Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionPettee Investors, Inc.
Latest Disclosed Ownership29,848 shares
Latest Disclosed Value $ 8,099,255
Pettee Investors, Inc. reports 1.86% increase in ownership of AAPL / Apple Inc.

On May 4, 2026 - Pettee Investors, Inc. filed a 13F-HR form disclosing ownership of 29,848 shares of Apple Inc. (CH:AAPL) valued at $8,099,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 29,302 shares of Apple Inc.. This represents a change in shares of 1.86% 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)
2026-05-04 2026-03-31 13F Apple COM 037833100 29,848 546 1.86 8,099 1.67 4.1705
2026-02-02 2025-12-31 13F Apple COM 037833100 29,302 -65 -0.22 7,966 6.54 4.4674
2025-11-04 2025-09-30 13F Apple COM 037833100 29,367 0 0.00 7,478 24.10 4.1156
2025-08-01 2025-06-30 13F Apple COM 037833100 29,367 -750 -2.49 6,025 -9.93 3.6034
2025-05-02 2025-03-31 13F Apple COM 037833100 30,117 -6,650 -18.09 6,690 -27.35 3.9856
2025-02-07 2024-12-31 13F Apple COM 037833100 36,767 0 0.00 9,207 7.48 4.6753
2024-11-05 2024-09-30 13F Apple COM 037833100 36,767 -6 -0.02 8,567 10.60 4.1705
2024-08-02 2024-06-30 13F Apple COM 037833100 36,773 -57 -0.15 7,745 22.64 3.7346
2024-05-09 2024-03-31 13F Apple COM 037833100 36,830 -3,175 -7.94 6,316 -18.01 2.6730
2024-02-07 2023-12-31 13F Apple COM 037833100 40,005 -1,036 -2.52 7,702 9.62 3.4025
2023-10-20 2023-09-30 13F Apple COM 037833100 41,041 -1,198 -2.84 7,027 -14.24 3.3391
2023-08-08 2023-06-30 13F Apple COM 037833100 42,239 -81 -0.19 8,193 17.41 3.7067
2023-05-05 2023-03-31 13F Apple COM 037833100 42,320 0 0.00 6,979 139,460.00 3.3434
2023-01-25 2022-12-31 13F Apple COM 037833100 42,320 -310 -0.73 5 -99.92 2.6980
2022-11-09 2022-09-30 13F Apple COM 037833100 42,630 -1,280 -2.92 5,892 -1.85 3.1670
2022-07-25 2022-06-30 13F Apple COM 037833100 43,910 -190 -0.43 6,003 -22.04 2.9861
2022-05-16 2022-03-31 13F Apple COM 037833100 44,100 -85 -0.19 7,700 -1.86 3.3852
2022-02-11 2021-12-31 13F Apple COM 037833100 44,185 122 0.28 7,846 25.84 3.2856
2021-11-02 2021-09-30 13F Apple COM 037833100 44,063 -2,370 -5.10 6,235 -1.95 2.9031
2021-08-02 2021-06-30 13F Apple COM 037833100 46,433 -3,500 -7.01 6,359 4.26 2.9884
2021-05-03 2021-03-31 13F Apple COM 037833100 49,933 -597 -1.18 6,099 -9.04 2.9451
2021-02-08 2020-12-31 13F Apple COM 037833100 50,530 270 0.54 6,705 15.19 3.5539
2020-11-12 2020-09-30 13F Apple COM 037833100 50,260 37,595 296.84 5,821 26.00 3.3673
2020-08-04 2020-06-30 13F Apple COM 037833100 12,665 -15 -0.12 4,620 43.30 2.8593
2020-05-12 2020-03-31 13F Apple COM 037833100 12,680 100 0.79 3,224 -12.72 2.3213
2020-02-14 2019-12-31 13F Apple COM 037833100 12,580 -15 -0.12 3,694 30.95 2.1106
2019-10-30 2019-09-30 13F Apple COM 037833100 12,595 0 0.00 2,821 13.16 1.7712
2019-08-07 2019-06-30 13F Apple COM 037833100 12,595 -100 -0.79 2,493 3.40 1.5830
2019-04-26 2019-03-31 13F Apple COM 037833100 12,695 -415 -3.17 2,411 16.59 1.5211
2019-02-06 2018-12-31 13F Apple COM 037833100 13,110 -1,500 -10.27 2,068 -37.30 1.4662
2018-11-02 2018-09-30 13F Apple COM 037833100 14,610 -475 -3.15 3,298 18.08 1.9475
2018-08-15 2018-06-30 13F Apple COM 037833100 15,085 -730 -4.62 2,793 5.28 1.7603
2018-05-01 2018-03-31 13F Apple COM 037833100 15,815 175 1.12 2,653 0.26 1.6435
2018-02-06 2017-12-31 13F Apple COM 037833100 15,640 200 1.30 2,646 11.18 1.6056
2017-11-02 2017-09-30 13F Apple COM 037833100 15,440 1,530 11.00 2,380 18.76 1.5376
2017-08-01 2017-06-30 13F Apple COM 037833100 13,910 0 0.00 2,004 0.25 1.7791
2017-05-08 2017-03-31 13F Apple COM 037833100 13,910 175 1.27 1,999 25.64 1.8065
2017-02-01 2016-12-31 13F Apple COM 037833100 13,735 0 0.00 1,591 2.45 1.5141
2016-11-02 2016-09-30 13F Apple COM 037833100 13,735 79 0.58 1,553 18.91 1.5020
2016-08-01 2016-06-30 13F Apple COM 037833100 13,656 2,000 17.16 1,306 2.83 1.2637
2016-05-11 2016-03-31 13F Apple COM 037833100 11,656 -200 -1.69 1,270 1.76 1.3114
2016-02-05 2015-12-31 13F Apple COM 037833100 11,856 2,020 20.54 1,248 15.02 1.2005
2015-11-02 2015-09-30 13F Apple COM 037833100 9,836 680 7.43 1,085 -5.57 1.1352
2015-08-05 2015-06-30 13F Apple COM 037833100 9,156 0 0.00 1,149 0.88 1.1178
2015-05-26 2015-03-31 13F Apple COM 037833100 9,156 9,156 0.00 1,139 1.1047
2015-02-04 2014-12-31 13F Apple COM 037833100 0 -8,806 -100.00 0 -100.00
2014-11-10 2014-09-30 13F Apple COM 037833100 8,806 -1,400 -13.72 888 -6.33 0.8724
2014-08-11 2014-06-30 13F Apple COM 037833100 10,206 8,748 600.00 948 21.07 0.8618
2014-05-01 2014-03-31 13F Apple COM 037833100 1,458 0 0.00 783 -4.28 0.7358
2014-02-10 2013-12-31 13F Apple COM 037833100 1,458 1,458 818 0.7687
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.