Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionFirst Business Financial Services, Inc.
Latest Disclosed Ownership59,469 shares
Latest Disclosed Value $ 15,092,638
First Business Financial Services, Inc. reports 4.46% increase in ownership of AAPL / Apple Inc.

On May 1, 2026 - First Business Financial Services, Inc. filed a 13F-HR form disclosing ownership of 59,469 shares of Apple Inc. (CH:AAPL) valued at $15,092,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 56,928 shares of Apple Inc.. This represents a change in shares of 4.46% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F Apple Com 037833100 59,469 2,541 4.46 15,093 -2.48 1.3419
2026-02-06 2025-12-31 13F Apple Com 037833100 56,928 451 0.80 15,476 7.62 1.4211
2025-10-30 2025-09-30 13F Apple Com 037833100 56,477 -3,154 -5.29 14,381 17.54 1.3192
2025-07-31 2025-06-30 13F Apple Com 037833100 59,631 -1,562 -2.55 12,234 -9.99 1.1033
2025-05-02 2025-03-31 13F Apple Com 037833100 61,193 2,465 4.20 13,593 -7.58 1.3366
2025-02-06 2024-12-31 13F Apple Com 037833100 58,728 584 1.00 14,707 8.56 1.4541
2024-11-06 2024-09-30 13F Apple Com 037833100 58,144 5,458 10.36 13,548 22.09 1.3558
2024-08-02 2024-06-30 13F Apple Com 037833100 52,686 921 1.78 11,097 25.01 1.1764
2024-05-15 2024-03-31 13F/A-1 Apple Common 037833100 51,765 -87 -0.17 8,877 -11.09 0.9519
2024-05-06 2024-03-31 13F Apple Common 037833100 51,852 0 9,983 1.1606
2024-02-14 2023-12-31 13F Apple Common 037833100 51,852 -2,586 -4.75 9,983 7.11 1.1606
2023-11-14 2023-09-30 13F Apple Common 037833100 54,438 161 0.30 9,320 -11.47 1.1876
2023-08-07 2023-06-30 13F Apple Common 037833100 54,277 4 0.01 10,528 17.64 1.2986
2023-05-09 2023-03-31 13F Apple Common 037833100 54,273 -74 -0.14 8,950 127,742.86 1.1232
2023-02-02 2022-12-31 13F Apple Common 037833100 54,347 49,289 974.48 7 -99.91 0.9488
2022-11-15 2022-09-30 13F Apple Common 037833100 5,058 -53,225 -91.32 7,553 -5.21 1.0785
2022-08-02 2022-06-30 13F Apple Common 037833100 58,283 1,942 3.45 7,968 -19.01 1.0732
2022-05-09 2022-03-31 13F Apple Common 037833100 56,341 163 0.29 9,838 -1.38 1.0878
2022-02-10 2021-12-31 13F Apple Common 037833100 56,178 2,246 4.16 9,976 30.73 1.0556
2021-10-26 2021-09-30 13F Apple Common 037833100 53,932 1,076 2.04 7,631 5.42 0.8732
2021-07-20 2021-06-30 13F Apple Common 037833100 52,856 2,582 5.14 7,239 17.88 0.8462
2021-04-20 2021-03-31 13F Apple Common 037833100 50,274 2,541 5.32 6,141 -3.05 0.8152
2021-01-28 2020-12-31 13F Apple Common 037833100 47,733 -685 -1.41 6,334 12.97 0.9203
2020-11-04 2020-09-30 13F Apple Common 037833100 48,418 36,200 296.28 5,607 25.80 0.9359
2020-08-12 2020-06-30 13F Apple Com 037833100 12,218 578 4.97 4,457 50.57 0.7989
2020-05-01 2020-03-31 13F Apple Common 037833100 11,640 -269 -2.26 2,960 -15.36 0.5893
2020-02-10 2019-12-31 13F Apple Common 037833100 11,909 325 2.81 3,497 34.81 0.5534
2019-11-05 2019-09-30 13F Apple Common 037833100 11,584 410 3.67 2,594 17.27 0.4434
2019-07-24 2019-06-30 13F Apple Common 037833100 11,174 -47 -0.42 2,212 3.80 0.3843
2019-05-03 2019-03-31 13F Apple Common 037833100 11,221 -78 -0.69 2,131 19.58 0.3799
2019-02-06 2018-12-31 13F Apple Common 037833100 11,299 1,436 14.56 1,782 -19.95 0.3032
2018-11-01 2018-09-30 13F Apple Common 037833100 9,863 890 9.92 2,226 34.02 0.3508
2018-08-06 2018-06-30 13F Apple Common 037833100 8,973 388 4.52 1,661 15.35 0.2975
2018-05-14 2018-03-31 13F Apple Common 037833100 8,585 29 0.34 1,440 -0.55 0.2674
2018-02-07 2017-12-31 13F Apple Common 037833100 8,556 1,203 16.36 1,448 27.80 0.2655
2017-10-26 2017-09-30 13F Apple COMMON STOCK 037833100 7,353 304 4.31 1,133 11.63 0.2253
2017-08-09 2017-06-30 13F Apple COMMON STOCK 037833100 7,049 -108 -1.51 1,015 -1.26 0.2083
2017-05-11 2017-03-31 13F Apple COMMON STOCK 037833100 7,157 620 9.48 1,028 35.80 0.2167
2017-02-10 2016-12-31 13F Apple COMMON STOCK 037833100 6,537 -238 -3.51 757 -1.17 0.1754
2016-11-02 2016-09-30 13F APPLE COMMON STOCK 037833100 6,775 0 0.00 766 18.21 0.1873
2016-07-28 2016-06-30 13F APPLE COMMON STOCK 037833100 6,775 -664 -8.93 648 -20.10 0.1667
2016-05-10 2016-03-31 13F APPLE COMMON STOCK 037833100 7,439 4,563 158.66 811 167.66 0.2210
2016-02-09 2015-12-31 13F APPLE COMMON STOCK 037833100 2,876 -2,400 -45.49 303 -47.94 0.0906
2015-11-05 2015-09-30 13F APPLE COMMON STOCK 037833100 5,276 3,620 218.60 582 179.81 0.1863
2015-08-03 2015-06-30 13F APPLE COMMON STOCK 037833100 1,656 1,656 208 0.0604
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.