Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionIron Financial, LLC
Latest Disclosed Ownership63,508 shares
Latest Disclosed Value $ 16,117,681
Iron Financial, LLC reports 0.25% increase in ownership of AAPL / Apple Inc.

On April 27, 2026 - Iron Financial, LLC filed a 13F-HR form disclosing ownership of 63,508 shares of Apple Inc. (CH:AAPL) valued at $16,117,681 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 63,351 shares of Apple Inc.. This represents a change in shares of 0.25% 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)
2026-04-27 2026-03-31 13F APPLE COM 037833100 63,508 157 0.25 16,118 -6.42 7.0433
2026-01-22 2025-12-31 13F APPLE COM 037833100 63,351 -587 -0.92 17,223 5.79 7.9161
2025-10-24 2025-09-30 13F APPLE COM 037833100 63,938 -934 -1.44 16,281 22.32 7.7964
2025-07-25 2025-06-30 13F APPLE COM 037833100 64,872 191 0.30 13,310 -7.36 6.8993
2025-04-25 2025-03-31 13F APPLE COM 037833100 64,681 -489 -0.75 14,368 -11.96 8.0540
2025-01-22 2024-12-31 13F APPLE COM 037833100 65,170 -133 -0.20 16,320 7.26 9.1683
2024-10-28 2024-09-30 13F APPLE COM 037833100 65,303 -697 -1.06 15,216 9.46 8.2808
2024-07-29 2024-06-30 13F APPLE COM 037833100 66,000 2,050 3.21 13,901 26.76 7.7952
2024-04-23 2024-03-31 13F APPLE COM 037833100 63,950 -1,621 -2.47 10,966 -13.13 6.1125
2024-01-19 2023-12-31 13F APPLE COM 037833100 65,571 8 0.01 12,624 12.46 7.1642
2023-10-31 2023-09-30 13F APPLE COM 037833100 65,563 -36 -0.05 11,225 -11.78 6.5154
2023-07-24 2023-06-30 13F APPLE COM 037833100 65,599 -1,242 -1.86 12,724 15.44 6.8317
2023-04-26 2023-03-31 13F APPLE COM 037833100 66,841 9 0.01 11,022 26.94 6.0509
2023-02-14 2022-12-31 13F APPLE COM 037833100 66,832 -786 -1.16 8,683 -7.08 4.9850
2022-11-14 2022-09-30 13F APPLE COM 037833100 67,618 -1,440 -2.09 9,345 -1.03 5.1308
2022-07-27 2022-06-30 13F APPLE COM 037833100 69,058 -3,791 -5.20 9,442 -25.77 4.9440
2022-05-04 2022-03-31 13F APPLE COM 037833100 72,849 -261 -0.36 12,720 -2.02 5.8623
2022-02-11 2021-12-31 13F APPLE COM 037833100 73,110 2,894 4.12 12,982 30.67 5.7908
2021-11-02 2021-09-30 13F APPLE COM 037833100 70,216 87 0.12 9,935 3.44 4.7655
2021-07-28 2021-06-30 13F APPLE COM 037833100 70,129 -1,023 -1.44 9,605 10.52 4.4945
2021-05-07 2021-03-31 13F APPLE COM 037833100 71,152 -5,086 -6.67 8,691 -14.09 4.5860
2021-01-13 2020-12-31 13F APPLE COM 037833100 76,238 -912 -1.18 10,116 13.22 5.0913
2020-11-09 2020-09-30 13F APPLE COM 037833100 77,150 58,057 304.07 8,935 28.28 4.9361
2020-07-15 2020-06-30 13F APPLE COM 037833100 19,093 -216 -1.12 6,965 41.85 3.5901
2020-04-20 2020-03-31 13F APPLE COM 037833100 19,309 -1,420 -6.85 4,910 -19.34 3.0734
2020-01-30 2019-12-31 13F APPLE COM 037833100 20,729 -105 -0.50 6,087 30.45 2.9005
2019-10-21 2019-09-30 13F APPLE COM 037833100 20,834 -613 -2.86 4,666 14.53 3.4751
2019-08-02 2019-06-30 13F APPLE COM 037833100 21,447 -695 -3.14 4,074 -3.14 3.8019
2019-05-08 2019-03-31 13F APPLE COM 037833100 22,142 1,188 5.67 4,206 27.26 2.6610
2019-01-15 2018-12-31 13F APPLE COM 037833100 20,954 429 2.09 3,305 -28.66 2.5730
2018-10-18 2018-09-30 13F APPLE COM 037833100 20,525 -862 -4.03 4,633 17.02 3.1097
2018-07-30 2018-06-30 13F APPLE US Equities 037833100 21,387 -261 -1.21 3,959 9.00 2.1490
2018-04-23 2018-03-31 13F APPLE COM 037833100 21,648 487 2.30 3,632 1.42 2.3313
2018-01-30 2017-12-31 13F APPLE COM 037833100 21,161 837 4.12 3,581 14.34 2.4888
2017-10-23 2017-09-30 13F APPLE COM 037833100 20,324 -2,620 -11.42 3,132 -5.21 2.3890
2017-07-31 2017-06-30 13F APPLE COM 037833100 22,944 -60 -0.26 3,304 -0.03 2.9286
2017-05-02 2017-03-31 13F APPLE COM 037833100 23,004 1,200 5.50 3,305 30.89 2.3818
2017-01-27 2016-12-31 13F APPLE COM 037833100 21,804 -2,817 -11.44 2,525 -9.27 1.7245
2016-11-03 2016-09-30 13F APPLE COM 037833100 24,621 -1,563 -5.97 2,783 11.19 3.3976
2016-07-28 2016-06-30 13F APPLE COM 037833100 26,184 388 1.50 2,503 -10.96 3.2251
2016-04-11 2016-03-31 13F APPLE COM 037833100 25,796 -1,243 -4.60 2,811 -1.23 2.8381
2016-01-19 2015-12-31 13F APPLE COMPUTER US Equities 037833100 27,039 -2,106 -7.23 2,846 -11.48 2.4204
2015-10-27 2015-09-30 13F APPLE COMPUTER US Equities 037833100 29,145 1,779 6.50 3,215 -6.32 2.1399
2015-07-30 2015-06-30 13F APPLE COM 037833100 27,366 -513 -1.84 3,432 -1.07 3.2354
2015-04-09 2015-03-31 13F APPLE COMPUTER Equity 037833100 27,879 27,879 0.00 3,469 2.7081
2015-01-29 2014-12-31 13F APPLE COMPUTER COM 037833100 0 -23,870 -100.00 0 -100.00
2014-10-22 2014-09-30 13F APPLE COMPUTER COM 037833100 23,870 -3,851 -13.89 1,095 -57.49 1.3971
2014-07-30 2014-06-30 13F APPLE COMPUTER Equities 037833100 27,721 23,807 608.25 2,576 22.61 2.2776
2014-05-07 2014-03-31 13F APPLE COMPUTER COM 037833100 3,914 17 0.44 2,101 -3.89 1.5983
2014-01-08 2013-12-31 13F APPLE COMPUTER COM 037833100 3,897 3,897 2,186 2.2299
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.