Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership20,762 shares
Latest Disclosed Value $ 5,269,142
Measured Wealth Private Client Group, LLC reports 3.45% decrease in ownership of AAPL / Apple Inc.

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 20,762 shares of Apple Inc. (CH:AAPL) valued at $5,269,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,503 shares of Apple Inc.. This represents a change in shares of -3.45% 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 20,762 -741 -3.45 5,269 -9.85 1.4392
2026-02-10 2025-12-31 13F APPLE COM 037833100 21,503 3,758 21.18 5,846 29.37 1.5463
2025-11-14 2025-09-30 13F APPLE COM 037833100 17,745 -1,947 -9.89 4,518 11.83 1.2178
2025-08-13 2025-06-30 13F APPLE COM 037833100 19,692 394 2.04 4,040 -5.74 1.2089
2025-05-12 2025-03-31 13F APPLE COM 037833100 19,298 -1,965 -9.24 4,287 -19.50 1.3761
2025-01-27 2024-12-31 13F APPLE COM 037833100 21,263 -55 -0.26 5,325 7.21 1.7206
2024-10-28 2024-09-30 13F APPLE COM 037833100 21,318 -2,010 -8.62 4,967 1.08 1.6613
2024-08-12 2024-06-30 13F APPLE COM 037833100 23,328 -39 -0.17 4,913 22.64 1.7261
2024-04-18 2024-03-31 13F APPLE COM 037833100 23,367 -4,311 -15.58 4,007 -24.81 1.3996
2024-02-06 2023-12-31 13F APPLE COM 037833100 27,678 44 0.16 5,329 12.62 1.9633
2023-10-18 2023-09-30 13F APPLE COM 037833100 27,634 -1,254 -4.34 4,731 -15.56 1.9026
2023-07-20 2023-06-30 13F APPLE COM 037833100 28,888 -399 -1.36 5,603 16.03 2.1284
2023-05-01 2023-03-31 13F APPLE COM 037833100 29,287 -3,512 -10.71 4,829 13.33 1.8599
2023-01-23 2022-12-31 13F APPLE COM 037833100 32,799 -1,112 -3.28 4,262 -9.09 1.7546
2022-10-27 2022-09-30 13F APPLE COM 037833100 33,911 -1,952 -5.44 4,687 -4.41 2.0707
2022-07-25 2022-06-30 13F APPLE COM 037833100 35,863 607 1.72 4,903 -20.35 2.1648
2022-05-03 2022-03-31 13F APPLE COM 037833100 35,256 -487 -1.36 6,156 -3.01 2.2628
2022-01-28 2021-12-31 13F APPLE COM 037833100 35,743 -569 -1.57 6,347 23.53 2.2429
2021-11-01 2021-09-30 13F APPLE COM 037833100 36,312 -1,312 -3.49 5,138 -0.29 1.9781
2021-08-05 2021-06-30 13F APPLE COM 037833100 37,624 412 1.11 5,153 13.38 1.6401
2021-05-04 2021-03-31 13F APPLE COM 037833100 37,212 137 0.37 4,545 -7.62 1.6120
2021-01-20 2020-12-31 13F APPLE COM 037833100 37,075 -71 -0.19 4,920 14.37 2.0492
2020-10-15 2020-09-30 13F APPLE COM 037833100 37,146 30,150 430.96 4,302 68.57 2.0815
2020-08-03 2020-06-30 13F APPLE COM 037833100 6,996 689 10.92 2,552 59.10 1.4889
2020-04-22 2020-03-31 13F APPLE COM 037833100 6,307 -932 -12.87 1,604 -24.55 1.2489
2020-01-15 2019-12-31 13F APPLE COM 037833100 7,239 -4,416 -37.89 2,126 -18.54 1.4178
2019-10-11 2019-09-30 13F APPLE COM 037833100 11,655 2,355 25.32 2,610 58.37 1.6873
2019-07-26 2019-06-30 13F APPLE COM 037833100 9,300 1,934 26.26 1,648 17.80 0.9515
2019-05-07 2019-03-31 13F APPLE COM 037833100 7,366 66 0.90 1,399 21.55 0.8623
2019-02-07 2018-12-31 13F APPLE COM 037833100 7,300 235 3.33 1,151 -27.75 1.0437
2018-11-14 2018-09-30 13F APPLE COM 037833100 7,065 -199 -2.74 1,593 28.88 0.9561
2018-08-14 2018-06-30 13F APPLE COM 037833100 7,264 4,324 147.07 1,236 172.85 1.0064
2018-02-15 2017-09-30 13F APPLE INC COM COM 037833100 2,940 2,940 453 0.6193
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.