Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLegend Financial Advisors, Inc.
Latest Disclosed Ownership10,358 shares
Latest Disclosed Value $ 2,628,770
Legend Financial Advisors, Inc. reports 5.60% decrease in ownership of AAPL / Apple Inc.

On April 24, 2026 - Legend Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 10,358 shares of Apple Inc. (CH:AAPL) valued at $2,628,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,972 shares of Apple Inc.. This represents a change in shares of -5.60% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F APPLE COM 037833100 10,358 -614 -5.60 2,629 -11.87 1.6947
2026-01-23 2025-12-31 13F APPLE COM 037833100 10,972 -204 -1.83 2,983 4.82 1.8061
2025-11-04 2025-09-30 13F APPLE COM 037833100 11,176 -35 -0.31 2,846 23.70 1.7446
2025-07-16 2025-06-30 13F APPLE COM 037833100 11,211 3,237 40.59 2,300 29.87 1.5281
2025-05-14 2025-03-31 13F APPLE COM 037833100 7,974 -8 -0.10 1,771 -11.36 1.3012
2025-01-07 2024-12-31 13F APPLE COM 037833100 7,982 71 0.90 1,999 8.41 1.4104
2024-10-18 2024-09-30 13F APPLE COM 037833100 7,911 -1,006 -11.28 1,843 -1.86 1.2725
2024-07-26 2024-06-30 13F APPLE COM 037833100 8,917 376 4.40 1,878 28.28 1.3326
2024-04-17 2024-03-31 13F APPLE COM 037833100 8,541 -79 -0.92 1,465 -11.75 1.0613
2024-01-31 2023-12-31 13F APPLE COM 037833100 8,620 -7 -0.08 1,660 12.32 1.3339
2023-11-13 2023-09-30 13F APPLE COM 037833100 8,627 -435 -4.80 1,477 -15.94 1.2603
2023-08-09 2023-06-30 13F Apple Stock/ETF 037833100 9,062 -928 -9.29 1,758 6.68 1.4671
2023-04-26 2023-03-31 13F Apple Stock/ETF 037833100 9,990 -1,824 -15.44 1,647 7.30 1.3837
2023-01-30 2022-12-31 13F Apple AAPL 037833100 11,814 -160 -1.34 1,535 -99.91 1.3417
2022-11-18 2022-09-30 13F Apple AAPL 037833100 11,974 0 0.00 1,654,846 100,990.16 1.5550
2022-08-08 2022-06-30 13F APPLE COM 037833100 11,974 -689 -5.44 1,637 -8.65 1.6915
2022-05-12 2022-03-31 13F APPLE COM 037833100 12,663 226 1.82 1,792 -18.84 1.1384
2022-02-14 2021-12-31 13F APPLE COM 037833100 12,437 -226 -1.78 2,208 23.21 1.5402
2021-11-15 2021-09-30 13F APPLE COM 037833100 12,663 148 1.18 1,792 4.55 1.1384
2021-08-02 2021-06-30 13F APPLE COM 037833100 12,515 12,515 1,714 1.1031
2021-05-17 2021-03-31 13F APPLE COM 037833100 0 -12,415 -100.00 0 -100.00
2021-02-16 2020-12-31 13F APPLE COM 037833100 12,415 -577 -4.44 1,647 9.44 1.3346
2020-11-12 2020-09-30 13F APPLE COM 037833100 12,992 9,355 257.22 1,505 13.41 1.1905
2020-08-18 2020-06-30 13F APPLE COM 037833100 3,637 -786 -17.77 1,327 17.96 0.8346
2020-05-15 2020-03-31 13F APPLE COM 037833100 4,423 83 1.91 1,125 -11.70 1.0101
2020-02-20 2019-12-31 13F APPLE COM 037833100 4,340 -281 -6.08 1,274 23.09 1.0879
2019-12-23 2019-09-30 13F APPLE COM 037833100 4,621 -22 -0.47 1,035 12.75 0.8796
2019-08-13 2019-06-30 13F APPLE INC COM B 037833100 4,643 -270 -5.50 918 -1.61 0.8086
2019-08-08 2019-03-31 13F APPLE INC COM B 037833100 4,913 60 1.24 933 -87.67 1.0247
2019-08-08 2018-12-31 13F APPLE COM 037833100 4,853 4,853 7,566 11.0937
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.