Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionNarwhal Capital Management
Latest Disclosed Ownership279,552 shares
Latest Disclosed Value $ 70,947,579
Narwhal Capital Management reports 1.24% increase in ownership of AAPL / Apple Inc.

On April 23, 2026 - Narwhal Capital Management filed a 13F-HR form disclosing ownership of 279,552 shares of Apple Inc. (CH:AAPL) valued at $70,947,579 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 276,129 shares of Apple Inc.. This represents a change in shares of 1.24% 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)
2026-04-23 2026-03-31 13F APPLE COM 037833100 279,552 3,423 1.24 70,948 -5.49 5.2345
2026-01-30 2025-12-31 13F APPLE COM 037833100 276,129 3,563 1.31 75,068 8.16 5.4546
2025-10-24 2025-09-30 13F APPLE COM 037833100 272,566 -2,402 -0.87 69,404 23.02 5.1407
2025-07-23 2025-06-30 13F APPLE COM 037833100 274,968 -2,365 -0.85 56,415 -8.42 4.5305
2025-04-23 2025-03-31 13F APPLE COM 037833100 277,333 3,264 1.19 61,604 -10.24 5.4894
2025-01-22 2024-12-31 13F APPLE COM 037833100 274,069 -2,722 -0.98 68,632 6.42 6.0663
2024-10-22 2024-09-30 13F APPLE COM 037833100 276,791 6,711 2.48 64,492 13.37 5.8023
2024-08-05 2024-06-30 13F APPLE COM 037833100 270,080 -7,549 -2.72 56,884 19.49 5.3818
2024-04-26 2024-03-31 13F APPLE COM 037833100 277,629 1,428 0.52 47,608 -10.47 4.6622
2024-01-25 2023-12-31 13F APPLE COM 037833100 276,201 296 0.11 53,177 12.57 5.8113
2023-10-30 2023-09-30 13F APPLE COM 037833100 275,905 -8,456 -2.97 47,238 -14.36 5.7649
2023-08-03 2023-06-30 13F APPLE COM 037833100 284,361 -8,285 -2.83 55,157 14.30 6.4831
2023-05-02 2023-03-31 13F APPLE COM 037833100 292,646 386 0.13 48,257 27.08 6.0373
2023-01-31 2022-12-31 13F APPLE COM 037833100 292,260 -3,616 -1.22 37,973 -7.13 5.0504
2022-11-01 2022-09-30 13F APPLE COM 037833100 295,876 -10,864 -3.54 40,890 -2.50 5.9217
2022-08-01 2022-06-30 13F APPLE COM 037833100 306,740 -6,121 -1.96 41,937 -23.23 5.7483
2022-04-26 2022-03-31 13F APPLE COM 037833100 312,861 -1,308 -0.42 54,629 -2.08 6.3956
2022-01-26 2021-12-31 13F APPLE COM 037833100 314,169 -7,793 -2.42 55,787 22.45 6.3474
2021-10-22 2021-09-30 13F APPLE COM 037833100 321,962 -3,322 -1.02 45,558 2.26 5.7482
2021-07-29 2021-06-30 13F APPLE COM 037833100 325,284 1,757 0.54 44,551 12.73 5.6234
2021-04-23 2021-03-31 13F APPLE COM 037833100 323,527 -6,427 -1.95 39,519 -9.74 5.3451
2021-02-02 2020-12-31 13F APPLE COM 037833100 329,954 -2,704 -0.81 43,782 13.65 6.2068
2020-10-26 2020-09-30 13F APPLE COM 037833100 332,658 248,353 294.59 38,525 25.27 6.2121
2020-07-22 2020-06-30 13F APPLE COM 037833100 84,305 3,478 4.30 30,754 49.63 5.3274
2020-04-30 2020-03-31 13F APPLE COM 037833100 80,827 2,580 3.30 20,553 -10.55 4.4296
2020-01-31 2019-12-31 13F APPLE COM 037833100 78,247 -1,912 -2.39 22,977 27.98 4.2172
2019-10-31 2019-09-30 13F APPLE COM 037833100 80,159 -5,867 -6.82 17,953 5.44 3.6105
2019-07-30 2019-06-30 13F APPLE COM 037833100 86,026 1,631 1.93 17,026 6.21 3.5230
2019-04-12 2019-03-31 13F APPLE COM 037833100 84,395 -6 -0.01 16,031 20.42 3.4879
2019-01-15 2018-12-31 13F APPLE COM 037833100 84,401 445 0.53 13,313 -29.75 3.2988
2018-10-22 2018-09-30 13F APPLE COM 037833100 83,956 756 0.91 18,952 23.06 4.1806
2018-07-19 2018-06-30 13F APPLE COM 037833100 83,200 2,612 3.24 15,401 13.90 3.5821
2018-04-17 2018-03-31 13F APPLE COM 037833100 80,588 4,868 6.43 13,521 5.52 3.1354
2018-01-22 2017-12-31 13F APPLE COM 037833100 75,720 10,175 15.52 12,814 26.85 2.9453
2017-10-17 2017-09-30 13F APPLE COM 037833100 65,545 -395 -0.60 10,102 6.37 2.5037
2017-07-12 2017-06-30 13F APPLE COM 037833100 65,940 -500 -0.75 9,497 -0.50 2.4623
2017-04-26 2017-03-31 13F APPLE COM 037833100 66,440 210 0.32 9,545 24.43 2.6569
2017-01-25 2016-12-31 13F APPLE COM 037833100 66,230 -1,310 -1.94 7,671 0.47 2.3092
2016-10-31 2016-09-30 13F APPLE COM 037833100 67,540 -12,225 -15.33 7,635 0.12 2.3905
2016-07-26 2016-06-30 13F APPLE COM 037833100 79,765 -20 -0.03 7,626 -12.30 2.3950
2016-04-20 2016-03-31 13F APPLE COM 037833100 79,785 305 0.38 8,696 3.94 2.8398
2016-01-15 2015-12-31 13F APPLE COM 037833100 79,480 2,875 3.75 8,366 -0.99 2.9028
2015-10-16 2015-09-30 13F APPLE COM 037833100 76,605 1,175 1.56 8,450 -10.69 3.1522
2015-07-29 2015-06-30 13F APPLE COM 037833100 75,430 635 0.85 9,461 1.65 3.4419
2015-04-28 2015-03-31 13F APPLE COM 037833100 74,795 840 1.14 9,307 14.01 3.4038
2015-02-06 2014-12-31 13F APPLE COM 037833100 73,955 -250 -0.34 8,163 9.19 3.1593
2014-11-12 2014-09-30 13F APPLE COM 037833100 74,205 -40 -0.05 7,476 8.35 3.0019
2014-07-29 2014-06-30 13F APPLE COM 037833100 74,245 63,550 594.20 6,900 20.21 2.6391
2014-04-24 2014-03-31 13F APPLE COM 037833100 10,695 -500 -4.47 5,740 -8.61 2.3834
2014-02-04 2013-12-31 13F APPLE COM 037833100 11,195 20 0.18 6,281 17.89 2.5860
2013-11-01 2013-09-30 13F APPLE COM 037833100 11,175 -25 -0.22 5,328 19.97 2.5503
2013-07-22 2013-06-30 13F APPLE COM 037833100 11,200 11,200 4,441 2.1427
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.