Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionSmart Money Group LLC
Latest Disclosed Ownership10,396 shares
Latest Disclosed Value $ 2,638,275
Smart Money Group LLC reports 0.32% increase in ownership of AAPL / Apple Inc.

On May 5, 2026 - Smart Money Group LLC filed a 13F-HR form disclosing ownership of 10,396 shares of Apple Inc. (CH:AAPL) valued at $2,638,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 10,363 shares of Apple Inc.. This represents a change in shares of 0.32% 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 10,396 33 0.32 2,638 -6.35 0.7676
2026-01-30 2025-12-31 13F APPLE COM 037833100 10,363 50 0.48 2,817 7.27 0.8217
2025-11-12 2025-09-30 13F APPLE COM 037833100 10,313 367 3.69 2,626 28.73 0.7776
2025-08-06 2025-06-30 13F APPLE COM 037833100 9,946 875 9.65 2,041 1.29 0.6399
2025-05-12 2025-03-31 13F/A-1 APPLE COM 037833100 9,071 1,780 24.41 2,015 10.36 0.6851
2025-04-28 2025-03-31 13F APPLE COM 037833100 9,071 1,780 2,015 0.6851
2025-01-16 2024-12-31 13F APPLE COM 037833100 7,291 592 8.84 1,826 20.62 0.6304
2024-11-05 2024-09-30 13F APPLE COM 037833100 6,699 250 3.88 1,513 5.66 0.5400
2024-08-12 2024-06-30 13F APPLE COM 037833100 6,449 140 2.22 1,432 33.33 0.5122
2024-05-02 2024-03-31 13F APPLE COM 037833100 6,309 1,400 28.52 1,075 13.65 0.4178
2024-02-06 2023-12-31 13F APPLE COM 037833100 4,909 804 19.59 945 34.62 0.4117
2023-11-13 2023-09-30 13F APPLE COM 037833100 4,105 171 4.35 703 -7.99 0.3338
2023-07-25 2023-06-30 13F APPLE COM 037833100 3,934 248 6.73 763 22.08 0.3640
2023-05-08 2023-03-31 13F APPLE COM 037833100 3,686 -1 -0.03 625 0.3139
2023-01-24 2022-12-31 13F APPLE COM 037833100 3,687 111 3.10 0 -100.00 0.2500
2022-10-27 2022-09-30 13F APPLE COM 037833100 3,576 172 5.05 494 6.24 0.3367
2022-07-14 2022-06-30 13F APPLE COM 037833100 3,404 -46 -1.33 465 -22.76 0.3226
2022-04-22 2022-03-31 13F APPLE COM 037833100 3,450 29 0.85 602 -0.99 0.4042
2022-01-27 2021-12-31 13F APPLE COM 037833100 3,421 267 8.47 608 36.32 0.3883
2021-10-29 2021-09-30 13F APPLE COM 037833100 3,154 2,372 303.32 446 56.49 0.3243
2021-08-05 2021-06-30 13F/A-1 APPLE COM 037833100 782 -2,307 -74.68 285 -24.40 0.3267
2021-08-03 2021-06-30 13F APPLE COM 037833100 3,170 81 421 0.3543
2021-04-26 2021-03-31 13F APPLE COM 037833100 3,089 -81 -2.56 377 -10.45 0.3146
2021-01-27 2020-12-31 13F APPLE COM 037833100 3,170 -5,504 -63.45 421 -58.11 0.3543
2020-10-29 2020-09-30 13F APPLE COM 037833100 8,674 7,630 730.84 1,005 163.78 0.4330
2020-07-29 2020-06-30 13F APPLE COM 037833100 1,044 -39 -3.60 381 38.04 0.2253
2020-05-13 2020-03-31 13F APPLE COM 037833100 1,083 -107 -8.99 276 -20.92 0.1938
2020-02-18 2019-12-31 13F APPLE COM 037833100 1,190 57 5.03 349 37.94 0.2041
2019-11-05 2019-09-30 13F APPLE COM 037833100 1,133 -11 -0.96 253 11.45 0.2030
2019-07-31 2019-06-30 13F APPLE COM 037833100 1,144 19 1.69 227 6.07 0.1875
2019-05-03 2019-03-31 13F APPLE COM 037833100 1,125 1,125 214 0.1869
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.