Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionProgressive Investment Management Corp
Latest Disclosed Ownership148,702 shares
Latest Disclosed Value $ 37,739,104
Progressive Investment Management Corp reports 0.10% decrease in ownership of AAPL / Apple Inc.

On May 5, 2026 - Progressive Investment Management Corp filed a 13F-HR form disclosing ownership of 148,702 shares of Apple Inc. (CH:AAPL) valued at $37,739,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 148,846 shares of Apple Inc.. This represents a change in shares of -0.10% 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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 148,702 -144 -0.10 37,739 -6.74 9.9643
2026-02-13 2025-12-31 13F APPLE COM 037833100 148,846 -1,442 -0.96 40,465 5.74 9.6820
2025-11-05 2025-09-30 13F APPLE COM 037833100 150,288 -1,338 -0.88 38,268 23.01 9.2984
2025-07-29 2025-06-30 13F APPLE COM 037833100 151,626 -2,175 -1.41 31,109 -8.94 7.9259
2025-05-13 2025-03-31 13F APPLE COM 037833100 153,801 -3,160 -2.01 34,164 -13.08 9.5650
2025-02-12 2024-12-31 13F APPLE COM 037833100 156,961 -3,935 -2.45 39,306 4.85 10.0929
2024-11-08 2024-09-30 13F APPLE COM 037833100 160,896 -1,863 -1.14 37,489 9.36 9.6167
2024-08-13 2024-06-30 13F APPLE COM 037833100 162,759 -2,587 -1.56 34,280 20.90 9.0838
2024-04-22 2024-03-31 13F APPLE COM 037833100 165,346 -31,052 -15.81 28,354 -25.02 7.7766
2024-01-24 2023-12-31 13F APPLE COM 037833100 196,398 -739 -0.37 37,813 12.03 10.7586
2023-10-19 2023-09-30 13F APPLE COM 037833100 197,137 -2,005 -1.01 33,752 -12.62 10.9621
2023-07-25 2023-06-30 13F APPLE COM 037833100 199,142 -11,356 -5.39 38,628 11.28 12.0455
2023-05-02 2023-03-31 13F APPLE COM 037833100 210,498 9,791 4.88 34,711 33.11 11.2038
2023-01-30 2022-12-31 13F APPLE COM 037833100 200,707 1,752 0.88 26,078 -5.16 10.1128
2022-10-19 2022-09-30 13F APPLE COM 037833100 198,955 698 0.35 27,496 1.44 11.3002
2022-07-27 2022-06-30 13F APPLE COM 037833100 198,257 2,253 1.15 27,106 -20.80 10.5877
2022-05-09 2022-03-31 13F APPLE COM 037833100 196,004 -2,616 -1.32 34,224 -2.96 10.7839
2022-02-03 2021-12-31 13F APPLE COM 037833100 198,620 -6,393 -3.12 35,269 21.58 9.7873
2021-11-09 2021-09-30 13F APPLE COM 037833100 205,013 5,462 2.74 29,009 6.14 8.6061
2021-08-10 2021-06-30 13F APPLE COM 037833100 199,551 -1,991 -0.99 27,330 11.02 8.5232
2021-05-11 2021-03-31 13F APPLE COM 037833100 201,542 1,568 0.78 24,618 -7.22 8.6740
2021-02-04 2020-12-31 13F APPLE COM 037833100 199,974 493 0.25 26,534 14.86 9.5546
2020-10-29 2020-09-30 13F APPLE COM 037833100 199,481 148,493 291.23 23,102 24.20 9.1470
2020-08-10 2020-06-30 13F APPLE COM 037833100 50,988 89 0.17 18,600 43.71 8.1226
2020-05-05 2020-03-31 13F APPLE COM 037833100 50,899 -2 -0.00 12,943 -13.41 7.2020
2020-02-10 2019-12-31 13F APPLE COM 037833100 50,901 358 0.71 14,947 32.04 7.2939
2019-11-07 2019-09-30 13F APPLE COM 037833100 50,543 615 1.23 11,320 14.55 6.0616
2019-08-12 2019-06-30 13F APPLE COM 037833100 49,928 -371 -0.74 9,882 3.43 5.5380
2019-05-07 2019-03-31 13F APPLE COM 037833100 50,299 -651 -1.28 9,554 18.88 5.5564
2019-02-06 2018-12-31 13F APPLE COM 037833100 50,950 813 1.62 8,037 -28.99 5.5181
2018-11-06 2018-09-30 13F APPLE COM 037833100 50,137 411 0.83 11,318 23.40 6.7521
2018-08-06 2018-06-30 13F APPLE COM 037833100 49,726 -742 -1.47 9,172 8.33 5.9164
2018-05-02 2018-03-31 13F APPLE COM 037833100 50,468 541 1.08 8,467 0.21 5.6731
2018-01-09 2017-12-31 13F Apple COMMON STOCK 037833100 49,927 649 1.32 8,449 11.24 5.6715
2017-11-02 2017-09-30 13F Apple COMMON STOCK 037833100 49,278 427 0.87 7,595 7.94 5.7249
2017-08-04 2017-06-30 13F Apple COMMON STOCK 037833100 48,851 3,777 8.38 7,036 8.66 5.4729
2017-04-25 2017-03-31 13F Apple COMMON STOCK 037833100 45,074 -458 -1.01 6,475 22.77 5.3950
2017-02-15 2016-12-31 13F/A-1 Apple COMMON STOCK 037833100 45,532 -1,771 -3.74 5,274 -1.38 4.8302
2017-02-14 2016-12-31 13F Apple COMMON STOCK 037833100 45,532 5,274
2016-11-04 2016-09-30 13F Apple COMMON STOCK 037833100 47,303 591 1.27 5,348 19.75 4.9698
2016-08-10 2016-06-30 13F Apple COMMON STOCK 037833100 46,712 1,136 2.49 4,466 -10.09 4.3279
2016-05-13 2016-03-31 13F Apple COMMON STOCK 037833100 45,576 -1,089 -2.33 4,967 1.12 5.0508
2016-02-12 2015-12-31 13F Apple COMMON STOCK 037833100 46,665 -1,318 -2.75 4,912 -7.20 5.2486
2015-11-12 2015-09-30 13F Apple COMMON STOCK 037833100 47,983 -470 -0.97 5,293 -12.90 6.1102
2015-08-12 2015-06-30 13F Apple COMMON STOCK 037833100 48,453 42,054 657.20 6,077 663.44 6.6879
2015-04-23 2015-03-31 13F Apple COMMON STOCK 037833100 6,399 6,399 0.00 796 2.7476
2015-01-28 2014-12-31 13F Apple Common Stock 037833100 0 -102,586 -100.00 0 -100.00
2014-10-17 2014-09-30 13F Apple Common Stock 037833100 102,586 0 0.00 10,335 8.41 3.5825
2014-08-04 2014-06-30 13F Apple Common Stock 037833100 102,586 88,010 603.80 9,533 21.86 3.0736
2014-04-07 2014-03-31 13F Apple Common Stock 037833100 14,576 47 0.32 7,823 -4.05 2.5100
2014-01-31 2013-12-31 13F Apple Common Stock 037833100 14,529 54 0.37 8,153 18.14 2.7923
2013-10-16 2013-09-30 13F/A-1 APPLE Common Stock 037833100 14,475 -49 -0.34 6,901 19.93 2.5606
2013-10-15 2013-09-30 13F APPLE Common Stock 037833100 0 6,901
2013-07-10 2013-06-30 13F APPLE Common Stock 037833100 14,524 14,524 5,754 2.2324
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.