Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCMH Wealth Management LLC
Latest Disclosed Ownership88,871 shares
Latest Disclosed Value $ 22,554,669
CMH Wealth Management LLC reports 16.95% increase in ownership of AAPL / Apple Inc.

On April 13, 2026 - CMH Wealth Management LLC filed a 13F-HR form disclosing ownership of 88,871 shares of Apple Inc. (CH:AAPL) valued at $22,554,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 75,993 shares of Apple Inc.. This represents a change in shares of 16.95% 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)
2026-04-13 2026-03-31 13F APPLE COM 037833100 88,871 12,878 16.95 22,555 9.17 3.8718
2026-01-13 2025-12-31 13F APPLE COM 037833100 75,993 -1,407 -1.82 20,659 4.83 4.4253
2025-10-21 2025-09-30 13F APPLE COM 037833100 77,400 -21,200 -21.50 19,708 -2.58 4.2001
2025-07-11 2025-06-30 13F APPLE COM 037833100 98,600 -9,574 -8.85 20,230 -15.81 4.7085
2025-04-14 2025-03-31 13F APPLE COM 037833100 108,174 1,077 1.01 24,029 -10.41 6.0203
2025-01-16 2024-12-31 13F APPLE COM 037833100 107,097 935 0.88 26,819 8.43 6.1427
2024-10-15 2024-09-30 13F APPLE COM 037833100 106,162 -650 -0.61 24,736 9.95 5.8185
2024-07-11 2024-06-30 13F APPLE COM 037833100 106,812 -2,024 -1.86 22,497 20.54 5.5369
2024-04-12 2024-03-31 13F APPLE COM 037833100 108,836 -6,147 -5.35 18,663 -15.69 4.7416
2024-01-19 2023-12-31 13F APPLE COM 037833100 114,983 -483 -0.42 22,138 11.98 5.3655
2023-10-13 2023-09-30 13F APPLE COM 037833100 115,466 3,313 2.95 19,769 -9.13 5.5262
2023-07-17 2023-06-30 13F APPLE COM 037833100 112,153 -614 -0.54 21,754 16.99 5.8498
2023-04-10 2023-03-31 13F APPLE COM 037833100 112,767 -9,685 -7.91 18,595 16.88 5.3697
2023-01-12 2022-12-31 13F APPLE COM 037833100 122,452 3,350 2.81 15,910 -3.34 5.1066
2022-10-24 2022-09-30 13F APPLE COM 037833100 119,102 -10,018 -7.76 16,460 -6.76 6.0342
2022-07-15 2022-06-30 13F APPLE COM 037833100 129,120 -333 -0.26 17,653 -21.90 6.3828
2022-04-13 2022-03-31 13F APPLE COM 037833100 129,453 3,594 2.86 22,604 1.14 6.9495
2022-01-18 2021-12-31 13F APPLE COM 037833100 125,859 4,772 3.94 22,349 30.44 6.7405
2021-10-28 2021-09-30 13F/A-1 APPLE COM 037833100 121,087 -12,383 -9.28 17,134 -6.27 5.6220
2021-10-18 2021-09-30 13F APPLE COM 037833100 121,087 -12,383 17,134 5.6260
2021-07-19 2021-06-30 13F APPLE COM 037833100 133,470 7,999 6.38 18,280 19.27 6.1074
2021-04-19 2021-03-31 13F APPLE COM 037833100 125,471 -27,981 -18.23 15,326 -24.73 5.7732
2021-02-01 2020-12-31 13F APPLE COM 037833100 153,452 2,079 1.37 20,362 16.15 7.4567
2020-10-20 2020-09-30 13F APPLE COM 037833100 151,373 113,783 302.69 17,531 27.84 7.5024
2020-07-23 2020-06-30 13F APPLE COM 037833100 37,590 7,704 25.78 13,713 80.43 6.5484
2020-04-16 2020-03-31 13F APPLE COM 037833100 29,886 5,465 22.38 7,600 5.98 4.4407
2020-01-21 2019-12-31 13F APPLE COM 037833100 24,421 -1,462 -5.65 7,171 23.70 3.6826
2019-10-11 2019-09-30 13F APPLE COM 037833100 25,883 -5,320 -17.05 5,797 -6.14 3.2823
2019-07-15 2019-06-30 13F APPLE COM 037833100 31,203 -644 -2.02 6,176 2.10 3.6231
2019-04-15 2019-03-31 13F APPLE COM 037833100 31,847 2,635 9.02 6,049 31.27 3.6643
2019-01-16 2018-12-31 13F APPLE COM 037833100 29,212 -3,915 -11.82 4,608 -38.79 2.7794
2018-10-29 2018-09-30 13F APPLE COM 037833100 33,127 -1,765 -5.06 7,528 15.27 3.9437
2018-07-20 2018-06-30 13F APPLE COM 037833100 34,892 3,700 11.86 6,531 25.62 3.7347
2018-04-11 2018-03-31 13F APPLE COM 037833100 31,192 -40 -0.13 5,199 -3.36 3.5056
2018-01-12 2017-12-31 13F APPLE COM 037833100 31,232 1,170 3.89 5,380 16.35 3.5596
2017-10-19 2017-09-30 13F APPLE COM 037833100 30,062 1,147 3.97 4,624 10.15 3.4319
2017-07-25 2017-06-30 13F APPLE COM 037833100 28,915 115 0.40 4,198 2.79 3.3464
2017-04-17 2017-03-31 13F Apple COM 037833100 28,800 -40 -0.14 4,084 18.21 3.1989
2017-02-23 2016-12-31 13F APPLE COM 037833100 28,840 28,840 3,455 3.0251
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.