Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionOakmont Corp
Latest Disclosed Ownership198,611 shares
Latest Disclosed Value $ 50,405,486
Oakmont Corp reports 1.89% increase in ownership of AAPL / Apple Inc.

On May 12, 2026 - Oakmont Corp filed a 13F-HR/A form disclosing ownership of 198,611 shares of Apple Inc. (CH:AAPL) valued at $50,405,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 194,926 shares of Apple Inc.. This represents a change in shares of 1.89% 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)
2026-05-12 2026-03-31 13F/A-1 APPLE COM 037833100 198,611 3,685 1.89 50,405 -4.88 9.5738
2026-05-12 2026-03-31 13F APPLE COM 037833100 198,611 3,685 50,405 9.5738
2026-01-20 2025-12-31 13F APPLE COM 037833100 194,926 4,828 2.54 52,993 9.48 9.1665
2025-11-07 2025-09-30 13F APPLE COM 037833100 190,098 -3,461 -1.79 48,405 21.89 8.6517
2025-07-17 2025-06-30 13F APPLE COM 037833100 193,559 -731 -0.38 39,712 -7.98 6.9562
2025-05-15 2025-03-31 13F APPLE COM 037833100 194,290 -1,107 -0.57 43,158 -11.80 8.5148
2025-02-12 2024-12-31 13F APPLE COM 037833100 195,397 23,692 13.80 48,931 27.84 8.5556
2024-11-14 2024-09-30 13F APPLE COM 037833100 171,705 -120,459 -41.23 38,275 -37.80 7.3602
2024-08-01 2024-06-30 13F APPLE COM 037833100 292,164 18,998 6.95 61,536 31.37 13.5375
2024-05-09 2024-03-31 13F APPLE COM 037833100 273,166 -5,050 -1.82 46,843 -12.55 11.4640
2024-02-14 2023-12-31 13F APPLE COM 037833100 278,216 0 0.00 53,565 12.45 14.0636
2023-11-01 2023-09-30 13F APPLE COM 037833100 278,216 -170,210 -37.96 47,633 -45.24 13.6154
2023-08-07 2023-06-30 13F APPLE COM 037833100 448,426 0 0.00 86,981 17.63 11.1108
2023-05-09 2023-03-31 13F APPLE COM 037833100 448,426 0 0.00 73,945 127,391.38 9.9006
2023-01-30 2022-12-31 13F APPLE COM 037833100 448,426 -6,475 -1.42 58 -99.91 9.3325
2022-11-03 2022-09-30 13F APPLE COM 037833100 454,901 2,775 0.61 62,867 1.70 9.8296
2022-08-02 2022-06-30 13F APPLE COM 037833100 452,126 -2,095 -0.46 61,815 -22.06 8.5354
2022-05-16 2022-03-31 13F APPLE COM 037833100 454,221 0 0.00 79,312 -1.67 7.2035
2022-02-09 2021-12-31 13F APPLE COM 037833100 454,221 0 0.00 80,656 25.49 6.3925
2021-10-28 2021-09-30 13F APPLE COM 037833100 454,221 0 0.00 64,272 3.31 4.9801
2021-08-03 2021-06-30 13F APPLE COM 037833100 454,221 0 0.00 62,210 12.12 4.6740
2021-05-13 2021-03-31 13F APPLE COM 037833100 454,221 -103,857 -18.61 55,483 -25.07 4.8767
2021-02-09 2020-12-31 13F APPLE COM 037833100 558,078 2,090 0.38 74,051 15.01 6.5774
2020-11-12 2020-09-30 13F APPLE COM 037833100 555,988 416,991 300.00 64,389 26.98 6.6802
2020-08-10 2020-06-30 13F APPLE COM 037833100 138,997 -14,677 -9.55 50,706 29.76 6.6072
2020-05-11 2020-03-31 13F APPLE COM 037833100 153,674 -645 -0.42 39,078 -13.77 7.2084
2020-02-12 2019-12-31 13F APPLE COM 037833100 154,319 154,319 45,316 6.9357
2016-08-09 2016-06-30 13F APPLE COM 037833100 0 -234,050 -100.00 0 -100.00
2016-05-12 2016-03-31 13F APPLE COM 037833100 234,050 -69,860 -22.99 25,509 -20.26 4.2848
2016-02-10 2015-12-31 13F APPLE COM 037833100 303,910 -13,035 -4.11 31,990 -8.50 4.1909
2015-11-12 2015-09-30 13F APPLE COM 037833100 316,945 -470 -0.15 34,960 -12.19 5.4031
2015-08-13 2015-06-30 13F APPLE COM 037833100 317,415 -8,790 -2.69 39,812 -1.92 5.7605
2015-05-13 2015-03-31 13F APPLE COM 037833100 326,205 -4,070 -1.23 40,590 11.34 5.9913
2015-02-10 2014-12-31 13F APPLE COM 037833100 330,275 330,275 36,456 5.8396
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.