Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership25,748 shares
Latest Disclosed Value $ 6,534,597
Financial Management Professionals, Inc. reports 0.74% increase in ownership of AAPL / Apple Inc.

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 25,748 shares of Apple Inc. (CH:AAPL) valued at $6,534,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 25,560 shares of Apple Inc.. This represents a change in shares of 0.74% 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)
2026-04-15 2026-03-31 13F Apple Stock 037833100 25,748 188 0.74 6,535 -5.96 0.7329
2026-01-27 2025-12-31 13F Apple Stock 037833100 25,560 -70 -0.27 6,949 6.47 0.7167
2025-10-15 2025-09-30 13F Apple Stock 037833100 25,630 4,898 23.63 6,526 53.44 0.6792
2025-07-15 2025-06-30 13F Apple Stock 037833100 20,732 -1,669 -7.45 4,254 -14.51 0.4786
2025-04-10 2025-03-31 13F Apple Stock 037833100 22,401 -290 -1.28 4,976 -12.44 0.6356
2025-01-15 2024-12-31 13F Apple Stock 037833100 22,691 -377 -1.63 5,682 113,540.00 0.7183
2024-10-24 2024-09-30 13F Apple Stock 037833100 23,068 -458 -1.95 5 25.00 0.6674
2024-07-12 2024-06-30 13F Apple Stock 037833100 23,526 -862 -3.53 5 0.00 0.6801
2024-04-16 2024-03-31 13F Apple Stock 037833100 24,388 -625 -2.50 4 0.00 0.6164
2024-01-12 2023-12-31 13F Apple Stock 037833100 25,013 834 3.45 5 0.00 0.7847
2023-10-13 2023-09-30 13F Apple Stock 037833100 24,179 -823 -3.29 4 0.00 0.7280
2023-07-10 2023-06-30 13F Apple Stock 037833100 25,002 -5,450 -17.90 5 -20.00 0.8113
2023-04-13 2023-03-31 13F Apple Stock 037833100 30,452 2,198 7.78 5 66.67 0.9689
2023-01-11 2022-12-31 13F Apple Stock 037833100 28,254 -409 -1.43 4 -99.92 0.7528
2022-10-27 2022-09-30 13F Apple Stock 037833100 28,663 -438 -1.51 3,961 -0.45 0.9068
2022-07-12 2022-06-30 13F APPLE COM 037833100 29,101 -112 -0.38 3,979 -22.00 0.9655
2022-04-27 2022-03-31 13F APPLE COM 037833100 29,213 791 2.78 5,101 1.07 1.1060
2022-01-28 2021-12-31 13F APPLE COM 037833100 28,422 -2,860 -9.14 5,047 14.03 1.0694
2021-11-02 2021-09-30 13F APPLE COM 037833100 31,282 9,031 40.59 4,426 45.21 1.0215
2021-08-05 2021-06-30 13F APPLE COM 037833100 22,251 1,069 5.05 3,048 17.82 0.7846
2021-04-26 2021-03-31 13F APPLE COM 037833100 21,182 -120 -0.56 2,587 -8.49 0.6923
2021-02-03 2020-12-31 13F APPLE COM 037833100 21,302 118 0.56 2,827 15.25 0.7929
2020-10-26 2020-09-30 13F APPLE COM 037833100 21,184 16,113 317.75 2,453 32.59 0.8751
2020-07-21 2020-06-30 13F APPLE COM 037833100 5,071 838 19.80 1,850 71.93 0.6382
2020-04-24 2020-03-31 13F APPLE COM 037833100 4,233 -131 -3.00 1,076 -16.07 0.4561
2020-01-21 2019-12-31 13F APPLE COM 037833100 4,364 -324 -6.91 1,282 22.10 0.4244
2019-10-11 2019-09-30 13F APPLE COM 037833100 4,688 -810 -14.73 1,050 -3.49 0.3871
2019-07-29 2019-06-30 13F APPLE COM 037833100 5,498 1,014 22.61 1,088 27.70 0.4032
2019-04-22 2019-03-31 13F APPLE COM 037833100 4,484 -282 -5.92 852 13.30 0.3424
2019-01-22 2018-12-31 13F APPLE COM 037833100 4,766 15 0.32 752 -29.92 0.4686
2018-10-24 2018-09-30 13F APPLE COM 037833100 4,751 139 3.01 1,073 25.64 0.4167
2018-08-01 2018-06-30 13F APPLE COM 037833100 4,612 1,324 40.27 854 54.71 0.3478
2018-05-04 2018-03-31 13F APPLE COM 037833100 3,288 473 16.80 552 15.97 0.2857
2018-01-19 2017-12-31 13F APPLE COM 037833100 2,815 -31 -1.09 476 8.68 0.2008
2017-10-19 2017-09-30 13F APPLE COM 037833100 2,846 -163 -5.42 438 1.15 0.1919
2017-07-28 2017-06-30 13F APPLE COM 037833100 3,009 2 0.07 433 0.23 0.1965
2017-04-18 2017-03-31 13F APPLE COM 037833100 3,007 165 5.81 432 31.31 0.2204
2017-02-06 2016-12-31 13F APPLE COM 037833100 2,842 1 0.04 329 2.49 0.1715
2016-11-07 2016-09-30 13F APPLE COM 037833100 2,841 143 5.30 321 24.90 0.1665
2016-08-04 2016-06-30 13F APPLE COM 037833100 2,698 140 5.47 257 -7.89 0.1352
2016-05-04 2016-03-31 13F APPLE COM 037833100 2,558 -83 -3.14 279 0.72 0.1445
2016-01-28 2015-12-31 13F APPLE COM 037833100 2,641 86 3.37 277 -1.77 0.1421
2015-11-03 2015-09-30 13F APPLE COM 037833100 2,555 -89 -3.37 282 -14.80 0.1909
2015-07-30 2015-06-30 13F APPLE COM 037833100 2,644 1 0.04 331 0.61 0.1549
2015-05-05 2015-03-31 13F APPLE COM 037833100 2,643 2,643 0.00 329 0.1541
2015-01-29 2014-12-31 13F APPLE COM 037833100 0 -2,522 -100.00 0 -100.00
2014-11-03 2014-09-30 13F APPLE COM 037833100 2,522 -761 -23.18 254 -16.72 0.1733
2014-08-01 2014-06-30 13F APPLE COM 037833100 3,283 2,715 477.99 305 0.00 0.2022
2014-05-06 2014-03-31 13F APPLE COM 037833100 568 -10 -1.73 305 -5.86 0.2096
2014-01-23 2013-12-31 13F APPLE COM 037833100 578 -100 -14.75 324 0.31 0.2186
2013-10-30 2013-09-30 13F APPLE COM 037833100 678 -50 -6.87 323 11.76 0.2000
2013-08-08 2013-06-30 13F APPLE COM 037833100 728 728 289 0.2125
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.