Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLynch & Associates/in
Latest Disclosed Ownership49,934 shares
Latest Disclosed Value $ 12,672,623
Lynch & Associates/in reports 0.86% increase in ownership of AAPL / Apple Inc.

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 49,934 shares of Apple Inc. (CH:AAPL) valued at $12,672,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 49,510 shares of Apple Inc.. This represents a change in shares of 0.86% 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)
2026-04-08 2026-03-31 13F APPLE COM 037833100 49,934 424 0.86 12,673 -5.85 2.3795
2026-01-07 2025-12-31 13F APPLE COM 037833100 49,510 2,179 4.60 13,460 11.68 2.5448
2025-10-07 2025-09-30 13F APPLE COM 037833100 47,331 338 0.72 12,052 25.00 2.3273
2025-07-15 2025-06-30 13F APPLE COM 037833100 46,993 177 0.38 9,641 -7.29 1.9424
2025-04-17 2025-03-31 13F APPLE COM 037833100 46,816 -23 -0.05 10,399 -11.34 2.2492
2025-01-10 2024-12-31 13F APPLE COM 037833100 46,839 -793 -1.66 11,729 5.69 2.5450
2024-10-15 2024-09-30 13F APPLE COM 037833100 47,632 -228 -0.48 11,098 10.10 2.3464
2024-08-06 2024-06-30 13F APPLE COM 037833100 47,860 1,442 3.11 10,080 26.65 2.2712
2024-04-09 2024-03-31 13F APPLE COM 037833100 46,418 -1,317 -2.76 7,960 -13.39 1.8384
2024-01-08 2023-12-31 13F APPLE COM 037833100 47,735 -92 -0.19 9,190 12.24 2.2336
2023-10-24 2023-09-30 13F/A-1 APPLE COM 037833100 47,827 445 0.94 8,188 -10.90 2.1602
2023-10-24 2023-09-30 13F APPLE COM 037833100 47,827 445 8 2.1601
2023-10-24 2023-06-30 13F/A-1 APPLE COM 037833100 47,382 -927 -1.92 9,191 15.37 2.3518
2023-07-13 2023-06-30 13F APPLE COM 037833100 47,382 -927 9 2.3519
2023-10-24 2023-03-31 13F/A-1 APPLE COM 037833100 48,309 1,222 2.60 7,966 30.21 2.0897
2023-04-04 2023-03-31 13F APPLE COM 037833100 48,309 1,222 8 2.0896
2023-10-24 2022-12-31 13F/A-1 APPLE COM 037833100 47,087 -372 -0.78 6,118 -6.72 1.5993
2023-01-05 2022-12-31 13F APPLE COM 037833100 47,087 -372 6 1.5993
2022-10-03 2022-09-30 13F APPLE COM 037833100 47,459 -17 -0.04 6,559 1.05 1.9189
2022-07-06 2022-06-30 13F APPLE COM 037833100 47,476 1,020 2.20 6,491 -19.98 1.7660
2022-04-08 2022-03-31 13F APPLE COM 037833100 46,456 245 0.53 8,112 -1.15 1.9649
2022-01-11 2021-12-31 13F APPLE COM 037833100 46,211 4,054 9.62 8,206 37.57 1.9372
2021-10-12 2021-09-30 13F APPLE COM 037833100 42,157 1,515 3.73 5,965 7.17 1.5450
2021-07-21 2021-06-30 13F APPLE COM 037833100 40,642 5,076 14.27 5,566 28.13 1.4283
2021-04-09 2021-03-31 13F APPLE COM 037833100 35,566 5,251 17.32 4,344 7.98 1.1730
2021-01-20 2020-12-31 13F APPLE COM 037833100 30,315 2,298 8.20 4,023 23.98 1.0958
2020-10-21 2020-09-30 13F APPLE COM 037833100 28,017 23,057 464.86 3,245 79.38 0.9718
2020-07-20 2020-06-30 13F APPLE COM 037833100 4,960 1,685 51.45 1,809 117.17 0.5851
2020-04-28 2020-03-31 13F APPLE COM 037833100 3,275 1,670 104.05 833 76.86 0.3061
2020-01-10 2019-12-31 13F APPLE COM 037833100 1,605 -5 -0.31 471 30.47 0.1354
2019-10-03 2019-09-30 13F APPLE COM 037833100 1,610 -564 -25.94 361 -16.05 0.1104
2019-07-19 2019-06-30 13F APPLE COM 037833100 2,174 500 29.87 430 35.22 0.1397
2019-04-25 2019-03-31 13F APPLE COM 037833100 1,674 1,674 318 0.1055
2019-01-10 2018-12-31 13F APPLE COM 037833100 0 -1,267 -100.00 0 -100.00
2018-10-05 2018-09-30 13F APPLE COM 037833100 1,267 1,267 286 0.0965
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.