Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionFounders Capital Management, Llc
Latest Disclosed Ownership73,993 shares
Latest Disclosed Value $ 18,778,683
Founders Capital Management, Llc reports 0.43% decrease in ownership of AAPL / Apple Inc.

On April 23, 2026 - Founders Capital Management, Llc filed a 13F-HR form disclosing ownership of 73,993 shares of Apple Inc. (CH:AAPL) valued at $18,778,683 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 74,316 shares of Apple Inc.. This represents a change in shares of -0.43% 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)
2026-04-23 2026-03-31 13F APPLE COM 037833100 73,993 -323 -0.43 18,779 -7.05 3.0868
2026-01-23 2025-12-31 13F APPLE COM 037833100 74,316 -316 -0.42 20,204 6.31 3.0006
2025-10-10 2025-09-30 13F APPLE COM 037833100 74,632 -1,590 -2.09 19,004 21.52 2.9729
2025-07-14 2025-06-30 13F APPLE COM 037833100 76,222 -7,873 -9.36 15,638 -16.28 2.6636
2025-04-15 2025-03-31 13F APPLE COM 037833100 84,095 1,802 2.19 18,680 -9.35 3.4357
2025-01-24 2024-12-31 13F APPLE COM 037833100 82,293 -937 -1.13 20,608 6.27 3.6135
2024-10-15 2024-09-30 13F APPLE COM 037833100 83,230 -1,410 -1.67 19,393 8.78 3.3631
2024-07-17 2024-06-30 13F APPLE COM 037833100 84,640 12 0.01 17,827 22.84 3.2015
2024-04-22 2024-03-31 13F APPLE COM 037833100 84,628 -229 -0.27 14,512 -11.17 2.6844
2024-01-23 2023-12-31 13F APPLE COM 037833100 84,857 2,814 3.43 16,338 16.31 3.3491
2023-10-24 2023-09-30 13F APPLE COM 037833100 82,043 -2,606 -3.08 14,047 -14.45 3.1887
2023-07-26 2023-06-30 13F APPLE COM 037833100 84,649 1,720 2.07 16,419 20.07 3.6577
2023-04-18 2023-03-31 13F APPLE COM 037833100 82,929 -973 -1.16 13,675 25.45 3.4059
2023-01-20 2022-12-31 13F APPLE COM 037833100 83,902 -164 -0.20 10,901 -6.17 2.9299
2022-10-21 2022-09-30 13F Apple Computer COM 037833100 84,066 80 0.10 11,618 1.18 3.2566
2022-07-25 2022-06-30 13F Apple Computer COM 037833100 83,986 -56 -0.07 11,483 -21.75 2.9436
2022-05-03 2022-03-31 13F Apple Computer COM 037833100 84,042 -143 -0.17 14,675 -1.83 3.1501
2022-02-16 2021-12-31 13F/A-1 Apple Computer COM 037833100 84,185 -3 -0.00 14,949 25.48 3.2328
2022-01-27 2021-12-31 13F Apple Computer COM 037833100 84,185 -3 14,949 3.3430
2021-10-21 2021-09-30 13F Apple Computer COM 037833100 84,188 108 0.13 11,913 3.45 3.0093
2021-07-15 2021-06-30 13F Apple Computer COM 037833100 84,080 -37,852 -31.04 11,516 -22.68 2.7776
2021-04-12 2021-03-31 13F Apple Computer COM 037833100 121,932 37,196 43.90 14,894 32.46 3.7366
2021-01-15 2020-12-31 13F Apple Computer COM 037833100 84,736 -1,029 -1.20 11,244 13.21 3.2469
2020-10-19 2020-09-30 13F Apple Computer COM 037833100 85,765 64,226 298.18 9,932 26.41 3.1518
2020-07-08 2020-06-30 13F Apple Computer COM 037833100 21,539 71 0.33 7,857 43.93 2.6918
2020-04-20 2020-03-31 13F Apple Computer COM 037833100 21,468 -833 -3.74 5,459 -16.64 2.1693
2020-01-08 2019-12-31 13F Apple Computer COM 037833100 22,301 -200 -0.89 6,549 28.21 2.1600
2019-10-09 2019-09-30 13F Apple Computer COM 037833100 22,501 -553 -2.40 5,108 11.94 1.8155
2019-07-11 2019-06-30 13F Apple Computer COM 037833100 23,054 -129 -0.56 4,563 3.61 1.6193
2019-04-16 2019-03-31 13F Apple Computer COM 037833100 23,183 8,063 53.33 4,404 84.65 1.6151
2019-01-18 2018-12-31 13F/A-1 Apple Computer COM 037833100 15,120 9,396 164.15 2,385 83.60 1.0222
2019-01-15 2018-12-31 13F Apple Computer COM 037833100 15,120 9,396 2,385
2018-10-11 2018-09-30 13F Apple Computer COM 037833100 5,724 27 0.47 1,299 23.13 0.5299
2018-07-09 2018-06-30 13F Apple Computer COM 037833100 5,697 250 4.59 1,055 16.19 0.4810
2018-04-04 2018-03-31 13F Apple Computer COM 037833100 5,447 519 10.53 908 8.87 0.4173
2018-01-11 2017-12-31 13F/A-1 Apple Computer COM 037833100 4,928 0 0.00 834 9.88 0.3692
2018-01-10 2017-12-31 13F Apple Computer COM 037833100 4,928 0 834
2017-10-24 2017-09-30 13F/A-1 Apple Computer COM 037833100 4,928 130 2.71 759 9.84 0.3610
2017-10-16 2017-09-30 13F Apple Computer COM 037833100 4,798 0 759
2017-07-20 2017-06-30 13F Apple Computer COM 037833100 4,798 0 0.00 691 0.29 0.3450
2017-04-25 2017-03-31 13F Apple Computer COM 037833100 4,798 103 2.19 689 26.65 0.3522
2017-01-17 2016-12-31 13F Apple Computer COM 037833100 4,695 3 0.06 544 2.64 0.2947
2016-10-11 2016-09-30 13F Apple Computer COM 037833100 4,692 4 0.09 530 18.30 0.2964
2016-07-14 2016-06-30 13F Apple Computer COM 037833100 4,688 -484 -9.36 448 -20.57 0.2520
2016-04-05 2016-03-31 13F Apple Computer COM 037833100 5,172 1,210 30.54 564 35.25 0.3282
2016-01-08 2015-12-31 13F Apple Computer COM 037833100 3,962 1,129 39.85 417 33.65 0.2510
2015-10-09 2015-09-30 13F Apple Computer COM 037833100 2,833 81 2.94 312 -9.57 0.2013
2015-07-20 2015-06-30 13F Apple Computer COM 037833100 2,752 0 0.00 345 0.88 0.2069
2015-04-13 2015-03-31 13F Apple Computer COM 037833100 2,752 820 42.44 342 60.56 0.2045
2015-01-07 2014-12-31 13F Apple COM 037833100 1,932 1,932 213 0.1303
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.