Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership512,807 shares
Latest Disclosed Value $ 130,145,163
Wealthspire Advisors, LLC reports 13.17% decrease in ownership of AAPL / Apple Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 512,807 shares of Apple Inc. (CH:AAPL) valued at $130,145,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 590,564 shares of Apple Inc.. This represents a change in shares of -13.17% 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)
2026-05-01 2026-03-31 13F APPLE COM 037833100 512,807 -77,757 -13.17 130,145 -18.94 1.0220
2026-02-12 2025-12-31 13F APPLE COM 037833100 590,564 147,930 33.42 160,551 42.45 1.2777
2025-11-14 2025-09-30 13F APPLE COM 037833100 442,634 -5,837 -1.30 112,708 22.49 0.5893
2025-08-11 2025-06-30 13F APPLE COM 037833100 448,471 -153,044 -25.44 92,013 -31.14 0.5171
2025-05-09 2025-03-31 13F APPLE COM 037833100 601,515 139,367 30.16 133,615 15.45 0.7983
2025-02-04 2024-12-31 13F APPLE COM 037833100 462,148 24,823 5.68 115,731 13.58 1.1502
2024-11-13 2024-09-30 13F APPLE COM 037833100 437,325 45,130 11.51 101,897 23.35 1.0367
2024-08-08 2024-06-30 13F APPLE COM 037833100 392,195 19,542 5.24 82,604 29.27 1.0578
2024-05-06 2024-03-31 13F APPLE COM 037833100 372,653 3,364 0.91 63,903 -10.12 0.8523
2024-02-07 2023-12-31 13F APPLE COM 037833100 369,289 25,252 7.34 71,099 20.71 1.0100
2023-11-06 2023-09-30 13F APPLE COM 037833100 344,037 39,385 12.93 58,903 -0.32 0.9727
2023-08-01 2023-06-30 13F APPLE COM 037833100 304,652 6,410 2.15 59,093 20.16 0.9658
2023-05-09 2023-03-31 13F APPLE COM 037833100 298,242 -24,806 -7.68 49,180 17.17 0.8441
2023-02-14 2022-12-31 13F APPLE COM 037833100 323,048 26,593 8.97 41,974 2.45 0.7638
2022-11-14 2022-09-30 13F APPLE COM 037833100 296,455 -3,374 -1.13 40,970 -0.06 0.8563
2022-08-09 2022-06-30 13F APPLE COM 037833100 299,829 89,865 42.80 40,993 11.81 0.8570
2022-05-09 2022-03-31 13F APPLE COM 037833100 209,964 -58,421 -21.77 36,662 -23.07 0.8247
2022-02-14 2021-12-31 13F APPLE COM 037833100 268,385 -61,643 -18.68 47,657 2.05 1.0544
2021-11-15 2021-09-30 13F APPLE COM 037833100 330,028 164,199 99.02 46,699 105.61 0.9691
2021-08-13 2021-06-30 13F APPLE COM 037833100 165,829 -264,504 -61.46 22,712 -56.79 0.5971
2021-05-17 2021-03-31 13F APPLE COM 037833100 430,333 127,453 42.08 52,565 30.79 1.2475
2021-02-16 2020-12-31 13F APPLE COM 037833100 302,880 171,501 130.54 40,189 164.14 1.1961
2020-11-16 2020-09-30 13F APPLE COM 037833100 131,379 101,156 334.70 15,215 38.00 0.9046
2020-08-14 2020-06-30 13F APPLE COM 037833100 30,223 -84,104 -73.56 11,025 -62.08 0.7679
2020-05-12 2020-03-31 13F APPLE COM 037833100 114,327 96,480 540.60 29,072 454.70 1.2186
2020-02-14 2019-12-31 13F APPLE COM 037833100 17,847 3,144 21.38 5,241 59.16 0.3817
2019-11-12 2019-09-30 13F APPLE COM 037833100 14,703 10,820 278.65 3,293 328.22 0.2697
2019-08-13 2019-06-30 13F APPLE COM 037833100 3,883 3,883 769 0.0670
2019-05-07 2019-03-31 13F APPLE COM 037833100 0 -6,096 -100.00 0 -100.00
2019-02-14 2018-12-31 13F APPLE COM 037833100 6,096 6,096 962 0.0927
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.