Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionViolich Capital Management, Inc.
Latest Disclosed Ownership210,877 shares
Latest Disclosed Value $ 53,518,474
Violich Capital Management, Inc. reports 0.98% decrease in ownership of AAPL / Apple Inc.

On April 8, 2026 - Violich Capital Management, Inc. filed a 13F-HR form disclosing ownership of 210,877 shares of Apple Inc. (CH:AAPL) valued at $53,518,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 212,967 shares of Apple Inc.. This represents a change in shares of -0.98% 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)
2026-04-08 2026-03-31 13F Apple COM 037833100 210,877 -2,090 -0.98 53,518 -7.56 6.2562
2026-02-03 2025-12-31 13F Apple COM 037833100 212,967 -700 -0.33 57,897 6.42 6.4611
2025-10-29 2025-09-30 13F Apple COM 037833100 213,667 -8,747 -3.93 54,406 19.23 6.4735
2025-07-29 2025-06-30 13F Apple COM 037833100 222,414 -21,843 -8.94 45,633 84,403.70 6.4216
2025-05-02 2025-03-31 13F Apple COM 037833100 244,257 -2,690 -1.09 54 -11.48 7.3199
2025-01-29 2024-12-31 13F Apple COM 037833100 246,947 -13,364 -5.13 62 1.67 8.0438
2024-10-18 2024-09-30 13F Apple COM 037833100 260,311 -4,470 -1.69 61 9.09 7.8839
2024-07-25 2024-06-30 13F Apple COM 037833100 264,781 -20,491 -7.18 56 14.58 7.5360
2024-04-30 2024-03-31 13F Apple COM 037833100 285,272 13,873 5.11 49 -7.69 7.0004
2024-01-26 2023-12-31 13F Apple COM 037833100 271,399 -12,498 -4.40 52 8.33 8.4820
2023-10-12 2023-09-30 13F Apple COM 037833100 283,897 -6,350 -2.19 49 -14.29 8.2932
2023-07-25 2023-06-30 13F Apple COM 037833100 290,247 -14,292 -4.69 56 12.00 9.0724
2023-04-18 2023-03-31 13F Apple COM 037833100 304,539 -4,391 -1.42 50 25.00 8.5585
2023-01-24 2022-12-31 13F Apple COM 037833100 308,930 -1,420 -0.46 40 -99.91 7.1269
2022-10-17 2022-09-30 13F Apple COM 037833100 310,350 -5,514 -1.75 42,890 -0.68 8.0793
2022-07-25 2022-06-30 13F Apple COM 037833100 315,864 -18,479 -5.53 43,185 -26.03 7.5660
2022-04-25 2022-03-31 13F Apple COM 037833100 334,343 -10,419 -3.02 58,380 -4.64 8.6216
2022-01-26 2021-12-31 13F Apple COM 037833100 344,762 -2,697 -0.78 61,219 24.52 8.7937
2021-10-12 2021-09-30 13F Apple COM 037833100 347,459 8,676 2.56 49,165 5.96 7.9062
2021-07-29 2021-06-30 13F Apple COM 037833100 338,783 -4,996 -1.45 46,400 10.49 7.7856
2021-04-30 2021-03-31 13F Apple COM 037833100 343,779 -1,885 -0.55 41,993 -8.44 7.5711
2021-01-29 2020-12-31 13F Apple COM 037833100 345,664 1,741 0.51 45,866 15.15 8.8644
2020-10-19 2020-09-30 13F Apple COM 037833100 343,923 253,175 278.99 39,830 20.31 8.3933
2020-08-03 2020-06-30 13F Apple COM 037833100 90,748 -555 -0.61 33,105 42.58 7.2469
2020-04-30 2020-03-31 13F Apple COM 037833100 91,303 -5,026 -5.22 23,218 -17.92 6.2140
2020-01-16 2019-12-31 13F Apple COM 037833100 96,329 -880 -0.91 28,287 29.92 6.1708
2019-11-06 2019-09-30 13F Apple COM 037833100 97,209 -4,425 -4.35 21,772 8.24 5.2385
2019-07-22 2019-06-30 13F Apple COM 037833100 101,634 -3,295 -3.14 20,115 0.92 4.9469
2019-05-07 2019-03-31 13F Apple COM 037833100 104,929 -651 -0.62 19,931 19.68 5.0525
2019-02-12 2018-12-31 13F Apple COM 037833100 105,580 -208 -0.20 16,654 -30.26 4.7260
2018-11-08 2018-09-30 13F Apple COM 037833100 105,788 -875 -0.82 23,881 20.95 5.4559
2018-08-03 2018-06-30 13F Apple COM 037833100 106,663 1,261 1.20 19,744 11.65 4.9678
2018-05-11 2018-03-31 13F Apple COM 037833100 105,402 -6,680 -5.96 17,684 -6.77 4.7323
2018-03-01 2017-12-31 13F Apple COM 037833100 112,082 -200 -0.18 18,968 9.61 4.8290
2017-11-14 2017-09-30 13F Apple COM 037833100 112,282 -411 -0.36 17,305 6.62 4.7239
2017-08-14 2017-06-30 13F Apple COM 037833100 112,693 -425 -0.38 16,230 -0.13 4.7373
2017-05-11 2017-03-31 13F Apple COM 037833100 113,118 -19,871 -14.94 16,251 -7.72 4.9135
2017-02-10 2016-12-31 13F Apple COM 037833100 132,989 -4,061 -2.96 17,610 13.66 5.4075
2016-11-08 2016-09-30 13F Apple COM 037833100 137,050 -1,729 -1.25 15,494 16.79 5.4282
2016-08-15 2016-06-30 13F Apple COM 037833100 138,779 927 0.67 13,267 -11.69 4.1867
2016-05-13 2016-03-31 13F/A-1 Apple COM 037833100 137,852 -1,865 -1.33 15,024 2.16 4.8281
2016-05-09 2016-03-31 13F Apple COM 037833100 137,852 15,024
2016-02-09 2015-12-31 13F Apple COM 037833100 139,717 -8,373 -5.65 14,707 -9.96 4.8731
2015-11-05 2015-09-30 13F Apple COM 037833100 148,090 -536 -0.36 16,334 -12.38 5.7192
2015-08-11 2015-06-30 13F Apple COM 037833100 148,626 9 0.01 18,641 0.81 6.0873
2015-05-12 2015-03-31 13F Apple COM 037833100 148,617 -1,062 -0.71 18,492 11.92 6.0056
2015-02-06 2014-12-31 13F Apple COM 037833100 149,679 1,858 1.26 16,522 10.94 5.2521
2014-11-14 2014-09-30 13F Apple COM 037833100 147,821 372 0.25 14,893 8.69 4.8507
2014-08-14 2014-06-30 13F Apple COM 037833100 147,449 126,195 593.75 13,702 20.11 4.5817
2014-05-15 2014-03-31 13F Apple COM 037833100 21,254 115 0.54 11,408 -3.81 3.9730
2014-02-18 2013-12-31 13F Apple COM 037833100 21,139 75 0.36 11,860 18.10 4.2529
2013-11-25 2013-09-30 13F Apple COM 037833100 21,064 -10 -0.05 10,042 20.16 3.9155
2013-08-13 2013-06-30 13F Apple COM 037833100 21,074 21,074 8,357 3.3853
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.