Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCourage Miller Partners, LLC
Latest Disclosed Ownership8,177 shares
Latest Disclosed Value $ 2,075,303
Courage Miller Partners, LLC reports 3.22% increase in ownership of AAPL / Apple Inc.

On April 24, 2026 - Courage Miller Partners, LLC filed a 13F-HR form disclosing ownership of 8,177 shares of Apple Inc. (CH:AAPL) valued at $2,075,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,922 shares of Apple Inc.. This represents a change in shares of 3.22% 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)
2026-04-24 2026-03-31 13F APPLE COM 037833100 8,177 255 3.22 2,075 -3.62 0.5858
2026-01-26 2025-12-31 13F APPLE COM 037833100 7,922 -747 -8.62 2,154 -2.45 0.6486
2025-10-22 2025-09-30 13F APPLE COM 037833100 8,669 145 1.70 2,207 26.26 0.6618
2025-07-25 2025-06-30 13F APPLE COM 037833100 8,524 -406 -4.55 1,749 -11.85 0.5545
2025-04-29 2025-03-31 13F APPLE COM 037833100 8,930 -199 -2.18 1,984 -10.47 0.6721
2025-01-17 2024-12-31 13F APPLE COM 037833100 9,129 2 0.02 2,216 5.18 0.7586
2024-10-21 2024-09-30 13F APPLE COM 037833100 9,127 4 0.04 2,107 -1.54 0.7082
2024-07-25 2024-06-30 13F APPLE COM 037833100 9,123 -343 -3.62 2,139 33.94 0.7694
2024-04-16 2024-03-31 13F APPLE COM 037833100 9,466 -2,490 -20.83 1,597 -27.51 0.5524
2024-01-19 2023-12-31 13F APPLE COM 037833100 11,956 369 3.18 2,204 9.88 0.8339
2023-10-16 2023-09-30 13F APPLE COM 037833100 11,587 -285 -2.40 2,006 -12.90 0.8225
2023-07-20 2023-06-30 13F APPLE COM 037833100 11,872 -558 -4.49 2,303 12.35 0.9593
2023-04-24 2023-03-31 13F APPLE COM 037833100 12,430 2,707 27.84 2,050 62.23 0.8677
2023-01-30 2022-12-31 13F APPLE COM 037833100 9,723 1,544 18.88 1,263 11.77 0.5820
2022-10-19 2022-09-30 13F APPLE COM 037833100 8,179 345 4.40 1,130 5.51 0.5697
2022-07-18 2022-06-30 13F APPLE COM 037833100 7,834 0 0.00 1,071 -21.71 0.5085
2022-05-06 2022-03-31 13F APPLE COM 037833100 7,834 923 13.36 1,368 11.49 0.5432
2022-01-19 2021-12-31 13F Apple STOCK 037833100 6,911 11 0.16 1,227 25.72 0.4642
2021-11-05 2021-09-30 13F Apple STOCK 037833100 6,900 -620 -8.24 976 -5.24 0.3922
2021-07-28 2021-06-30 13F Apple STOCK 037833100 7,520 0 0.00 1,030 12.08 0.4210
2021-04-26 2021-03-31 13F Apple STOCK 037833100 7,520 0 0.00 919 -7.92 0.3992
2021-01-28 2020-12-31 13F Apple STOCK 037833100 7,520 5,730 320.11 998 52.83 0.4588
2020-10-27 2020-09-30 13F Apple STOCK 037833100 1,790 0 0.00 653 0.15 0.3510
2020-07-23 2020-06-30 13F Apple STOCK 037833100 1,790 310 20.95 652 73.40 0.3505
2020-04-14 2020-03-31 13F Apple STOCK 037833100 1,480 -195 -11.64 376 -23.58 0.2313
2020-01-15 2019-12-31 13F Apple STOCK 037833100 1,675 0 0.00 492 31.20 0.2529
2019-10-21 2019-09-30 13F Apple STOCK 037833100 1,675 -1,197 -41.68 375 -33.98 0.2067
2019-07-30 2019-06-30 13F Apple STOCK 037833100 2,872 1,200 71.77 568 79.18 0.3120
2019-05-01 2019-03-31 13F Apple STOCK 037833100 1,672 347 26.19 317 51.67 0.1791
2019-01-25 2018-12-31 13F Apple STOCK 037833100 1,325 1,325 209 0.1239
2017-05-03 2017-03-31 13F Apple STOCK 037833100 0 -5,902 -100.00 0 -100.00
2017-01-27 2016-12-31 13F Apple STOCK 037833100 5,902 662 12.63 684 15.54 0.4771
2016-11-07 2016-09-30 13F Apple COM 037833100 5,240 -171 -3.16 592 14.51 0.4093
2016-08-10 2016-06-30 13F Apple STOCK 037833100 5,411 578 11.96 517 -1.90 0.3695
2016-05-11 2016-03-31 13F Apple STOCK 037833100 4,833 303 6.69 527 10.48 0.3689
2016-02-11 2015-12-31 13F Apple Com 037833100 4,530 -516 -10.23 477 -14.36 0.3296
2015-11-03 2015-09-30 13F Apple STOCK 037833100 5,046 329 6.97 557 -5.91 0.4151
2015-08-04 2015-06-30 13F Apple STOCK 037833100 4,717 103 2.23 592 3.14 0.4405
2015-05-06 2015-03-31 13F Apple STOCK 037833100 4,614 789 20.63 574 36.02 0.4295
2015-02-06 2014-12-31 13F Apple STOCK 037833100 3,825 3 0.08 422 9.61 0.3489
2014-11-05 2014-09-30 13F Apple STOCK 037833100 3,822 3 0.08 385 8.45 0.2997
2014-08-01 2014-06-30 13F Apple STOCK 037833100 3,819 3,322 668.41 355 32.96 0.2601
2014-05-07 2014-03-31 13F Apple STOCK 037833100 497 -19 -3.68 267 -7.93 0.2099
2014-02-11 2013-12-31 13F Apple STOCK 037833100 516 0 0.00 290 17.89 0.2456
2013-11-05 2013-09-30 13F Apple STOCK 037833100 516 1 0.19 246 20.59 0.2019
2013-07-23 2013-06-30 13F Apple STOCK 037833100 515 515 204 0.1851
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.