Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership493,268 shares
Latest Disclosed Value $ 125,186,585
Gradient Investments LLC reports 2.65% decrease in ownership of AAPL / Apple Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 493,268 shares of Apple Inc. (CH:AAPL) valued at $125,186,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 506,680 shares of Apple Inc.. This represents a change in shares of -2.65% 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)
2026-04-13 2026-03-31 13F APPLE COM 037833100 493,268 -13,412 -2.65 125,187 -9.12 1.9394
2026-01-08 2025-12-31 13F APPLE COM 037833100 506,680 24,728 5.13 137,746 12.24 2.1865
2025-10-06 2025-09-30 13F APPLE COM 037833100 481,952 16,687 3.59 122,719 28.56 2.0489
2025-07-08 2025-06-30 13F APPLE COM 037833100 465,265 24,931 5.66 95,458 -2.41 1.7452
2025-04-09 2025-03-31 13F APPLE COM 037833100 440,334 54,737 14.20 97,811 1.29 1.9730
2025-01-21 2024-12-31 13F APPLE COM 037833100 385,597 -9,209 -2.33 96,561 4.97 1.9554
2024-10-15 2024-09-30 13F APPLE COM 037833100 394,806 -353 -0.09 91,990 10.53 1.9169
2024-07-18 2024-06-30 13F APPLE COM 037833100 395,159 27,317 7.43 83,228 31.95 1.8690
2024-04-23 2024-03-31 13F APPLE COM 037833100 367,842 -47,126 -11.36 63,078 -21.05 1.4628
2024-01-18 2023-12-31 13F APPLE COM 037833100 414,968 9,756 2.41 79,894 15.16 1.9320
2023-10-27 2023-09-30 13F APPLE COM 037833100 405,212 17,712 4.57 69,376 -7.70 1.8312
2023-07-11 2023-06-30 13F APPLE COM 037833100 387,500 20,585 5.61 75,163 24.23 1.9356
2023-04-17 2023-03-31 13F APPLE COM 037833100 366,915 30,706 9.13 60,504 38.51 1.6497
2023-01-10 2022-12-31 13F APPLE COM 037833100 336,209 -2,505 -0.74 43,684 -6.68 1.3770
2022-10-14 2022-09-30 13F APPLE COM 037833100 338,714 -16,016 -4.51 46,810 -3.48 1.4318
2022-07-11 2022-06-30 13F APPLE COM 037833100 354,730 -12,339 -3.36 48,499 -24.33 1.4159
2022-05-26 2022-03-31 13F APPLE COM 037833100 367,069 -36,300 -9.00 64,094 -10.52 1.6465
2022-01-12 2021-12-31 13F APPLE COM 037833100 403,369 3,816 0.96 71,626 26.69 1.8158
2021-10-18 2021-09-30 13F APPLE COM 037833100 399,553 28,555 7.70 56,537 11.27 1.5840
2021-07-12 2021-06-30 13F APPLE COM 037833100 370,998 24,271 7.00 50,812 19.97 1.4868
2021-04-21 2021-03-31 13F APPLE COM 037833100 346,727 122,558 54.67 42,353 63.14 1.3771
2021-01-08 2020-12-31 13F APPLE COM 037833100 224,169 -980 -0.44 25,961 -0.44 1.1018
2020-10-06 2020-09-30 13F APPLE COM 037833100 225,149 169,731 306.27 26,075 28.98 1.0951
2020-07-10 2020-06-30 13F APPLE COM 037833100 55,418 2,002 3.75 20,216 48.83 0.9218
2020-04-07 2020-03-31 13F APPLE COM 037833100 53,416 -22,681 -29.81 13,583 -39.22 0.7319
2020-01-15 2019-12-31 13F APPLE COM 037833100 76,097 -13,398 -14.97 22,346 11.48 0.9952
2019-10-10 2019-09-30 13F APPLE COM 037833100 89,495 1,927 2.20 20,044 15.65 0.9818
2019-07-16 2019-06-30 13F APPLE COM 037833100 87,568 22,399 34.37 17,331 40.00 0.8897
2019-04-11 2019-03-31 13F APPLE COM 037833100 65,169 -4,172 -6.02 12,379 13.17 0.8004
2019-01-18 2018-12-31 13F APPLE COM 037833100 69,341 -3,353 -4.61 10,938 -33.35 0.6563
2018-10-11 2018-09-30 13F APPLE COM 037833100 72,694 5,320 7.90 16,410 31.57 0.8416
2018-08-09 2018-06-30 13F APPLE COM 037833100 67,374 1,573 2.39 12,472 12.97 0.6660
2018-04-10 2018-03-31 13F APPLE COM 037833100 65,801 50,883 341.08 11,040 337.23 0.5977
2018-02-07 2017-12-31 13F APPLE COM 037833100 14,918 -711 -4.55 2,525 4.82 0.1459
2017-10-16 2017-09-30 13F APPLE COM 037833100 15,629 847 5.73 2,409 13.15 0.1539
2017-07-19 2017-06-30 13F APPLE COM 037833100 14,782 1,122 8.21 2,129 8.51 0.1494
2017-04-11 2017-03-31 13F APPLE COM 037833100 13,660 -49,672 -78.43 1,962 -73.25 0.1501
2017-01-17 2016-12-31 13F APPLE COM 037833100 63,332 166 0.26 7,335 2.72 0.6427
2016-10-11 2016-09-30 13F APPLE COM 037833100 63,166 2,551 4.21 7,141 23.23 0.7016
2016-07-14 2016-06-30 13F APPLE COM 037833100 60,615 7,450 14.01 5,795 0.02 0.6274
2016-04-13 2016-03-31 13F APPLE COM 037833100 53,165 37,484 239.04 5,794 250.94 0.7151
2016-01-19 2015-12-31 13F APPLE COM 037833100 15,681 48 0.31 1,651 -4.23 0.2202
2015-10-14 2015-09-30 13F APPLE COM 037833100 15,633 7,247 86.42 1,724 63.88 0.2447
2015-08-25 2015-06-30 13F APPLE COM 037833100 8,386 1,082 14.81 1,052 15.73 0.1441
2015-04-10 2015-03-31 13F APPLE COM 037833100 7,304 -4,610 -38.69 909 -30.87 0.1358
2015-01-15 2014-12-31 13F APPLE COM 037833100 11,914 -286 -2.34 1,315 7.00 0.2165
2014-10-14 2014-09-30 13F APPLE COM 037833100 12,200 10,660 692.21 1,229 48.61 0.2222
2014-04-11 2014-03-31 13F APPLE COM 037833100 1,540 254 19.75 827 14.70 0.1914
2014-01-13 2013-12-31 13F APPLE COM 037833100 1,286 292 29.38 721 52.11 0.1918
2013-10-15 2013-09-30 13F APPLE COM 037833100 994 683 219.61 474 285.37 0.1494
2013-07-19 2013-06-30 13F APPLE COM 037833100 311 311 123 0.0462
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.