Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership262,694 shares
Latest Disclosed Value $ 66,669,048
Wealthcare Advisory Partners LLC reports 1.70% decrease in ownership of AAPL / Apple Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 262,694 shares of Apple Inc. (CH:AAPL) valued at $66,669,048 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 267,241 shares of Apple Inc.. This represents a change in shares of -1.70% 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)
2026-04-14 2026-03-31 13F APPLE COM 037833100 262,694 -4,547 -1.70 66,669 -8.24 1.2964
2026-01-14 2025-12-31 13F APPLE COM 037833100 267,241 43,188 19.28 72,652 27.35 1.4272
2025-11-07 2025-09-30 13F APPLE COM 037833100 224,053 -922 -0.41 57,051 23.60 1.1885
2025-07-22 2025-06-30 13F APPLE COM 037833100 224,975 9,275 4.30 46,158 -3.66 1.0530
2025-04-15 2025-03-31 13F APPLE COM 037833100 215,700 1,090 0.51 47,913 -10.85 1.2854
2025-01-15 2024-12-31 13F APPLE COM 037833100 214,610 -1,336 -0.62 53,743 6.81 1.4924
2024-11-04 2024-09-30 13F APPLE COM 037833100 215,946 -2,363 -1.08 50,315 9.43 1.4334
2024-08-12 2024-06-30 13F APPLE COM 037833100 218,309 16,327 8.08 45,980 32.76 1.4366
2024-04-15 2024-03-31 13F APPLE COM 037833100 201,982 57,456 39.75 34,636 24.47 1.1357
2024-02-06 2023-12-31 13F APPLE COM 037833100 144,526 -4,376 -2.94 27,826 9.15 1.1064
2023-10-12 2023-09-30 13F APPLE COM 037833100 148,902 1,303 0.88 25,494 -10.95 1.1708
2023-07-17 2023-06-30 13F APPLE COM 037833100 147,599 -22,767 -13.36 28,630 1.91 1.2804
2023-05-04 2023-03-31 13F APPLE COM 037833100 170,366 725 0.43 28,093 27.46 1.2073
2023-02-13 2022-12-31 13F APPLE COMMON 037833100 169,641 7,076 4.35 22,042 -1.89 1.0531
2022-11-14 2022-09-30 13F APPLE COMMON 037833100 162,565 26,604 19.57 22,466 20.86 1.2816
2022-08-15 2022-06-30 13F APPLE COMMON 037833100 135,961 5,847 4.49 18,589 -18.18 1.1248
2022-04-15 2022-03-31 13F APPLE COMMON 037833100 130,114 -1,694 -1.29 22,719 -2.93 1.3797
2022-02-11 2021-12-31 13F APPLE COMMON 037833100 131,808 -3,762 -2.77 23,405 22.01 1.3997
2021-11-15 2021-09-30 13F APPLE Equity 037833100 135,570 -269 -0.20 19,183 3.11 1.2543
2021-08-16 2021-06-30 13F APPLE COMMON 037833100 135,839 -1,554 -1.13 18,605 10.86 1.2452
2021-04-30 2021-03-31 13F APPLE COMMON 037833100 137,393 20,611 17.65 16,783 8.31 1.2157
2021-02-12 2020-12-31 13F APPLE COMMON 037833100 116,782 16,937 16.96 15,496 34.01 1.3764
2020-10-29 2020-09-30 13F APPLE COMMON 037833100 99,845 71,360 250.52 11,563 11.28 1.2681
2020-07-29 2020-06-30 13F APPLE COMMON 037833100 28,485 70 0.25 10,391 43.80 1.2951
2020-04-29 2020-03-31 13F APPLE COMMON 037833100 28,415 7,604 36.54 7,226 18.25 1.0592
2020-01-29 2019-12-31 13F APPLE COMMON 037833100 20,811 2,524 13.80 6,111 49.19 0.7768
2019-10-16 2019-09-30 13F APPLE COMMON 037833100 18,287 1,566 9.37 4,096 23.75 0.5944
2019-07-30 2019-06-30 13F APPLE COMMON 037833100 16,721 2,486 17.46 3,310 22.41 0.5244
2019-05-13 2019-03-31 13F APPLE COMMON 037833100 14,235 532 3.88 2,704 25.13 0.4612
2019-02-14 2018-12-31 13F APPLE COMMON 037833100 13,703 -2,531 -15.59 2,161 -41.04 0.4194
2018-11-14 2018-09-30 13F APPLE COMMON 037833100 16,234 -10,524 -39.33 3,665 -26.00 0.6730
2018-08-13 2018-06-30 13F APPLE COMMON 037833100 26,758 1,540 6.11 4,953 17.06 0.9709
2018-05-14 2018-03-31 13F APPLE COMMON 037833100 25,218 4,774 23.35 4,231 22.28 0.9560
2018-02-14 2017-12-31 13F APPLE COMMON 037833100 20,444 11,606 131.32 3,460 154.04 0.8898
2017-11-15 2017-09-30 13F APPLE COMMON 037833100 8,838 8,519 2,670.53 1,362 2,860.87 0.4047
2017-08-28 2017-06-30 13F APPLE COMMON 037833100 319 47 17.28 46 17.95 0.0223
2017-04-11 2017-03-31 13F APPLE COMMON 037833100 272 -76 -21.84 39 -2.50 0.0213
2017-01-11 2016-12-31 13F APPLE COMMON 037833100 348 78 28.89 40 33.33 0.0237
2016-10-14 2016-09-30 13F APPLE COMMON 037833100 270 2 0.75 30 15.38 0.0195
2016-08-25 2016-06-30 13F APPLE COMMON 037833100 268 268 26 0.0183
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.