Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionMoran Wealth Management, LLC
Latest Disclosed Ownership52,920 shares
Latest Disclosed Value $ 13,430,651
Moran Wealth Management, LLC reports 10.84% increase in ownership of AAPL / Apple Inc.

On April 27, 2026 - Moran Wealth Management, LLC filed a 13F-HR form disclosing ownership of 52,920 shares of Apple Inc. (CH:AAPL) valued at $13,430,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 47,746 shares of Apple Inc.. This represents a change in shares of 10.84% 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)
2026-04-27 2026-03-31 13F APPLE COM 037833100 52,920 5,174 10.84 13,431 3.47 0.4112
2026-01-26 2025-12-31 13F APPLE COM 037833100 47,746 6,801 16.61 12,980 24.51 0.3979
2025-10-23 2025-09-30 13F APPLE COM 037833100 40,945 4,063 11.02 10,426 37.77 0.3143
2025-07-28 2025-06-30 13F APPLE COM 037833100 36,882 2,669 7.80 7,567 -0.42 0.2332
2025-04-23 2025-03-31 13F APPLE COM 037833100 34,213 376 1.11 7,600 -10.32 0.2555
2025-02-07 2024-12-31 13F APPLE COM 037833100 33,837 1,104 3.37 8,473 11.11 0.2703
2024-11-08 2024-09-30 13F APPLE COM 037833100 32,733 -21 -0.06 7,627 10.55 0.2347
2024-08-13 2024-06-30 13F APPLE COM 037833100 32,754 1,704 5.49 6,899 29.56 0.2270
2024-05-15 2024-03-31 13F APPLE COM 037833100 31,050 1,988 6.84 5,324 -4.84 0.1725
2024-02-08 2023-12-31 13F APPLE COM 037833100 29,062 1,629 5.94 5,595 19.14 0.1991
2023-11-13 2023-09-30 13F APPLE COM 037833100 27,433 -68,899 -71.52 4,697 -74.87 0.1818
2023-08-10 2023-06-30 13F APPLE COM 037833100 96,332 10 0.01 18,686 17.64 0.7012
2023-05-10 2023-03-31 13F APPLE COM 037833100 96,322 46,951 95.10 15,883 147.63 0.6008
2023-02-13 2022-12-31 13F APPLE COM 037833100 49,371 49,371 6,415 0.2435
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.