Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership154,071 shares
Latest Disclosed Value $ 39,101,610
RMR Wealth Builders reports 16.26% increase in ownership of AAPL / Apple Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 154,071 shares of Apple Inc. (CH:AAPL) valued at $39,101,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 132,523 shares of Apple Inc.. This represents a change in shares of 16.26% 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)
2026-04-22 2026-03-31 13F APPLE COM 037833100 154,071 21,548 16.26 39,102 8.53 3.0791
2026-01-29 2025-12-31 13F APPLE COM 037833100 132,523 5,706 4.50 36,028 11.57 2.8824
2025-11-05 2025-09-30 13F APPLE COM 037833100 126,817 -497 -0.39 32,291 23.62 2.7024
2025-07-08 2025-06-30 13F APPLE COM 037833100 127,314 6,925 5.75 26,121 -2.32 2.3741
2025-04-16 2025-03-31 13F APPLE COM 037833100 120,389 1,127 0.94 26,742 -10.46 2.8146
2025-01-14 2024-12-31 13F/A-1 APPLE COM 037833100 119,262 786 0.66 29,866 8.19 3.0867
2025-01-10 2024-12-31 13F APPLE COM 037833100 119,262 786 29,866 3.1053
2024-10-21 2024-09-30 13F APPLE COM 037833100 118,476 1,601 1.37 27,605 12.14 2.9252
2024-07-23 2024-06-30 13F APPLE COM 037833100 116,875 -3,692 -3.06 24,616 19.07 2.8249
2024-04-15 2024-03-31 13F APPLE COM 037833100 120,567 6,047 5.28 20,675 -6.23 2.5001
2024-02-06 2023-12-31 13F APPLE COM 037833100 114,520 463 0.41 22,049 12.91 3.0977
2023-10-23 2023-09-30 13F APPLE COM 037833100 114,057 8,662 8.22 19,528 -4.48 3.1187
2023-07-21 2023-06-30 13F APPLE COM 037833100 105,395 4,316 4.27 20,444 22.66 3.4776
2023-04-11 2023-03-31 13F APPLE COM 037833100 101,079 36,116 55.59 16,668 97.48 3.1693
2023-02-15 2022-12-31 13F/A-1 APPLE COM 037833100 64,963 -1,764 -2.64 8,441 -8.48 1.9136
2023-02-02 2022-12-31 13F APPLE COM 037833100 64,963 -1,764 8 0.0023
2022-11-08 2022-09-30 13F APPLE COM 037833100 66,727 4,406 7.07 9,222 8.24 2.2559
2022-08-02 2022-06-30 13F APPLE COM 037833100 62,321 -282 -0.45 8,520 -22.06 2.1231
2022-05-13 2022-03-31 13F APPLE COM 037833100 62,603 8,623 15.97 10,931 14.04 2.3445
2022-02-02 2021-12-31 13F APPLE COM 037833100 53,980 -4,692 -8.00 9,585 15.45 2.7526
2021-10-18 2021-09-30 13F APPLE COM 037833100 58,672 4,568 8.44 8,302 12.04 2.4377
2021-08-16 2021-06-30 13F APPLE INC COM Common Stock 037833100 54,104 -19,375 -26.37 7,410 -17.44 2.4293
2021-05-13 2021-03-31 13F APPLE COM 037833100 73,479 42,969 140.84 8,975 121.71 2.3318
2021-02-26 2020-12-31 13F/A-1 APPLE COM 037833100 30,510 -89,094 -74.49 4,048 -70.77 1.9885
2021-02-09 2020-12-31 13F APPLE COM 037833100 204 -119,400 4,048 2,215,933.0403
2020-11-13 2020-09-30 13F APPLE COM 037833100 119,604 114,676 2,327.03 13,851 670.36 3.5959
2020-08-19 2020-06-30 13F APPLE COM 037833100 4,928 715 16.97 1,798 45.35 1.6028
2020-03-03 2019-12-31 13F APPLE INC COM USD0.00001 COM 037833100 4,213 4,213 1,237 1.1916
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.