Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPeterson Wealth Advisors, LLC
Latest Disclosed Ownership13,472 shares
Latest Disclosed Value $ 3,419,099
Peterson Wealth Advisors, LLC reports 2.05% increase in ownership of AAPL / Apple Inc.

On April 9, 2026 - Peterson Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 13,472 shares of Apple Inc. (CH:AAPL) valued at $3,419,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 13,201 shares of Apple Inc.. This represents a change in shares of 2.05% 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)
2026-04-09 2026-03-31 13F APPLE COM 037833100 13,472 271 2.05 3,419 -4.71 0.4547
2026-01-09 2025-12-31 13F APPLE COM 037833100 13,201 346 2.69 3,589 8.83 0.4784
2025-10-09 2025-09-30 13F APPLE COM 037833100 12,855 431 3.47 3,297 29.34 0.4932
2025-07-07 2025-06-30 13F APPLE COM 037833100 12,424 39 0.31 2,549 13.44 0.4208
2025-04-30 2025-03-31 13F APPLE COM 037833100 12,385 -372 -2.92 2,247 -27.61 0.4342
2025-01-17 2024-12-31 13F APPLE COM 037833100 12,757 314 2.52 3,104 7.07 0.5594
2024-10-24 2024-09-30 13F APPLE COM 037833100 12,443 482 4.03 2,899 15.09 0.5477
2024-07-18 2024-06-30 13F APPLE COM 037833100 11,961 925 8.38 2,519 33.14 0.5284
2024-04-15 2024-03-31 13F APPLE COM 037833100 11,036 -38 -0.34 1,892 -11.26 0.4021
2024-01-10 2023-12-31 13F APPLE COM 037833100 11,074 51 0.46 2,132 12.98 0.5062
2023-10-05 2023-09-30 13F APPLE COM 037833100 11,023 -33 -0.30 1,887 -11.28 0.5071
2023-07-13 2023-06-30 13F APPLE COM 037833100 11,056 -2,081 -15.84 2,128 -1.80 0.5624
2023-04-06 2023-03-31 13F APPLE COM 037833100 13,137 176 1.36 2,166 28.62 0.5963
2023-01-20 2022-12-31 13F APPLE COM 037833100 12,961 -339 -2.55 1,684 -8.38 0.5084
2022-10-17 2022-09-30 13F APPLE COM 037833100 13,300 -89 -0.66 1,838 0.38 0.6172
2022-07-21 2022-06-30 13F APPLE COM 037833100 13,389 -156 -1.15 1,831 -22.58 0.6043
2022-04-21 2022-03-31 13F APPLE COM 037833100 13,545 -577 -4.09 2,365 -5.70 0.6997
2022-01-25 2021-12-31 13F APPLE COM 037833100 14,122 717 5.35 2,508 32.21 0.7233
2021-10-21 2021-09-30 13F APPLE COM 037833100 13,405 0 0.00 1,897 3.32 0.6270
2021-08-02 2021-06-30 13F APPLE COM 037833100 13,405 268 2.04 1,836 14.39 0.6512
2021-04-28 2021-03-31 13F APPLE COM 037833100 13,137 0 0.00 1,605 -7.92 0.6532
2021-01-25 2020-12-31 13F APPLE COM 037833100 13,137 -1,225 -8.53 1,743 4.81 0.7670
2020-10-20 2020-09-30 13F APPLE COM 037833100 14,362 10,784 301.40 1,663 27.43 0.8519
2020-07-20 2020-06-30 13F APPLE COM 037833100 3,578 90 2.58 1,305 47.13 0.6951
2020-04-21 2020-03-31 13F APPLE COM 037833100 3,488 607 21.07 887 4.85 0.5751
2020-01-23 2019-12-31 13F APPLE COM 037833100 2,881 159 5.84 846 38.69 0.4835
2019-10-17 2019-09-30 13F APPLE COM 037833100 2,722 7 0.26 610 13.59 0.3734
2019-07-15 2019-06-30 13F APPLE COM 037833100 2,715 -46 -1.67 537 -2.19 0.3399
2019-04-16 2019-03-31 13F APPLE COM 037833100 2,761 8 0.29 549 26.50 0.3672
2019-01-29 2018-12-31 13F APPLE COM 037833100 2,753 8 0.29 434 -30.00 0.3437
2018-10-17 2018-09-30 13F APPLE COM 037833100 2,745 536 24.26 620 51.59 0.4523
2018-07-18 2018-06-30 13F APPLE COM 037833100 2,209 -459 -17.20 409 -8.71 0.3314
2018-04-20 2018-03-31 13F APPLE COM 037833100 2,668 9 0.34 448 -0.44 0.3701
2018-03-19 2017-12-31 13F APPLE COM 037833100 2,659 2,659 450 0.4068
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.