Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCumberland Advisors Inc
Latest Disclosed Ownership18,880 shares
Latest Disclosed Value $ 4,791,555
Cumberland Advisors Inc ownership in AAPL / Apple Inc.

On April 27, 2026 - Cumberland Advisors Inc filed a 13F-HR form disclosing ownership of 18,880 shares of Apple Inc. (CH:AAPL) valued at $4,791,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 18,880 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)
2026-04-27 2026-03-31 13F APPLE COM 037833100 18,880 0 0.00 4,792 -6.64 1.8754
2026-02-02 2025-12-31 13F APPLE COM 037833100 18,880 -325 -1.69 5,133 4.95 1.9458
2025-11-12 2025-09-30 13F APPLE COM 037833100 19,205 -23 -0.12 4,890 23.95 1.8771
2025-08-07 2025-06-30 13F APPLE COM 037833100 19,228 -178 -0.92 3,945 -8.47 1.6596
2025-05-09 2025-03-31 13F APPLE COM 037833100 19,406 -81 -0.42 4,311 -11.66 1.9543
2025-01-08 2024-12-31 13F APPLE COMMON 037833100 19,487 0 0.00 4,880 7.47 1.9471
2024-10-16 2024-09-30 13F APPLE COMMON 037833100 19,487 1,300 7.15 4,540 18.54 1.8041
2024-07-10 2024-06-30 13F APPLE COMMON 037833100 18,187 -1,300 -6.67 3,831 14.64 1.5684
2024-04-15 2024-03-31 13F APPLE COMMON 037833100 19,487 0 0.00 3,342 -10.93 1.2427
2024-01-29 2023-12-31 13F APPLE COMMON 037833100 19,487 -268 -1.36 3,752 10.91 1.6104
2023-10-23 2023-09-30 13F APPLE COMMON 037833100 19,755 0 0.00 3,382 -11.72 1.4995
2023-07-24 2023-06-30 13F APPLE COMMON 037833100 19,755 0 0.00 3,832 17.62 1.7511
2023-04-28 2023-03-31 13F APPLE COMMON 037833100 19,755 0 0.00 3,258 26.93 1.3364
2023-01-30 2022-12-31 13F APPLE COMMON 037833100 19,755 0 0.00 2,567 -6.01 1.1117
2022-10-24 2022-09-30 13F APPLE COMMON 037833100 19,755 0 0.00 2,730 1.07 1.0869
2022-07-20 2022-06-30 13F APPLE COMMON 037833100 19,755 165 0.84 2,701 -21.05 0.8971
2022-04-19 2022-03-31 13F APPLE COMMON 037833100 19,590 0 0.00 3,421 -1.67 0.7928
2022-01-27 2021-12-31 13F APPLE COMMON 037833100 19,590 0 0.00 3,479 25.51 0.7288
2021-10-26 2021-09-30 13F APPLE COMMON 037833100 19,590 -1,100 -5.32 2,772 -2.19 0.6408
2021-07-12 2021-06-30 13F APPLE COMMON 037833100 20,690 1,000 5.08 2,834 17.84 0.6648
2021-04-20 2021-03-31 13F APPLE COMMON 037833100 19,690 -1,950 -9.01 2,405 -16.23 0.5961
2021-01-20 2020-12-31 13F APPLE COMMON 037833100 21,640 15,529 254.12 2,871 28.80 1.0515
2020-07-20 2020-06-30 13F APPLE COMMON 037833100 6,111 -2,046 -25.08 2,229 7.47 0.8441
2020-04-27 2020-03-31 13F APPLE COMMON 037833100 8,157 1,160 16.58 2,074 0.92 0.8454
2020-01-16 2019-12-31 13F APPLE COMMON 037833100 6,997 0 0.00 2,055 31.14 0.7079
2019-10-11 2019-09-30 13F APPLE COMMON 037833100 6,997 0 0.00 1,567 13.14 0.4427
2019-07-11 2019-06-30 13F APPLE COMMON 037833100 6,997 67 0.97 1,385 5.24 0.4674
2019-04-02 2019-03-31 13F APPLE COMMON 037833100 6,930 650 10.35 1,316 32.80 0.4561
2019-01-08 2018-12-31 13F APPLE COMMON 037833100 6,280 6,280 991 0.3552
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.