Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLord, Abbett & Co. Llc
Latest Disclosed Ownership1,981,190 shares
Latest Disclosed Value $ 502,806
Lord, Abbett & Co. Llc reports 34.88% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Lord, Abbett & Co. Llc filed a 13F-HR form disclosing ownership of 1,981,190 shares of Apple Inc. (CH:AAPL) valued at $502,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,468,801 shares of Apple Inc.. This represents a change in shares of 34.88% 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 1,981,190 512,389 34.88 503 25.81 1.6415
2026-02-13 2025-12-31 13F APPLE COM 037833100 1,468,801 150,445 11.41 399 19.10 1.2249
2025-11-13 2025-09-30 13F APPLE COM 037833100 1,318,356 -203,654 -13.38 336 7.37 0.9994
2025-08-14 2025-06-30 13F APPLE COM 037833100 1,522,010 -630,529 -29.29 312 -34.73 1.0047
2025-05-13 2025-03-31 13F APPLE COM 037833100 2,152,539 590,722 37.82 478 22.25 1.7033
2025-02-14 2024-12-31 13F APPLE INC COM COM 037833100 1,561,817 19,661 1.27 391 8.91 1.2369
2024-12-13 2024-09-30 13F/A-1 Apple COM 037833100 1,542,156 -2,730 -0.18 359 10.46 1.1435
2024-11-14 2024-09-30 13F Apple COM 037833100 1,542,156 -2,730 359 1.1583
2024-10-07 2024-06-30 13F/A-1 Apple COM 037833100 1,544,886 931,925 152.04 325 209.52 1.0645
2024-08-14 2024-06-30 13F Apple COM 037833100 1,544,886 931,925 325 1.0868
2024-10-07 2024-03-31 13F/A-1 Apple COM 037833100 612,961 -1,234,799 -66.83 105 -70.42 0.3393
2024-05-09 2024-03-31 13F Apple COM 037833100 612,961 -1,234,799 105 0.3455
2024-10-07 2023-12-31 13F/A-1 Apple COM 037833100 1,847,760 -1,233,506 -40.03 356 -32.64 1.2484
2024-02-12 2023-12-31 13F Apple COM 037833100 1,847,760 -1,233,506 356 1.2775
2024-10-07 2023-09-30 13F/A-1 Apple COM 037833100 3,081,266 -247,702 -7.44 528 -18.29 1.9614
2023-11-13 2023-09-30 13F Apple COM 037833100 3,081,266 -247,702 528 1.9768
2024-10-07 2023-06-30 13F/A-1 Apple COM 037833100 3,328,968 40,499 1.23 646 19.00 2.2230
2023-08-14 2023-06-30 13F Apple COM 037833100 3,328,968 40,499 646 2.2232
2024-10-07 2023-03-31 13F/A-1 Apple COM 037833100 3,288,469 -621,252 -15.89 542 6.90 1.9551
2023-05-12 2023-03-31 13F Apple COM 037833100 3,288,469 -621,252 542 1.9581
2024-10-07 2022-12-31 13F/A-1 Apple COM 037833100 3,909,721 -1,841,211 -32.02 508 -99.94 1.8154
2023-02-10 2022-12-31 13F Apple COM 037833100 3,909,721 -1,841,211 508 1.8194
2022-11-14 2022-09-30 13F APPLE INC COM COM 037833100 5,750,932 36,439 0.64 794,778 1.73 2.9029
2022-08-12 2022-06-30 13F APPLE INC COM COM 037833100 5,714,493 -166,367 -2.83 781,285 -23.91 2.7624
2022-05-13 2022-03-31 13F APPLE INC COM COM 037833100 5,880,860 269,817 4.81 1,026,857 3.06 2.7374
2022-02-11 2021-12-31 13F APPLE INC COM COM 037833100 5,611,043 1,132,808 25.30 996,352 57.23 2.2700
2021-11-09 2021-09-30 13F APPLE INC COM COM 037833100 4,478,235 782,229 21.16 633,673 25.18 1.5159
2021-08-11 2021-06-30 13F APPLE INC COM COM 037833100 3,696,006 -514,697 -12.22 506,203 -1.58 1.2205
2021-05-11 2021-03-31 13F APPLE INC COM COM 037833100 4,210,703 -1,039,477 -19.80 514,337 -26.17 1.3106
2021-02-09 2020-12-31 13F APPLE INC COM COM 037833100 5,250,180 -545,283 -9.41 696,647 3.80 1.8401
