Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionKing Wealth
Latest Disclosed Ownership148,829 shares
Latest Disclosed Value $ 37,771
King Wealth reports 0.40% increase in ownership of AAPL / Apple Inc.

On May 4, 2026 - King Wealth filed a 13F-HR form disclosing ownership of 148,829 shares of Apple Inc. (CH:AAPL) valued at $37,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 148,243 shares of Apple Inc.. This represents a change in shares of 0.40% 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)
2026-05-04 2026-03-31 13F APPLE COM 037833100 148,829 586 0.40 38 -7.50 4.7230
2026-02-09 2025-12-31 13F APPLE COM 037833100 148,243 14,350 10.72 40 17.65 4.8575
2025-11-07 2025-09-30 13F APPLE COM 037833100 133,893 -47 -0.04 34 25.93 4.2838
2025-08-08 2025-06-30 13F APPLE COM 037833100 133,940 -1,005 -0.74 27 -6.90 3.7282
2025-05-08 2025-03-31 13F APPLE COM 037833100 134,945 -1,625 -1.19 30 -14.71 4.5438
2025-02-10 2024-12-31 13F APPLE COM 037833100 136,570 12,210 9.82 34 21.43 4.9889
2024-11-06 2024-09-30 13F APPLE COM 037833100 124,360 -880 -0.70 29 7.69 4.5156
2024-08-08 2024-06-30 13F APPLE COM 037833100 125,240 997 0.80 26 23.81 4.3979
2024-05-09 2024-03-31 13F APPLE COM 037833100 124,243 5,852 4.94 21 -4.55 3.7365
2024-02-08 2023-12-31 13F APPLE COM 037833100 118,391 -1,525 -1.27 23 10.00 4.4063
2023-11-09 2023-09-30 13F APPLE COM 037833100 119,916 -491 -0.41 21 -13.04 4.3277
2023-08-10 2023-06-30 13F APPLE COM 037833100 120,407 364 0.30 23 21.05 4.7201
2023-05-10 2023-03-31 13F APPLE COM 037833100 120,043 135 0.11 20 26.67 4.3729
2023-02-09 2022-12-31 13F APPLE COM 037833100 119,908 -367 -0.31 16 -99.91 3.7256
2022-11-10 2022-09-30 13F APPLE COM 037833100 120,275 -42 -0.03 16,622 1.05 4.2239
2022-08-11 2022-06-30 13F APPLE COM 037833100 120,317 -3,415 -2.76 16,450 -23.86 3.9380
2022-05-12 2022-03-31 13F APPLE COM 037833100 123,732 1,013 0.83 21,605 -0.85 4.2421
2022-02-11 2021-12-31 13F APPLE COM 037833100 122,719 -3 -0.00 21,791 25.49 4.0441
2021-11-12 2021-09-30 13F APPLE COM 037833100 122,722 -64 -0.05 17,365 3.26 3.5560
2021-08-12 2021-06-30 13F APPLE COM 037833100 122,786 -3,968 -3.13 16,817 8.62 3.4377
2021-05-14 2021-03-31 13F APPLE COM 037833100 126,754 -8,072 -5.99 15,483 -13.45 3.4741
2021-02-12 2020-12-31 13F APPLE COM 037833100 134,826 420 0.31 17,890 14.93 4.1929
2020-11-12 2020-09-30 13F APPLE COM 037833100 134,406 99,555 285.66 15,566 22.43 4.0415
2020-08-13 2020-06-30 13F APPLE COM 037833100 34,851 660 1.93 12,714 46.24 3.7345
2020-05-13 2020-03-31 13F APPLE COM 037833100 34,191 628 1.87 8,694 -11.78 3.7534
2020-02-13 2019-12-31 13F APPLE COM 037833100 33,563 425 1.28 9,855 32.78 2.6077
2019-11-13 2019-09-30 13F APPLE COM 037833100 33,138 1,124 3.51 7,422 17.14 2.1292
2019-08-13 2019-06-30 13F APPLE COM 037833100 32,014 344 1.09 6,336 5.32 1.8943
2019-05-13 2019-03-31 13F APPLE COM 037833100 31,670 -10,834 -25.49 6,016 -10.28 1.8823
2019-02-14 2018-12-31 13F APPLE COM 037833100 42,504 -657 -1.52 6,705 -31.20 2.4265
2018-11-13 2018-09-30 13F APPLE COM 037833100 43,161 5,716 15.27 9,746 40.61 3.0478
2018-08-14 2018-06-30 13F APPLE COM 037833100 37,445 481 1.30 6,931 11.75 2.3743
2018-05-14 2018-03-31 13F APPLE COM 037833100 36,964 911 2.53 6,202 1.66 2.2014
2018-02-12 2017-12-31 13F APPLE COM 037833100 36,053 343 0.96 6,101 10.85 2.1564
2017-11-13 2017-09-30 13F APPLE COM 037833100 35,710 25,531 250.82 5,504 275.44 2.0460
2017-08-14 2017-06-30 13F APPLE COM 037833100 10,179 134 1.33 1,466 1.59 0.5822
2017-05-11 2017-03-31 13F APPLE COM 037833100 10,045 688 7.35 1,443 33.12 0.6032
2017-02-13 2016-12-31 13F APPLE COM 037833100 9,357 1,288 15.96 1,084 18.86 0.4868
2016-11-14 2016-09-30 13F APPLE Stock 037833100 8,069 -434 -5.10 912 12.18 0.4532
2016-08-12 2016-06-30 13F APPLE Stock 037833100 8,503 -670 -7.30 813 -18.70 0.4337
2016-05-12 2016-03-31 13F APPLE Stock 037833100 9,173 715 8.45 1,000 12.36 0.5381
2016-02-11 2015-12-31 13F APPLE Stock 037833100 8,458 1,008 13.53 890 8.27 0.4909
2015-11-10 2015-09-30 13F APPLE Stock 037833100 7,450 228 3.16 822 -9.27 0.5053
2015-08-11 2015-06-30 13F APPLE Stock 037833100 7,222 -186 -2.51 906 -1.63 0.4956
2015-05-12 2015-03-31 13F APPLE Stock 037833100 7,408 -259 -3.38 921 8.87 0.5317
2015-02-11 2014-12-31 13F APPLE Common 037833100 7,667 1,641 27.23 846 39.37 0.4498
2014-11-13 2014-09-30 13F APPLE Common 037833100 6,026 1,588 35.78 607 48.77 0.3805
2014-08-14 2014-06-30 13F/A-1 APPLE Common 037833100 548 0 294 0.2027
2014-08-25 2014-06-30 13F/A-2 APPLE Common 037833100 4,438 3,890 408 0.2571
2014-08-26 2014-06-30 13F/A-3 APPLE Common 037833100 4,438 3,890 709.85 408 -99.86 0.2513
2014-08-13 2014-06-30 13F APPLE Common 037833100 548,000 294,140
2014-05-08 2014-03-31 13F APPLE Common 037833100 548 30 5.79 294,140 1.05 0.2027
2014-02-13 2013-12-31 13F APPLE Common 037833100 518 518 291,075 0.1662
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.