Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLaffer Investments
Latest Disclosed Ownership74,715 shares
Latest Disclosed Value $ 18,962,007
Laffer Investments reports 8.54% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 74,715 shares of Apple Inc. (CH:AAPL) valued at $18,962,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 68,836 shares of Apple Inc.. This represents a change in shares of 8.54% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833100 74,715 5,879 8.54 18,962 1.33 2.7999
2026-02-12 2025-12-31 13F APPLE COM 037833100 68,836 -931 -1.33 18,714 5.34 2.8440
2025-11-12 2025-09-30 13F APPLE COM 037833100 69,767 -14,133 -16.85 17,765 3.20 2.8132
2025-08-07 2025-06-30 13F APPLE COM 037833100 83,900 39,223 87.79 17,214 73.47 3.0677
2025-05-14 2025-03-31 13F APPLE COM 037833100 44,677 -6,930 -13.43 9,924 -23.21 2.1130
2025-02-06 2024-12-31 13F APPLE COM 037833100 51,607 -36,569 -41.47 12,923 -37.10 2.5411
2024-11-04 2024-09-30 13F APPLE COM 037833100 88,176 989 1.13 20,545 11.88 4.1606
2024-08-14 2024-06-30 13F APPLE COMMON STOCKS 037833100 87,187 28,673 49.00 18,363 83.01 3.9579
2024-05-15 2024-03-31 13F APPLE COMMON STOCKS 037833100 58,514 17,974 44.34 10,034 28.56 2.5904
2024-02-08 2023-12-31 13F APPLE COMMON STOCKS 037833100 40,540 1,879 4.86 7,805 17.92 2.0749
2023-11-14 2023-09-30 13F APPLE COMMON STOCKS 037833100 38,661 6,830 21.46 6,619 7.21 1.9463
2023-08-14 2023-06-30 13F APPLE COMMON STOCKS 037833100 31,831 -4,632 -12.70 6,174 2.69 1.6381
2023-05-09 2023-03-31 13F APPLE COMMON STOCKS 037833100 36,463 4,086 12.62 6,013 42.94 1.6289
2023-02-10 2022-12-31 13F APPLE COMMON STOCKS 037833100 32,377 -14,038 -30.24 4,207 -34.42 1.2107
2022-11-10 2022-09-30 13F apple COMMON STOCKS 037833100 46,415 1,786 4.00 6,415 5.13 2.3571
2022-08-15 2022-06-30 13F apple COMMON STOCKS 037833100 44,629 630 1.43 6,102 -20.58 2.1425
2022-05-13 2022-03-31 13F apple COMMON STOCKS 037833100 43,999 42 0.10 7,683 -1.58 2.3146
2022-02-11 2021-12-31 13F apple COMMON STOCKS 037833100 43,957 182 0.42 7,805 26.01 2.2542
2021-11-16 2021-09-30 13F apple COMMON STOCKS 037833100 43,775 32,043 273.12 6,194 285.68 1.7922
2021-08-16 2021-06-30 13F apple COMMON STOCKS 037833100 11,732 -36,103 -75.47 1,607 -72.51 0.6021
2021-05-17 2021-03-31 13F APPLE INC COM COMMON STOCKS 037833100 47,835 4,754 11.04 5,843 1.44 2.2120
2021-06-11 2020-12-31 13F/A-1 APPLE INC COM COMMON STOCKS 037833100 43,081 1,497 3.60 5,761 19.63 2.4299
2021-02-19 2020-12-31 13F APPLE INC COM COMMON STOCKS 037833100 20,031 -21,553 2,658 1.2898
2021-06-11 2020-09-30 13F/A-1 APPLE INC COM COMMON STOCKS 037833100 41,584 31,633 317.89 4,816 32.64 2.4083
2020-11-13 2020-09-30 13F Apple Computer COMMON STOCKS 037833100 45,332 35,381 5,250 2.5619
2021-06-11 2020-06-30 13F/A-1 APPLE INC COM COMMON STOCKS 037833100 9,951 4,979 100.14 3,630 187.18 2.0860
2020-08-14 2020-06-30 13F Apple Computer COMMON STOCKS 037833100 5,290 318 1,930 1.2300
2020-04-28 2020-03-31 13F Apple Computer COMMON STOCKS 037833100 4,972 432 9.52 1,264 -5.18 0.9863
2020-02-20 2019-12-31 13F Apple Computer COMMON STOCKS 037833100 4,540 4,430 4,027.27 1,333 5,454.17 0.8873
2019-11-14 2019-09-30 13F Apple Computer COMMON STOCKS 037833100 110 110 25 0.0210
2017-02-15 2016-12-31 13F Apple Computer COMMON STOCKS 037833100 0 -100,515 -100.00 0 -100.00
2016-11-15 2016-09-30 13F Apple Computer COMMON STOCKS 037833100 100,515 0 0.00 11,363 18.25 3.1586
2016-08-15 2016-06-30 13F Apple Computer COMMON STOCKS 037833100 100,515 0.00 9,609 -23.31 2.7305
2015-02-17 2014-12-31 13F Apple Computer COMMON STOCKS 037833100 0.00 12,530 -11.18 1.7883
2014-11-14 2014-09-30 13F Apple Computer COMMON STOCKS 037833100 140,010 13,842 10.97 14,106 20.32 2.0869
2014-08-14 2014-06-30 13F Apple Computer COMMON STOCKS 037833100 126,168 109,901 675.61 11,725 34.28 1.8062
2014-05-15 2014-03-31 13F Apple COMMON STOCKS 037833100 16,267 158 0.98 8,731 -3.39 1.4043
2014-02-18 2013-12-31 13F Apple COMMON STOCKS 037833100 16,109 9,038 29.28 1.4950
2013-11-14 2013-09-30 13F Apple Computer COMMON STOCKS 037833100 6,990 1.3147
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.