Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionFiduciary Trust Co
Latest Disclosed Ownership1,461,111 shares
Latest Disclosed Value $ 370,815,241
Fiduciary Trust Co reports 3.29% decrease in ownership of AAPL / Apple Inc.

On May 15, 2026 - Fiduciary Trust Co filed a 13F-HR form disclosing ownership of 1,461,111 shares of Apple Inc. (CH:AAPL) valued at $370,815,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,510,828 shares of Apple Inc.. This represents a change in shares of -3.29% 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)
2026-05-15 2026-03-31 13F APPLE COM 037833100 1,461,111 -49,717 -3.29 370,815 -9.72 2.5521
2026-02-13 2025-12-31 13F APPLE COM 037833100 1,510,828 -50,364 -3.23 410,734 3.32 4.6693
2025-11-14 2025-09-30 13F APPLE COM 037833100 1,561,192 -14,973 -0.95 397,526 22.93 4.5032
2025-08-14 2025-06-30 13F APPLE COM 037833100 1,576,165 -9,082 -0.57 323,382 -8.16 3.9785
2025-05-15 2025-03-31 13F APPLE COM 037833100 1,585,247 -4,146 -0.26 352,131 -11.53 4.6113
2025-02-14 2024-12-31 13F APPLE COM 037833100 1,589,393 -12,774 -0.80 398,016 6.62 5.2546
2024-11-14 2024-09-30 13F APPLE COM 037833100 1,602,167 8,651 0.54 373,305 11.23 5.2138
2024-08-14 2024-06-30 13F APPLE COM 037833100 1,593,516 -24,976 -1.54 335,626 20.93 5.0382
2024-05-14 2024-03-31 13F APPLE COM 037833100 1,618,492 -41,100 -2.48 277,539 -13.14 4.2586
2024-02-12 2023-12-31 13F APPLE COM 037833100 1,659,592 -46,072 -2.70 319,521 9.42 5.3385
2023-11-14 2023-09-30 13F APPLE COM 037833100 1,705,664 -52,295 -2.97 292,027 -14.36 5.3401
2023-08-01 2023-06-30 13F APPLE COM 037833100 1,757,959 -24,494 -1.37 340,991 16.01 6.0082
2023-05-15 2023-03-31 13F APPLE COM 037833100 1,782,453 -58,099 -3.16 293,926 22.91 5.4510
2023-02-14 2022-12-31 13F APPLE COM 037833100 1,840,552 -80,957 -4.21 239,143 -9.95 4.6532
2022-11-14 2022-09-30 13F APPLE COM 037833100 1,921,509 -31,232 -1.60 265,552 -0.53 5.7461
2022-08-12 2022-06-30 13F APPLE COM 037833100 1,952,741 -51,069 -2.55 266,979 -23.70 5.6232
2022-05-12 2022-03-31 13F APPLE COM 037833100 2,003,810 -84,502 -4.05 349,886 -5.65 6.2726
2022-02-14 2021-12-31 13F APPLE COM 037833100 2,088,312 -3,169 -0.15 370,821 25.30 6.0975
2021-11-12 2021-09-30 13F APPLE COM 037833100 2,091,481 -54,620 -2.55 295,944 0.69 5.2662
2021-08-16 2021-06-30 13F APPLE COM 037833100 2,146,101 -88,145 -3.95 293,930 7.70 5.6890
2021-05-19 2021-03-31 13F APPLE COM 037833100 2,234,246 -83,534 -3.60 272,913 -11.26 5.5377
2021-01-26 2020-12-31 13F APPLE COM 037833100 2,317,780 -23,950 -1.02 307,547 13.40 6.4098
2020-11-13 2020-09-30 13F APPLE COM 037833100 2,341,730 1,738,898 288.45 271,196 23.32 6.3896
2020-08-13 2020-06-30 13F APPLE COM 037833100 602,832 -7,230 -1.19 219,913 41.76 5.4420
