Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPeak Financial Management, Inc.
Latest Disclosed Ownership23,913 shares
Latest Disclosed Value $ 6,069,102
Peak Financial Management, Inc. reports 28.95% increase in ownership of AAPL / Apple Inc.

On April 28, 2026 - Peak Financial Management, Inc. filed a 13F-HR form disclosing ownership of 23,913 shares of Apple Inc. (CH:AAPL) valued at $6,069,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,544 shares of Apple Inc.. This represents a change in shares of 28.95% 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)
2026-04-28 2026-03-31 13F APPLE COM 037833100 23,913 5,369 28.95 6,069 20.39 1.5407
2026-01-23 2025-12-31 13F APPLE COM 037833100 18,544 -1,012 -5.17 5,042 1.25 1.3002
2025-10-09 2025-09-30 13F APPLE COM 037833100 19,556 -1,138 -5.50 4,980 17.29 1.3165
2025-07-23 2025-06-30 13F APPLE COM 037833100 20,694 -15,284 -42.48 4,246 -46.88 1.2077
2025-05-13 2025-03-31 13F APPLE COM 037833100 35,978 -3,792 -9.53 7,992 -19.76 2.3933
2025-01-22 2024-12-31 13F APPLE COM 037833100 39,770 110 0.28 9,959 7.78 2.9826
2024-10-15 2024-09-30 13F APPLE COM 037833100 39,660 -4,585 -10.36 9,241 -0.85 2.7132
2024-07-23 2024-06-30 13F APPLE COM 037833100 44,245 -1,621 -3.53 9,319 18.49 2.9169
2024-04-23 2024-03-31 13F APPLE COM 037833100 45,866 -5,513 -10.73 7,865 -20.48 2.4929
2024-01-18 2023-12-31 13F APPLE COM 037833100 51,379 -817 -1.57 9,892 10.69 3.3230
2023-10-25 2023-09-30 13F APPLE COM 037833100 52,196 537 1.04 8,937 -10.82 3.2512
2023-07-27 2023-06-30 13F APPLE COM 037833100 51,659 -351 -0.67 10,020 16.84 3.5678
2023-04-25 2023-03-31 13F APPLE COM 037833100 52,010 -77 -0.15 8,576 26.73 3.1894
2023-01-30 2022-12-31 13F APPLE COM 037833100 52,087 74 0.14 6,768 -5.86 2.6617
2022-10-28 2022-09-30 13F APPLE COM 037833100 52,013 -370,832 -87.70 7,188 -49.21 2.9970
2022-07-29 2022-06-30 13F APPLE COM 037833100 422,845 370,628 709.78 14,152 55.21 5.4427
2022-04-20 2022-03-31 13F APPLE COM 037833100 52,217 1,567 3.09 9,118 1.38 3.0550
2022-01-27 2021-12-31 13F APPLE COM 037833100 50,650 1,658 3.38 8,994 29.75 2.9125
2021-10-19 2021-09-30 13F APPLE COM 037833100 48,992 348 0.72 6,932 4.05 2.3490
2021-08-04 2021-06-30 13F APPLE COM 037833100 48,644 -757 -1.53 6,662 10.41 2.2628
2021-04-29 2021-03-31 13F APPLE COM 037833100 49,401 695 1.43 6,034 -6.64 2.1866
2021-01-26 2020-12-31 13F APPLE COM 037833100 48,706 4,649 10.55 6,463 26.68 2.4333
2020-10-19 2020-09-30 13F APPLE COM 037833100 44,057 32,905 295.06 5,102 25.42 2.2023
2020-08-06 2020-06-30 13F APPLE COM 037833100 11,152 -1,498 -11.84 4,068 26.45 1.9099
2020-04-29 2020-03-31 13F APPLE COM 037833100 12,650 -130 -1.02 3,217 -14.28 1.6434
2020-01-31 2019-12-31 13F APPLE COM 037833100 12,780 -43 -0.34 3,753 30.68 1.6009
2019-10-28 2019-09-30 13F APPLE COM 037833100 12,823 -292 -2.23 2,872 10.63 1.2758
2019-08-01 2019-06-30 13F APPLE COM 037833100 13,115 522 4.15 2,596 8.53 1.1657
2019-05-01 2019-03-31 13F APPLE COM 037833100 12,593 -324 -2.51 2,392 17.43 1.0999
2019-01-30 2018-12-31 13F APPLE COM 037833100 12,917 96 0.75 2,037 -29.61 1.0023
2018-11-06 2018-09-30 13F APPLE COM 037833100 12,821 10 0.08 2,894 22.06 1.3014
2018-07-19 2018-06-30 13F APPLE COM 037833100 12,811 -317 -2.41 2,371 7.63 1.0949
2018-05-08 2018-03-31 13F APPLE COM 037833100 13,128 -740 -5.34 2,203 -6.14 1.0477
2018-02-08 2017-12-31 13F APPLE COM 037833100 13,868 14 0.10 2,347 9.93 0.8893
2017-10-30 2017-09-30 13F APPLE COM 037833100 13,854 70 0.51 2,135 7.56 0.8234
2017-08-14 2017-06-30 13F APPLE COM 037833100 13,784 -4 -0.03 1,985 0.20 0.7770
2017-05-15 2017-03-31 13F APPLE COM 037833100 13,788 4,525 48.85 1,981 84.62 0.8001
2017-02-15 2016-12-31 13F APPLE COM 037833100 9,263 0 0.00 1,073 2.48 0.4670
2016-12-15 2016-09-30 13F APPLE COM 037833100 9,263 -1,626 -14.93 1,047 0.58 0.4530
2016-08-15 2016-06-30 13F APPLE COM 037833100 10,889 97 0.90 1,041 -11.33 0.4643
2016-04-06 2015-12-31 13F APPLE COM 037833100 10,792 10,792 1,174 0.4964
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.