Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership27,360 shares
Latest Disclosed Value $ 6,935,754
Clarus Wealth Advisors reports 5.35% decrease in ownership of AAPL / Apple Inc.

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 27,360 shares of Apple Inc. (CH:AAPL) valued at $6,935,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 28,908 shares of Apple Inc.. This represents a change in shares of -5.35% 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)
2026-04-08 2026-03-31 13F APPLE COM 037833100 27,360 -1,548 -5.35 6,936 -8.10 2.9570
2026-01-14 2025-12-31 13F APPLE COM 037833100 28,908 -1,351 -4.46 7,547 -3.34 3.1280
2025-10-06 2025-09-30 13F APPLE COM 037833100 30,259 -1,630 -5.11 7,807 16.59 3.4544
2025-07-09 2025-06-30 13F APPLE COM 037833100 31,889 -7,031 -18.07 6,697 -13.48 3.0972
2025-04-10 2025-03-31 13F APPLE COM 037833100 38,920 984 2.59 7,739 -12.97 4.1378
2025-01-14 2024-12-31 13F APPLE COM 037833100 37,936 1,063 2.88 8,892 8.78 4.4272
2024-10-08 2024-09-30 13F APPLE COM 037833100 36,873 -741 -1.97 8,174 -6.72 4.1636
2024-07-11 2024-06-30 13F APPLE COM 037833100 37,614 -6,300 -14.35 8,763 18.95 4.6566
2024-04-11 2024-03-31 13F APPLE COM 037833100 43,914 -1,307 -2.89 7,368 -13.62 4.1722
2024-01-22 2023-12-31 13F APPLE COM 037833100 45,221 -964 -2.09 8,530 -3.15 5.0460
2023-07-10 2023-06-30 13F APPLE COM 037833100 46,185 -1,831 -3.81 8,806 11.38 5.3501
2023-04-10 2023-03-31 13F APPLE COM 037833100 48,016 -6,223 -11.47 7,906 11.51 4.9744
2023-01-12 2022-12-31 13F APPLE COM 037833100 54,239 -1,159 -2.09 7,091 -8.86 4.6491
2022-10-11 2022-09-30 13F APPLE COM 037833100 55,398 -34 -0.06 7,779 -3.13 5.5516
2022-07-13 2022-06-30 13F APPLE COM 037833100 55,432 -1,007 -1.78 8,030 -14.16 5.6545
2022-04-12 2022-03-31 13F APPLE COM 037833100 56,439 -1,234 -2.14 9,355 -7.59 5.8198
2022-01-13 2021-12-31 13F APPLE COM 037833100 57,673 -1,489 -2.52 10,123 21.26 5.8245
2021-10-06 2021-09-30 13F APPLE COM 037833100 59,162 -747 -1.25 8,348 -3.57 5.1353
2021-07-13 2021-06-30 13F APPLE COM 037833100 59,909 156 0.26 8,657 8.93 5.4208
2021-04-12 2021-03-31 13F APPLE COM 037833100 59,753 -4,946 -7.64 7,947 -4.77 4.9778
2021-01-12 2020-12-31 13F APPLE COM 037833100 64,699 -1,025 -1.56 8,345 12.21 5.5470
2020-10-08 2020-09-30 13F APPLE COM 037833100 65,724 49,590 307.36 7,437 23.68 5.7623
2020-07-09 2020-06-30 13F APPLE COM 037833100 16,134 -2,104 -11.54 6,013 36.57 5.0648
2020-04-08 2020-03-31 13F APPLE COM 037833100 18,238 -514 -2.74 4,403 -24.16 4.4001
2020-01-10 2019-12-31 13F/A-1 APPLE COM 037833100 18,752 -426 -2.22 5,806 35.18 3.8360
2020-01-10 2019-12-31 13F APPLE COM 037833100 19,178 0 4,295 3,139,206.8295
2019-10-11 2019-09-30 13F APPLE COM 037833100 19,178 769 4.18 4,295 17.86 3.1392
2019-07-24 2019-06-30 13F APPLE COM 037833100 18,409 410 2.28 3,644 6.58 2.6338
2019-04-04 2019-03-31 13F APPLE COM 037833100 17,999 392 2.23 3,419 23.12 2.5566
2019-02-05 2018-12-31 13F/A-3 APPLE COM 037833100 17,607 -1,011 -5.43 2,777 -33.93 4.3660
2019-01-08 2018-12-31 13F/A-1 APPLE COM 037833100 18,618 1,011 4,203 2.7442
2019-01-07 2018-12-31 13F APPLE COM 037833100 17,607 -1,011 2,777
2018-10-03 2018-09-30 13F APPLE COM 037833100 18,618 1,308 7.56 4,203 44.73 2.7438
2018-07-05 2018-06-30 13F APPLE COM 037833100 17,310 0 0.00 2,904 0.00 2.1960
2018-05-11 2018-03-31 13F APPLE COM 037833100 17,310 -483 -2.71 2,904 -3.55 2.6807
2018-02-05 2017-12-31 13F APPLE COM 037833100 17,793 17,793 3,011 2.8978
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.