2020-11-12 2020-09-30 13F APPLE INC COM COM 037833100 5,795,463 4,265,800 278.87 671,171 20.28 2.1422
2020-08-14 2020-06-30 13F APPLE INC COM COM 037833100 1,529,663 49,763 3.36 558,020 48.28 1.9525
2020-05-14 2020-03-31 13F APPLE INC COM COM 037833100 1,479,900 -59,353 -3.86 376,322 -16.74 1.6673
2020-02-14 2019-12-31 13F APPLE INC COM COM 037833100 1,539,253 -56,864 -3.56 452,000 26.44 1.5075
2019-11-14 2019-09-30 13F APPLE INC COM COM 037833100 1,596,117 811,065 103.31 357,481 130.07 1.2169
2019-08-14 2019-06-30 13F APPLE INC COM COM 037833100 785,052 180,066 29.76 155,377 35.21 0.5050
2019-05-15 2019-03-31 13F APPLE INC COM COM 037833100 604,986 -352,906 -36.84 114,917 -23.95 0.3827
2019-02-14 2018-12-31 13F APPLE INC COM COM 037833100 957,892 -215,382 -18.36 151,098 -42.95 0.5517
2018-11-14 2018-09-30 13F APPLE INC COM COM 037833100 1,173,274 303,789 34.94 264,855 64.56 0.7340
2018-08-14 2018-06-30 13F APPLE INC COM COM 037833100 869,485 -49,969 -5.43 160,950 4.33 0.4704
2018-05-15 2018-03-31 13F APPLE INC COM COM 037833100 919,454 -456,407 -33.17 154,266 -33.75 0.4582
2018-02-14 2017-12-31 13F APPLE INC COM COM 037833100 1,375,861 -15,127 -1.09 232,837 8.61 0.6624
2017-11-14 2017-09-30 13F APPLE INC COM COM 037833100 1,390,988 -920,178 -39.81 214,379 -35.59 0.6260
2017-08-24 2017-06-30 13F/A-1 APPLE INC COM COM 037833100 2,311,166 -398,540 -14.71 332,854 -14.49 0.9886
2017-08-14 2017-06-30 13F APPLE INC COM COM 037833100 2,311,166 -398,540 332,854
2017-05-15 2017-03-31 13F APPLE INC COM COM 037833100 2,709,706 1,418,378 109.84 389,276 160.28 1.1649
2017-02-14 2016-12-31 13F APPLE INC COM COM 037833100 1,291,328 -312,451 -19.48 149,562 -17.51 0.4541
2016-11-10 2016-09-30 13F APPLE INC COM COM 037833100 1,603,779 356,195 28.55 181,307 52.02 0.5529
2016-08-12 2016-06-30 13F APPLE INC COM COM 037833100 1,247,584 -241,741 -16.23 119,269 -26.52 0.3735
2016-05-16 2016-03-31 13F APPLE INC COM COM 037833100 1,489,325 -641,750 -30.11 162,322 -27.64 0.5105
2016-02-16 2015-12-31 13F APPLE INC COM COM 037833100 2,131,075 259,898 13.89 224,317 8.69 0.6746
2015-11-16 2015-09-30 13F APPLE INC COM COM 037833100 1,871,177 -13,816 -0.73 206,391 -12.70 0.6227
2015-08-14 2015-06-30 13F APPLE INC COM COM 037833100 1,884,993 -91,782 -4.64 236,425 -3.88 0.6234
2015-05-15 2015-03-31 13F APPLE INC COM COM 037833100 1,976,775 160,324 8.83 245,970 22.68 0.6226
2015-02-13 2014-12-31 13F Apple COM 037833100 1,816,451 28,309 1.58 200,500 11.29 0.5083
2014-11-14 2014-09-30 13F Apple COM 037833100 1,788,142 -222,577 -11.07 180,155 -3.59 0.4518
2014-08-20 2014-06-30 13F/A-1 APPLE INC COM COM 037833100 2,010,719 1,566,198 352.33 186,856 -21.68 0.4241
2014-08-14 2014-06-30 13F APPLE INC COM COM 037833100 2,010,719 186,856
2014-05-15 2014-03-31 13F APPLE COM 037833100 444,521 73,403 19.78 238,592 14.58 0.5434
2014-03-05 2013-12-31 13F/A-1 Apple COM 037833100 371,118 -216,384 -36.83 208,238 -25.65 0.4635
2014-02-14 2013-12-31 13F Apple COM 037833100 371,118 208,238
2013-11-14 2013-09-30 13F Apple COM 037833100 587,502 528,672 898.64 280,092 1,102.06 0.6450
2013-08-14 2013-06-30 13F Apple COM 037833100 58,830 58,830 23,301 0.0540
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.