Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership197,131 shares
Latest Disclosed Value $ 50,029,806
Palisade Asset Management, LLC reports 1.56% decrease in ownership of AAPL / Apple Inc.

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 197,131 shares of Apple Inc. (CH:AAPL) valued at $50,029,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 200,245 shares of Apple Inc.. This represents a change in shares of -1.56% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F APPLE COM 037833100 197,131 -3,114 -1.56 50,030 -8.10 5.0236
2026-02-13 2025-12-31 13F Apple COM 037833100 200,245 -9,055 -4.33 54,439 2.15 5.3070
2025-11-17 2025-09-30 13F APPLE COM 037833100 209,300 -6,979 -3.23 53,294 20.10 4.9545
2025-08-07 2025-06-30 13F APPLE COM 037833100 216,279 -1,603 -0.74 44,374 -8.32 4.4150
2025-04-23 2025-03-31 13F Apple COM 037833100 217,882 -14,341 -6.18 48,398 -16.77 4.9712
2025-02-11 2024-12-31 13F Apple COM 037833100 232,223 -1,810 -0.77 58,153 6.65 5.9003
2024-11-12 2024-09-30 13F Apple COM 037833100 234,033 -1,620 -0.69 54,530 9.86 5.3395
2024-08-02 2024-06-30 13F APPLE COM 037833100 235,653 -6,511 -2.69 49,633 19.52 5.1322
2024-05-01 2024-03-31 13F APPLE COM 037833100 242,164 14,585 6.41 41,526 -5.22 4.0449
2024-02-06 2023-12-31 13F Apple COM 037833100 227,579 -3,798 -1.64 43,816 10.60 4.8031
2023-11-07 2023-09-30 13F Apple COM 037833100 231,377 -3,017 -1.29 39,614 -12.87 4.8159
2023-08-08 2023-06-30 13F Apple COM 037833100 234,394 -3,450 -1.45 45,465 15.92 5.2727
2023-05-10 2023-03-31 13F Apple COM 037833100 237,844 -16,150 -6.36 39,220 18.84 4.8055
2023-02-07 2022-12-31 13F Apple COM 037833100 253,994 12,846 5.33 33,001 -0.98 3.7794
2022-11-09 2022-09-30 13F Apple COM 037833100 241,148 -1,532 -0.63 33,327 0.45 4.5695
2022-08-05 2022-06-30 13F Apple COM 037833100 242,680 -195 -0.08 33,179 -21.76 4.2634
2022-04-21 2022-03-31 13F Apple COM 037833100 242,875 -2,653 -1.08 42,408 -2.73 4.8646
2022-02-01 2021-12-31 13F Apple COM 037833100 245,528 -1,236 -0.50 43,598 24.86 4.8775
2021-10-25 2021-09-30 13F Apple COM 037833100 246,764 -248,524 -50.18 34,917 -48.53 4.2574
2021-07-22 2021-06-30 13F Apple COM 037833100 495,288 246,776 99.30 67,834 123.46 7.9789
2021-05-04 2021-03-31 13F Apple COM 037833100 248,512 -136 -0.05 30,356 -7.99 3.9063
2021-02-03 2020-12-31 13F Apple COM 037833100 248,648 -4,502 -1.78 32,993 12.54 4.4927
2020-10-26 2020-09-30 13F Apple COM 037833100 253,150 187,244 284.11 29,317 21.94 4.4155
2020-07-27 2020-06-30 13F Apple COM 037833100 65,906 -2,491 -3.64 24,043 38.23 3.8342
2020-04-24 2020-03-31 13F Apple COM 037833100 68,397 -488 -0.71 17,393 -14.02 3.1710
2020-01-16 2019-12-31 13F Apple COM 037833100 68,885 883 1.30 20,228 32.82 2.9592
2019-10-16 2019-09-30 13F Apple COM 037833100 68,002 -920 -1.33 15,230 11.65 2.3223
2019-07-25 2019-06-30 13F Apple COM 037833100 68,922 -617 -0.89 13,641 3.27 2.1183
2019-04-15 2019-03-31 13F Apple COM 037833100 69,539 -23,750 -25.46 13,209 -10.23 2.0924
2019-01-16 2018-12-31 13F Apple COM 037833100 93,289 2,205 2.42 14,715 -28.43 2.1591
2018-10-19 2018-09-30 13F Apple COM 037833100 91,084 -391 -0.43 20,561 21.43 2.7179
2018-07-26 2018-06-30 13F Apple COM 037833100 91,475 3,155 3.57 16,933 14.27 2.4472
2018-04-25 2018-03-31 13F Apple COM 037833100 88,320 4,567 5.45 14,818 4.54 2.2396
2018-02-01 2017-12-31 13F Apple COM 037833100 83,753 -3,046 -3.51 14,174 5.96 2.2434
2017-11-02 2017-09-30 13F/A-1 APPLE COM 037833100 86,799 485 0.56 13,377 7.61 2.4319
2017-10-26 2017-09-30 13F APPLE COM 037833100 86,499 185 13,331
2017-08-01 2017-06-30 13F APPLE COM 037833100 86,314 -155 -0.18 12,431 0.07 2.4396
2017-04-27 2017-03-31 13F APPLE COM 037833100 86,469 -12 -0.01 12,422 24.02 2.2817
2017-02-01 2016-12-31 13F APPLE COM 037833100 86,481 -2,860 -3.20 10,016 -0.83 1.9197
2016-10-20 2016-09-30 13F APPLE COM 037833100 89,341 2,875 3.33 10,100 22.19 1.8796
2016-07-12 2016-06-30 13F APPLE COM 037833100 86,466 3,410 4.11 8,266 -8.68 1.5627
2016-04-14 2016-03-31 13F APPLE COM 037833100 83,056 7,860 10.45 9,052 14.37 1.7529
2016-02-29 2015-12-31 13F APPLE COM 037833100 75,196 55,557 282.89 7,915 265.42 1.6963
2015-10-21 2015-09-30 13F APPLE COM 037833100 19,639 771 4.09 2,166 -8.49 0.4844
2015-07-13 2015-06-30 13F APPLE COM 037833100 18,868 0 0.00 2,367 0.81 0.4710
2015-04-10 2015-03-31 13F APPLE COM 037833100 18,868 210 1.13 2,348 14.04 0.4619
2015-01-16 2014-12-31 13F APPLE COM 037833100 18,658 -740 -3.81 2,059 5.37 0.4051
2014-10-09 2014-09-30 13F APPLE COM 037833100 19,398 295 1.54 1,954 10.08 0.4010
2014-07-25 2014-06-30 13F APPLE COM 037833100 19,103 16,374 600.00 1,775 21.16 0.3727
2014-04-22 2014-03-31 13F APPLE COM 037833100 2,729 0 0.00 1,465 -4.31 0.3216
2014-02-04 2013-12-31 13F APPLE COM 037833100 2,729 25 0.92 1,531 18.77 0.3467
2013-10-25 2013-09-30 13F APPLE COM 037833100 2,704 -441 -14.02 1,289 3.37 0.3284
2013-08-02 2013-06-30 13F APPLE COM 037833100 3,145 3,145 1,247 0.3140
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.