Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionUnited Bank
Latest Disclosed Ownership48,325 shares
Latest Disclosed Value $ 12,264,402
United Bank reports 4.47% increase in ownership of AAPL / Apple Inc.

On May 1, 2026 - United Bank filed a 13F-HR form disclosing ownership of 48,325 shares of Apple Inc. (CH:AAPL) valued at $12,264,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 46,256 shares of Apple Inc.. This represents a change in shares of 4.47% 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 48,325 2,069 4.47 12,264 -2.47 4.0794
2026-02-05 2025-12-31 13F APPLE COM 037833100 46,256 -831 -1.76 12,575 4.89 4.2637
2025-11-12 2025-09-30 13F APPLE COM 037833100 47,087 1,355 2.96 11,990 27.79 4.1666
2025-07-29 2025-06-30 13F APPLE COM 037833100 45,732 4,901 12.00 9,383 3.45 3.5903
2025-05-06 2025-03-31 13F APPLE COM 037833100 40,831 -3,429 -7.75 9,070 -18.17 3.7478
2025-02-12 2024-12-31 13F APPLE COM 037833100 44,260 596 1.36 11,084 8.95 4.6817
2024-11-01 2024-09-30 13F APPLE COM 037833100 43,664 -374 -0.85 10,174 9.68 4.6929
2024-07-23 2024-06-30 13F APPLE COM 037833100 44,038 -272 -0.61 9,275 22.07 4.6289
2024-05-10 2024-03-31 13F APPLE COM 037833100 44,310 916 2.11 7,598 -9.05 3.8623
2024-02-13 2023-12-31 13F APPLE COM 037833100 43,394 -198 -0.45 8,355 11.94 4.6090
2023-10-27 2023-09-30 13F APPLE COM 037833100 43,592 -116 -0.27 7,463 -11.97 4.4619
2023-08-07 2023-06-30 13F APPLE COM 037833100 43,708 -2,122 -4.63 8,478 12.19 4.8271
2023-05-12 2023-03-31 13F APPLE COM 037833100 45,830 -1,757 -3.69 7,557 22.24 4.4272
2023-02-10 2022-12-31 13F APPLE COM 037833100 47,587 734 1.57 6,183 -4.53 3.7943
2022-11-10 2022-09-30 13F APPLE COM 037833100 46,853 338 0.73 6,475 1.81 4.3104
2022-08-05 2022-06-30 13F APPLE COM 037833100 46,515 3,019 6.94 6,360 -16.26 3.9503
2022-05-09 2022-03-31 13F APPLE COM 037833100 43,496 -212 -0.49 7,595 -2.14 4.0261
2022-02-11 2021-12-31 13F APPLE COM 037833100 43,708 -240 -0.55 7,761 24.79 4.1616
2021-11-12 2021-09-30 13F APPLE COM 037833100 43,948 747 1.73 6,219 5.10 3.9440
2021-07-26 2021-06-30 13F APPLE COM 037833100 43,201 -1,742 -3.88 5,917 7.78 3.9860
2021-05-12 2021-03-31 13F APPLE COM 037833100 44,943 485 1.09 5,490 -6.93 3.8533
2021-02-11 2020-12-31 13F APPLE COM 037833100 44,458 788 1.80 5,899 16.65 4.2175
2020-11-10 2020-09-30 13F APPLE COM 037833100 43,670 32,962 307.83 5,057 29.47 4.2171
2020-08-05 2020-06-30 13F APPLE COM 037833100 10,708 -1,070 -9.08 3,906 30.42 3.6763
2020-05-08 2020-03-31 13F APPLE COM 037833100 11,778 -2,860 -19.54 2,995 -30.32 3.0924
2020-02-03 2019-12-31 13F APPLE COM 037833100 14,638 239 1.66 4,298 33.27 2.9096
2019-11-08 2019-09-30 13F APPLE COM 037833100 14,399 193 1.36 3,225 14.69 2.3904
2019-07-22 2019-06-30 13F APPLE COM 037833100 14,206 -1,415 -9.06 2,812 -5.22 2.1989
2019-05-01 2019-03-31 13F APPLE COM 037833100 15,621 977 6.67 2,967 28.44 2.3620
2019-02-11 2018-12-31 13F APPLE COM 037833100 14,644 -465 -3.08 2,310 -32.28 2.1305
2018-11-05 2018-09-30 13F APPLE COM 037833100 15,109 -284 -1.84 3,411 19.73 2.6961
2018-08-09 2018-06-30 13F Apple INC CORP COMMON COM 037833100 15,393 94 0.61 2,849 10.99 2.4520
2018-05-07 2018-03-31 13F APPLE COM 037833100 15,299 -613 -3.85 2,567 -4.68 2.3323
2018-02-07 2017-12-31 13F APPLE COM 037833100 15,912 -662 -3.99 2,693 5.44 2.3047
2017-11-08 2017-09-30 13F APPLE COM 037833100 16,574 -743 -4.29 2,554 2.41 2.3938
2017-07-31 2017-06-30 13F APPLE COM 037833100 17,317 -640 -3.56 2,494 -3.37 2.3135
2017-05-08 2017-03-31 13F APPLE COM 037833100 17,957 -1,141 -5.97 2,581 16.68 2.4549
2017-02-10 2016-12-31 13F APPLE COM 037833100 19,098 19,098 2,212 2.2562
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.