2020-05-15 2020-03-31 13F APPLE COM 037833100 610,062 -877 -0.14 155,133 -13.53 4.5017
2020-02-04 2019-12-31 13F APPLE COM 037833100 610,939 -13,119 -2.10 179,402 28.36 4.1839
2019-11-12 2019-09-30 13F APPLE COM 037833100 624,058 36,308 6.18 139,770 20.15 3.5080
2019-08-14 2019-06-30 13F APPLE COM 037833100 587,750 -7,588 -1.27 116,327 2.87 3.0518
2019-05-07 2019-03-31 13F APPLE COM 037833100 595,338 -12,380 -2.04 113,084 17.97 3.0395
2019-01-29 2018-12-31 13F APPLE COM 037833100 607,718 -5,009 -0.82 95,862 -30.69 2.9365
2018-11-13 2018-09-30 13F APPLE COM 037833100 612,727 -14,514 -2.31 138,317 19.13 3.8821
2018-08-03 2018-06-30 13F APPLE COM 037833100 627,241 -12,190 -1.91 116,109 8.23 3.5150
2018-05-07 2018-03-31 13F APPLE COM 037833100 639,431 3,619 0.57 107,284 -0.29 3.3148
2018-01-29 2017-12-31 13F APPLE COM 037833100 635,812 -11,894 -1.84 107,598 7.79 3.1986
2017-11-02 2017-09-30 13F APPLE COM 037833100 647,706 -8,928 -1.36 99,825 5.56 3.0717
2017-08-09 2017-06-30 13F APPLE COM 037833100 656,634 -2,509 -0.38 94,568 -0.13 2.8991
2017-05-15 2017-03-31 13F APPLE COM 037833100 659,143 -9,820 -1.47 94,692 22.21 2.8938
2017-02-14 2016-12-31 13F APPLE COM 037833100 668,963 4,369 0.66 77,480 3.13 2.5105
2016-11-14 2016-09-30 13F APPLE COM 037833100 664,594 -6,126 -0.91 75,132 17.17 2.5730
2016-08-12 2016-06-30 13F APPLE COM 037833100 670,720 6,750 1.02 64,120 -11.39 2.2526
2016-05-16 2016-03-31 13F APPLE COM 037833100 663,970 80,203 13.74 72,366 17.77 2.5585
2016-02-03 2015-12-31 13F APPLE COMMON 037833100 583,767 21,862 3.89 61,448 -0.86 2.6055
2015-11-10 2015-09-30 13F APPLE COMMON 037833100 561,905 15,906 2.91 61,978 -9.50 2.7946
2015-08-10 2015-06-30 13F APPLE Common 037833100 545,999 -8,116 -1.46 68,482 -0.68 2.8491
2015-04-28 2015-03-31 13F APPLE Common 037833100 554,115 -3,619 -0.65 68,949 12.00 2.8551
2015-01-26 2014-12-31 13F APPLE Common 037833100 557,734 -1,282 -0.23 61,563 15.46 2.5874
2014-11-03 2014-09-30 13F APPLE Common 037833100 559,016 -5,226 -0.93 53,322 1.69 2.3517
2014-07-25 2014-06-30 13F APPLE Common 037833100 564,242 481,321 580.46 52,435 17.81 2.2427
2014-05-13 2014-03-31 13F APPLE Common 037833100 82,921 -2,570 -3.01 44,507 -7.20 1.9695
2014-02-19 2013-12-31 13F APPLE Common 037833100 85,491 -1,506 -1.73 47,962 15.64 2.1209
2013-10-31 2013-09-30 13F/A-1 APPLE Common 037833100 86,997 -4,273 41,476 1.9100
2013-11-06 2013-09-30 13F/A-2 APPLE Common 037833100 86,997 -4,273 -4.68 41,476 14.60 1.9100
2013-10-29 2013-09-30 13F APPLE Common 037833100 86,997 41,476
2013-08-08 2013-06-30 13F APPLE Common 037833100 91,270 91,270 36,191 1.6752
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.