Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionShikiar Asset Management Inc
Latest Disclosed Ownership272,669 shares
Latest Disclosed Value $ 69,201
Shikiar Asset Management Inc reports 0.40% decrease in ownership of AAPL / Apple Inc.

On April 23, 2026 - Shikiar Asset Management Inc filed a 13F-HR form disclosing ownership of 272,669 shares of Apple Inc. (CH:AAPL) valued at $69,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 273,764 shares of Apple Inc.. This represents a change in shares of -0.40% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-23 2026-03-31 13F APPLE COM 037833100 272,669 -1,095 -0.40 69 -6.76 19.9326
2026-01-22 2025-12-31 13F APPLE COM 037833100 273,764 -2,439 -0.88 74 5.71 18.5302
2025-10-14 2025-09-30 13F APPLE COM 037833100 276,203 -240 -0.09 70 25.00 17.6944
2025-07-24 2025-06-30 13F APPLE COM 037833100 276,443 554 0.20 57 -8.20 15.7774
2025-04-17 2025-03-31 13F APPLE COM 037833100 275,889 -9,238 -3.24 61 -14.08 18.2933
2025-01-15 2024-12-31 13F APPLE COM 037833100 285,127 -3,143 -1.09 71 5.97 18.9125
2024-10-10 2024-09-30 13F APPLE COM 037833100 288,270 -5,507 -1.87 67 9.84 17.6523
2024-07-16 2024-06-30 13F APPLE COM 037833100 293,777 -236 -0.08 62 22.00 16.5456
2024-04-22 2024-03-31 13F APPLE COM 037833100 294,013 -16,100 -5.19 50 -15.25 14.7157
2024-02-01 2023-12-31 13F APPLE COM 037833100 310,113 -4,475 -1.42 60 11.32 18.4918
2023-10-31 2023-09-30 13F APPLE COM 037833100 314,588 -3,623 -1.14 54 -13.11 18.7335
2023-07-20 2023-06-30 13F APPLE COM 037833100 318,211 14,943 4.93 62 22.00 19.9023
2023-04-20 2023-03-31 13F APPLE COM 037833100 303,268 -39,032 -11.40 50 -99.89 17.7693
2022-10-25 2022-09-30 13F APPLE COM 037833100 342,300 -9,077 -2.58 47,306 -1.53 19.0323
2022-07-15 2022-06-30 13F APPLE COM 037833100 351,377 -11,430 -3.15 48,040 -24.17 18.4639
2022-04-13 2022-03-31 13F APPLE COM 037833100 362,807 -14,049 -3.73 63,350 -5.33 17.9312
2022-01-21 2021-12-31 13F APPLE COM 037833100 376,856 -5,105 -1.34 66,918 23.81 17.0405
2021-10-29 2021-09-30 13F APPLE COM 037833100 381,961 3,195 0.84 54,047 4.18 15.2079
2021-07-16 2021-06-30 13F APPLE COM 037833100 378,766 9,824 2.66 51,876 15.11 14.6513
2021-05-05 2021-03-31 13F APPLE COM 037833100 368,942 -824 -0.22 45,066 -8.15 15.2147
2021-02-03 2020-12-31 13F APPLE COM 037833100 369,766 15,930 4.50 49,064 19.73 17.6630
2020-10-28 2020-09-30 13F APPLE COM 037833100 353,836 264,732 297.10 40,978 26.07 15.7381
2020-08-20 2020-06-30 13F APPLE COM 037833100 89,104 1,685 1.93 32,505 46.22 14.8149
2020-05-01 2020-03-31 13F APPLE COM 037833100 87,419 -17,480 -16.66 22,230 -27.83 14.9252
2020-01-28 2019-12-31 13F APPLE COM 037833100 104,899 3,265 3.21 30,804 35.32 10.1989
2019-10-29 2019-09-30 13F APPLE COM 037833100 101,634 575 0.57 22,763 13.80 9.0034
2019-07-25 2019-06-30 13F APPLE COM 037833100 101,059 800 0.80 20,002 5.03 7.8245
2019-04-30 2019-03-31 13F APPLE COM 037833100 100,259 -7,559 -7.01 19,044 11.98 7.9765
2019-02-01 2018-12-31 13F APPLE COM 037833100 107,818 17,939 19.96 17,007 -16.18 8.8874
2018-11-05 2018-09-30 13F APPLE COM 037833100 89,879 -65 -0.07 20,289 21.86 7.9023
2018-07-27 2018-06-30 13F APPLE COM 037833100 89,944 545 0.61 16,650 11.01 6.9688
2018-04-16 2018-03-31 13F APPLE COM 037833100 89,399 121 0.14 14,999 -0.73 6.8275
2018-01-26 2017-12-31 13F APPLE COM 037833100 89,278 -4,480 -4.78 15,109 4.56 7.0702
2017-10-20 2017-09-30 13F APPLE COM 037833100 93,758 1,360 1.47 14,450 8.59 6.2799
2017-08-03 2017-06-30 13F APPLE COM 037833100 92,398 -3,635 -3.79 13,307 -3.54 5.7361
2017-04-28 2017-03-31 13F APPLE COM 037833100 96,033 -3,299 -3.32 13,796 19.91 6.2272
2017-01-25 2016-12-31 13F APPLE COM 037833100 99,332 944 0.96 11,505 3.43 5.0405
2016-10-26 2016-09-30 13F APPLE COM 037833100 98,388 -35 -0.04 11,123 18.22 4.9343
2016-07-20 2016-06-30 13F APPLE COM 037833100 98,423 12,343 14.34 9,409 0.29 4.1955
2016-04-21 2016-03-31 13F APPLE COM 037833100 86,080 -23,480 -21.43 9,382 -18.64 4.3227
2016-02-01 2015-12-31 13F APPLE COM 037833100 109,560 1,260 1.16 11,532 -3.46 5.5859
2015-11-04 2015-09-30 13F APPLE COM 037833100 108,300 -1,220 -1.11 11,945 -13.05 6.1673
2015-07-28 2015-06-30 13F APPLE COM 037833100 109,520 -100 -0.09 13,737 0.71 6.2664
2015-04-28 2015-03-31 13F APPLE COM 037833100 109,620 109,620 0.00 13,640 5.9350
2015-01-30 2014-12-31 13F APPLE COM 037833100 0 -96,770 -100.00 0 -100.00
2014-10-29 2014-09-30 13F APPLE COM 037833100 96,770 1,875 1.98 9,750 10.56 4.1476
2014-07-23 2014-06-30 13F APPLE COM 037833100 94,895 81,270 596.48 8,819 20.59 3.6423
2014-04-16 2014-03-31 13F APPLE COM 037833100 13,625 185 1.38 7,313 -3.01 3.2089
2014-02-07 2013-12-31 13F APPLE COM 037833100 13,440 -550 -3.93 7,540 13.04 3.2773
2013-10-23 2013-09-30 13F APPLE COM 037833100 13,990 -2,290 -14.07 6,670 3.31 3.3169
2013-08-07 2013-06-30 13F APPLE COM 037833100 16,280 16,280 6,456 3.2124
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.