Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership501,183 shares
Latest Disclosed Value $ 127,195,234
Empirical Finance, LLC reports 0.17% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 501,183 shares of Apple Inc. (CH:AAPL) valued at $127,195,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 502,037 shares of Apple Inc.. This represents a change in shares of -0.17% 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)
2026-05-14 2026-03-31 13F/A-1 APPLE COM 037833100 501,183 -854 -0.17 127,195 -6.81 5.9765
2026-05-14 2026-03-31 13F APPLE COM 037833100 501,183 -854 127,195 5.9765
2026-02-12 2025-12-31 13F APPLE COM 037833100 502,037 -24,379 -4.63 136,484 1.82 6.5104
2025-11-13 2025-09-30 13F APPLE COM 037833100 526,416 4,577 0.88 134,041 25.20 6.3817
2025-08-11 2025-06-30 13F APPLE COM 037833100 521,839 8,599 1.68 107,066 -6.09 5.6050
2025-05-07 2025-03-31 13F APPLE COM 037833100 513,240 5,162 1.02 114,006 -10.40 6.8843
2025-01-28 2024-12-31 13F APPLE COM 037833100 508,078 -7,416 -1.44 127,233 5.93 7.3610
2024-11-06 2024-09-30 13F APPLE COM 037833100 515,494 9,628 1.90 120,110 12.73 7.0030
2024-07-30 2024-06-30 13F APPLE COM 037833100 505,866 -41,646 -7.61 106,545 13.48 6.6558
2024-05-06 2024-03-31 13F APPLE COM 037833100 547,512 17,697 3.34 93,887 -7.96 5.7622
2024-02-14 2023-12-31 13F APPLE COM 037833100 529,815 1,298 0.25 102,005 12.73 7.1130
2023-11-02 2023-09-30 13F APPLE COM 037833100 528,517 45,641 9.45 90,487 -3.39 6.6464
2023-07-27 2023-06-30 13F APPLE COM 037833100 482,876 50,870 11.78 93,663 31.48 7.2547
2023-04-05 2023-03-31 13F APPLE COM 037833100 432,006 17,950 4.34 71,238 32.42 6.6720
2023-02-21 2022-12-31 13F/A-1 APPLE COM 037833100 414,056 28,507 7.39 53,798 0.97 5.5700
2023-01-24 2022-12-31 13F APPLE COM 037833100 414,056 28,507 54 5.5699
2022-11-04 2022-09-30 13F APPLE COM 037833100 385,549 61,497 18.98 53,283 20.27 6.3194
2022-08-01 2022-06-30 13F APPLE COM 037833100 324,052 16,712 5.44 44,304 -17.44 5.6467
2022-04-21 2022-03-31 13F APPLE COM 037833100 307,340 31,327 11.35 53,665 9.49 6.0110
2022-02-04 2021-12-31 13F APPLE COM 037833100 276,013 69,784 33.84 49,012 67.96 5.7871
2021-11-12 2021-09-30 13F APPLE COM 037833100 206,229 11,047 5.66 29,181 9.16 4.3984
2021-08-10 2021-06-30 13F/A-1 APPLE COM 037833100 195,182 24,622 14.44 26,732 18.12 4.3580
2021-08-04 2021-06-30 13F APPLE COM 037833100 170,560 0 22,632 3.9802
2021-05-13 2021-03-31 13F APPLE COM 037833100 170,560 0 0.00 22,632 0.00 3.9802
2021-02-02 2020-12-31 13F APPLE COM 037833100 170,560 26,403 18.32 22,632 35.56 3.9802
2020-10-28 2020-09-30 13F/A-1 APPLE COM 037833100 144,157 114,618 388.02 16,695 54.93 3.5773
2020-10-26 2020-09-30 13F APPLE COM 037833100 11,704 -17,835 2,621 731,916.4146
2020-07-20 2020-06-30 13F/A-1 APPLE COM 037833100 29,539 3,577 13.78 10,776 63.22 2.7572
2020-07-20 2020-06-30 13F APPLE COM 037833100 24,590 10,776
2020-04-16 2020-03-31 13F APPLE COM 037833100 25,962 8,438 48.15 6,602 28.29 2.0522
2020-01-27 2019-12-31 13F APPLE COM 037833100 17,524 5,820 49.73 5,146 96.34 1.2514
2019-10-30 2019-09-30 13F APPLE COM 037833100 11,704 166 1.44 2,621 14.75 0.7319
2019-07-09 2019-06-30 13F APPLE COM 037833100 11,538 -157 -1.34 2,284 2.84 0.6259
2019-05-10 2019-03-31 13F APPLE COM 037833100 11,695 -5,941 -33.69 2,221 -20.17 0.5651
2019-01-22 2018-12-31 13F APPLE COM 037833100 17,636 -2,379 -11.89 2,782 -38.42 0.8245
2018-10-18 2018-09-30 13F APPLE COM 037833100 20,015 1,114 5.89 4,518 29.12 1.1242
2018-07-09 2018-06-30 13F APPLE COM 037833100 18,901 7,206 61.62 3,499 57.54 0.8866
2019-05-10 2018-03-31 13F APPLE COM 037833100 11,695 -2,548 -17.89 2,221 -7.84 0.4647
2018-02-01 2017-12-31 13F APPLE COM 037833100 14,243 -1,078 -7.04 2,410 2.03 0.7950
2017-10-31 2017-09-30 13F APPLE COM 037833100 15,321 -882 -5.44 2,362 1.20 0.8149
2017-08-10 2017-06-30 13F APPLE COM 037833100 16,203 3,322 25.79 2,334 26.16 0.8972
2017-05-11 2017-03-31 13F APPLE AAPL 037833100 12,881 8,873 221.38 1,850 297.85 0.8652
2017-02-13 2016-12-31 13F APPLE COM 037833100 4,008 4,008 465 0.3136
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.