Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership23,520 shares
Latest Disclosed Value $ 5,969,189
Outlook Wealth Advisors, LLC reports 1.34% increase in ownership of AAPL / Apple Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 23,520 shares of Apple Inc. (CH:AAPL) valued at $5,969,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23,209 shares of Apple Inc.. This represents a change in shares of 1.34% 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)
2026-04-17 2026-03-31 13F APPLE COM 037833100 23,520 311 1.34 5,969 -5.39 1.4449
2026-02-11 2025-12-31 13F APPLE COM 037833100 23,209 1,946 9.15 6,310 16.53 1.4269
2025-10-30 2025-09-30 13F APPLE COM 037833100 21,263 -1,932 -8.33 5,414 13.79 1.3489
2025-08-11 2025-06-30 13F APPLE COM 037833100 23,195 57 0.25 4,759 -7.41 1.2239
2025-04-14 2025-03-31 13F APPLE COM 037833100 23,138 -234 -1.00 5,139 -12.18 1.4299
2025-01-14 2024-12-31 13F APPLE COM 037833100 23,372 -245 -1.04 5,853 6.36 1.6807
2024-10-23 2024-09-30 13F APPLE COM 037833100 23,617 -730 -3.00 5,503 7.31 1.5801
2024-07-18 2024-06-30 13F APPLE COM 037833100 24,347 1,178 5.08 5,128 29.05 1.6003
2024-04-22 2024-03-31 13F APPLE COM 037833100 23,169 -60 -0.26 3,973 -11.16 1.2271
2024-01-29 2023-12-31 13F APPLE COM 037833100 23,229 -2,116 -8.35 4,472 3.07 1.5641
2023-10-10 2023-09-30 13F APPLE COM 037833100 25,345 1,243 5.16 4,339 -7.19 1.6571
2023-07-10 2023-06-30 13F APPLE COM 037833100 24,102 2,480 11.47 4,675 31.14 1.7676
2023-04-18 2023-03-31 13F APPLE COM 037833100 21,622 326 1.53 3,565 28.89 1.5855
2023-02-14 2022-12-31 13F APPLE COM 037833100 21,296 -21 -0.10 2,767 -6.11 1.3137
2022-10-25 2022-09-30 13F APPLE COMMON STOCK 037833100 21,317 -42 -0.20 2,946 0.89 1.3209
2022-07-28 2022-06-30 13F APPLE COMMON STOCK 037833100 21,359 752 3.65 2,920 -18.84 1.1947
2022-07-28 2022-03-31 13F/A-1 APPLE Commom Stock 037833100 20,607 340 1.68 3,598 -0.03 1.2032
2022-05-13 2022-03-31 13F APPLE COM 037833100 20,067 -200 3,504 1.2210
2022-01-21 2021-12-31 13F Apple Computer COMMON STOCK 037833100 20,267 117 0.58 3,599 26.24 1.0572
2021-10-22 2021-09-30 13F Apple Computer COM 037833100 20,150 796 4.11 2,851 7.54 0.9323
2021-07-21 2021-06-30 13F Apple Computer COMMON STOCK 037833100 19,354 2,325 13.65 2,651 27.45 0.8477
2021-05-04 2021-03-31 13F Apple Computer COM 037833100 17,029 463 2.79 2,080 -5.37 0.7230
2021-02-04 2020-12-31 13F Apple Computer COMMON STOCK 037833100 16,566 -555 -3.24 2,198 10.84 0.8004
2020-11-10 2020-09-30 13F Apple Computer COM 037833100 17,121 12,942 309.69 1,983 30.03 0.7883
2020-07-17 2020-06-30 13F Apple Computer COM 037833100 4,179 108 2.65 1,525 47.34 0.6464
2020-04-16 2020-03-31 13F Apple Computer COM 037833100 4,071 1,302 47.02 1,035 33.89 0.5844
2020-02-12 2019-12-31 13F Apple Computer COM 037833100 2,769 -1,785 -39.20 773 -24.14 0.4356
2019-10-17 2019-09-30 13F Apple Computer COM 037833100 4,554 -43 -0.94 1,019 11.98 0.6070
2019-08-15 2019-06-30 13F Apple Computer COM 037833100 4,597 1,442 45.71 910 51.92 0.5999
2019-05-06 2019-03-31 13F Apple Computer COM 037833100 3,155 2,387 310.81 599 -50.58 0.4935
2019-02-13 2018-12-31 13F Apple Computer COM 037833100 768 768 1,212 0.5525
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.