Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership95,321 shares
Latest Disclosed Value $ 24,191,420
Paulson Wealth Management Inc. reports 0.24% decrease in ownership of AAPL / Apple Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 95,321 shares of Apple Inc. (CH:AAPL) valued at $24,191,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 95,553 shares of Apple Inc.. This represents a change in shares of -0.24% 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)
2026-05-08 2026-03-31 13F APPLE COM 037833100 95,321 -232 -0.24 24,191 -6.88 5.6692
2026-02-05 2025-12-31 13F APPLE COM 037833100 95,553 -1,544 -1.59 25,977 5.07 6.0003
2025-11-03 2025-09-30 13F APPLE COM 037833100 97,097 -4,810 -4.72 24,724 18.25 5.8447
2025-08-06 2025-06-30 13F APPLE COM 037833100 101,907 -207 -0.20 20,908 -7.82 5.4133
2025-05-12 2025-03-31 13F APPLE COM 037833100 102,114 -2,650 -2.53 22,683 -13.54 6.3850
2025-02-13 2024-12-31 13F APPLE COM 037833100 104,764 -1,226 -1.16 26,235 6.24 7.1591
2024-11-05 2024-09-30 13F APPLE COM 037833100 105,990 -2,028 -1.88 24,696 8.55 6.6073
2024-07-25 2024-06-30 13F APPLE COM 037833100 108,018 -291 -0.27 22,751 22.50 6.6389
2024-05-03 2024-03-31 13F APPLE COM 037833100 108,309 406 0.38 18,573 -10.60 5.4616
2024-02-13 2023-12-31 13F APPLE COM 037833100 107,903 -785 -0.72 20,775 11.64 6.6568
2023-11-01 2023-09-30 13F APPLE COM 037833100 108,688 691 0.64 18,608 -11.17 6.5063
2023-08-01 2023-06-30 13F APPLE COM 037833100 107,997 6,166 6.06 20,948 24.76 7.1532
2023-05-09 2023-03-31 13F APPLE COM 037833100 101,831 -287 -0.28 16,792 26.55 7.4657
2023-01-26 2022-12-31 13F APPLE COM 037833100 102,118 366 0.36 13,268 -5.65 6.4755
2022-11-03 2022-09-30 13F APPLE COM 037833100 101,752 189 0.19 14,062 1.27 7.5722
2022-08-05 2022-06-30 13F APPLE COM 037833100 101,563 421 0.42 13,886 -21.37 7.3149
2022-05-02 2022-03-31 13F APPLE COM 037833100 101,142 -295 -0.29 17,660 -1.95 8.0565
2022-01-28 2021-12-31 13F APPLE COM 037833100 101,437 -280 -0.28 18,012 25.14 8.0466
2021-10-22 2021-09-30 13F APPLE COM 037833100 101,717 -74 -0.07 14,393 3.24 6.8381
2021-07-26 2021-06-30 13F APPLE COM 037833100 101,791 2,360 2.37 13,941 4.25 6.7452
2021-04-30 2021-03-31 13F APPLE COM 037833100 99,431 85,443 610.83 13,373 620.53 6.6444
2021-02-05 2020-12-31 13F APPLE COM 037833100 13,988 -970 -6.48 1,856 7.16 1.0813
2020-10-14 2020-09-30 13F APPLE COM 037833100 14,958 10,903 268.88 1,732 17.11 1.1187
2020-07-17 2020-06-30 13F APPLE COM 037833100 4,055 -177 -4.18 1,479 22.84 1.0358
2020-04-29 2020-03-31 13F APPLE COM 037833100 4,232 -442 -9.46 1,204 -19.19 0.9230
2020-01-21 2019-12-31 13F APPLE COM 037833100 4,674 -63 -1.33 1,490 40.43 1.0526
2019-10-30 2019-09-30 13F APPLE COM 037833100 4,737 -93 -1.93 1,061 5.15 0.7993
2019-07-30 2019-06-30 13F APPLE COM 037833100 4,830 -51 -1.04 1,009 8.85 0.7519
2019-04-24 2019-03-31 13F APPLE COM 037833100 4,881 -2,448 -33.40 927 -17.53 0.7030
2019-01-23 2018-12-31 13F APPLE COM 037833100 7,329 875 13.56 1,124 -21.78 0.9277
2018-10-26 2018-09-30 13F APPLE COM 037833100 6,454 -9 -0.14 1,437 20.15 1.2891
2018-08-01 2018-06-30 13F APPLE COM 037833100 6,463 -223 -3.34 1,196 6.60 1.1810
2018-05-02 2018-03-31 13F APPLE COM 037833100 6,686 -249 -3.59 1,122 -4.43 1.1167
2018-02-28 2017-12-31 13F APPLE COM 037833100 6,935 6,935 1,174 1.0306
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.