM 037833100 3,111 0 0.00 691 -11.30 0.1463
2025-02-06 2024-12-31 13F APPLE COM 037833100 3,111 0 0.00 779 7.60 0.1506
2024-11-13 2024-09-30 13F APPLE COM 037833100 3,111 0 0.00 725 10.53 0.1349
2024-08-08 2024-06-30 13F APPLE COM 037833100 3,111 0 0.00 655 22.89 0.1230
2024-05-07 2024-03-31 13F APPLE COM 037833100 3,111 0 0.00 533 -10.87 0.0879
2024-02-12 2023-12-31 13F APPLE COM 037833100 3,111 0 0.00 599 12.41 0.1015
2023-11-13 2023-09-30 13F APPLE COM 037833100 3,111 0 0.00 533 -11.77 0.0969
2023-08-11 2023-06-30 13F APPLE COM 037833100 3,111 3,111 603 0.1017
2021-05-14 2021-03-31 13F APPLE COM 037833100 0 -96,019 -100.00 0 -100.00
2021-02-09 2020-12-31 13F APPLE COM 037833100 96,019 19 0.02 12,741 14.60 1.7976
2020-11-05 2020-09-30 13F APPLE COM 037833100 96,000 72,000 300.00 11,118 26.99 1.8178
2020-08-05 2020-06-30 13F APPLE COM 037833100 24,000 -4,000 -14.29 8,755 22.96 1.5318
2020-04-28 2020-03-31 13F APPLE COM 037833100 28,000 -27,450 -49.50 7,120 -56.27 1.4492
2020-02-05 2019-12-31 13F APPLE COM 037833100 55,450 -10,000 -15.28 16,283 11.08 2.4902
2019-11-12 2019-09-30 13F APPLE COM 037833100 65,450 0 0.00 14,659 13.16 2.4161
2019-08-01 2019-06-30 13F APPLE COM 037833100 65,450 50 0.08 12,954 4.27 2.0712
2019-05-09 2019-03-31 13F APPLE COM 037833100 65,400 30,984 90.03 12,423 128.83 1.9240
2019-02-13 2018-12-31 13F APPLE COM 037833100 34,416 16 0.05 5,429 -30.08 0.8699
2018-11-13 2018-09-30 13F APPLE COM 037833100 34,400 -20,075 -36.85 7,765 -23.00 1.1651
2018-08-07 2018-06-30 13F APPLE COM 037833100 54,475 -8,100 -12.94 10,084 -3.95 1.5064
2018-07-19 2018-03-31 13F/A-1 APPLE COM 037833100 62,575 -1,500 -2.34 10,499 -3.17 1.6778
2018-04-18 2018-03-31 13F APPLE COM 037833100 62,575 -1,500 10,499
2018-01-19 2017-12-31 13F APPLE COM 037833100 64,075 0 0.00 10,843 9.80 1.7908
2017-10-16 2017-09-30 13F APPLE COM 037833100 64,075 1,425 2.27 9,875 9.44 1.6391
2017-08-02 2017-06-30 13F APPLE COM 037833100 62,650 -12,000 -16.08 9,023 -15.86 1.5505
2017-04-21 2017-03-31 13F APPLE COM 037833100 74,650 -3,075 -3.96 10,724 19.13 1.6503
2017-02-08 2016-12-31 13F APPLE COM 037833100 77,725 0 0.00 9,002 2.45 1.5158
2016-10-26 2016-09-30 13F APPLE COM 037833100 77,725 3,650 4.93 8,787 24.08 1.6977
2016-08-01 2016-06-30 13F APPLE COM 037833100 74,075 0 0.00 7,082 -12.28 1.4040
2016-05-10 2016-03-31 13F APPLE COM 037833100 74,075 6,750 10.03 8,073 13.91 1.5440
2016-02-04 2015-12-31 13F APPLE COM 037833100 67,325 16,600 32.73 7,087 26.67 1.2791
2015-11-06 2015-09-30 13F APPLE COM 037833100 50,725 0 0.00 5,595 -12.06 0.9615
2015-08-06 2015-06-30 13F APPLE COM 037833100 50,725 0 0.00 6,362 0.79 1.0273
2015-05-07 2015-03-31 13F APPLE COM 037833100 50,725 -6,788 -11.80 6,312 -0.57 1.0203
2015-02-11 2014-12-31 13F APPLE COM 037833100 57,513 288 0.50 6,348 10.11 0.9505
2014-11-06 2014-09-30 13F APPLE COM 037833100 57,225 -7,000 -10.90 5,765 -3.40 0.9195
2014-08-06 2014-06-30 13F APPLE COM 037833100 64,225 54,750 577.84 5,968 17.34 0.8515
2014-04-30 2014-03-31 13F APPLE COM 037833100 9,475 2,000 26.76 5,086 21.27 0.7634
2014-01-29 2013-12-31 13F APPLE COM 037833100 7,475 400 5.65 4,194 24.34 0.5952
2013-11-06 2013-09-30 13F APPLE COM 037833100 7,075 0 0.00 3,373 20.25 0.5113
2013-08-08 2013-06-30 13F/A-1 APPLE COM 037833100 7,075 7,075 2,805 0.4837
2013-08-07 2013-06-30 13F APPLE COM 037833100 7,075 2,805,450
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.