Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership13,369 shares
Latest Disclosed Value $ 3,392,933
Midwest Professional Planners, LTD. reports 18.80% decrease in ownership of AAPL / Apple Inc.

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 13,369 shares of Apple Inc. (CH:AAPL) valued at $3,392,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,464 shares of Apple Inc.. This represents a change in shares of -18.80% 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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 13,369 -3,095 -18.80 3,393 -24.22 0.7992
2026-02-06 2025-12-31 13F APPLE COM 037833100 16,464 233 1.44 4,476 8.33 1.0603
2025-11-04 2025-09-30 13F APPLE COM 037833100 16,231 59 0.36 4,133 24.57 1.0083
2025-08-11 2025-06-30 13F APPLE COM 037833100 16,172 -1,402 -7.98 3,318 -15.01 0.8737
2025-05-02 2025-03-31 13F APPLE COM 037833100 17,574 -6,234 -26.18 3,904 -34.54 1.2148
2025-02-10 2024-12-31 13F APPLE COM 037833100 23,808 -1,864 -7.26 5,962 -0.32 1.7803
2024-11-14 2024-09-30 13F APPLE COM 037833100 25,672 4,443 20.93 5,982 33.77 1.8287
2024-08-06 2024-06-30 13F APPLE COM 037833100 21,229 2,083 10.88 4,471 36.19 1.4943
2024-05-09 2024-03-31 13F APPLE COM 037833100 19,146 -4,635 -19.49 3,283 -28.29 1.1518
2024-02-15 2023-12-31 13F APPLE COM 037833100 23,781 1,324 5.90 4,578 19.09 1.8251
2024-02-15 2023-12-31 13F APPLE COM 037833100 23,781 1,324 4,578 1.8251
2023-11-13 2023-09-30 13F APPLE COM 037833100 22,457 -1,355 -5.69 3,845 -16.76 1.7291
2023-08-07 2023-06-30 13F APPLE COM 037833100 23,812 940 4.11 4,619 22.46 2.0231
2023-05-15 2023-03-31 13F APPLE COM 037833100 22,872 -741 -3.14 3,772 22.95 1.8450
2023-02-10 2022-12-31 13F APPLE COM 037833100 23,613 87 0.37 3,068 -5.66 1.6981
2022-11-10 2022-09-30 13F APPLE COM 037833100 23,526 -2,169 -8.44 3,251 -7.46 1.9398
2022-08-09 2022-06-30 13F APPLE COM 037833100 25,695 453 1.79 3,513 -20.29 1.9814
2022-05-11 2022-03-31 13F APPLE COM 037833100 25,242 -902 -3.45 4,407 -5.06 2.1679
2022-02-10 2021-12-31 13F APPLE COM 037833100 26,144 6,952 36.22 4,642 70.91 2.2550
2021-11-08 2021-09-30 13F APPLE COM 037833100 19,192 -663 -3.34 2,716 -0.11 1.4406
2021-08-10 2021-06-30 13F APPLE COM 037833100 19,855 13,478 211.35 2,719 67.74 1.4166
2021-05-17 2021-03-31 13F Apple COM 037833100 6,377 -17,555 -73.35 1,621 -48.96 1.6007
2021-03-11 2020-12-31 13F APPLE COM 037833100 23,932 341 1.45 3,176 16.25 1.9569
2020-11-06 2020-09-30 13F Apple COM 037833100 23,591 17,434 283.16 2,732 21.64 1.9218
2020-08-14 2020-06-30 13F Apple COM 037833100 6,157 -220 -3.45 2,246 38.56 1.7685
2020-05-05 2020-03-31 13F Apple COM 037833100 6,377 63 1.00 1,621 -12.57 1.6007
2020-02-11 2019-12-31 13F Apple COM 037833100 6,314 -94 -1.47 1,854 29.20 1.5142
2019-11-14 2019-09-30 13F Apple COM 037833100 6,408 553 9.44 1,435 23.81 1.2836
2019-08-12 2019-06-30 13F Apple COM 037833100 5,855 -536 -8.39 1,159 -4.53 1.0752
2019-05-08 2019-03-31 13F Apple COM 037833100 6,391 530 9.04 1,214 31.39 1.1721
2019-02-13 2018-12-31 13F Apple COM 037833100 5,861 -218 -3.59 924 -32.65 0.9946
2018-11-13 2018-09-30 13F Apple COM 037833100 6,079 509 9.14 1,372 33.07 1.2597
2018-08-10 2018-06-30 13F Apple COM 037833100 5,570 43 0.78 1,031 11.22 0.9218
2018-05-15 2018-03-31 13F Apple COM 037833100 5,527 346 6.68 927 5.70 0.8353
2018-02-12 2017-12-31 13F APPLE INC COM COM 037833100 5,181 5,181 877 0.8009
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.