Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership107,320 shares
Latest Disclosed Value $ 27,236,756
Winch Advisory Services, LLC reports 1.35% decrease in ownership of AAPL / Apple Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 107,320 shares of Apple Inc. (CH:AAPL) valued at $27,236,756 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 108,792 shares of Apple Inc.. This represents a change in shares of -1.35% 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)
2026-04-30 2026-03-31 13F APPLE COM 037833100 107,320 -1,472 -1.35 27,237 -7.91 6.2177
2026-02-03 2025-12-31 13F APPLE COM 037833100 108,792 -3,318 -2.96 29,576 3.61 6.5419
2025-11-12 2025-09-30 13F APPLE COM 037833100 112,110 -853 -0.76 28,547 23.17 6.4232
2025-08-07 2025-06-30 13F APPLE COM 037833100 112,963 -2,542 -2.20 23,177 -9.67 5.6590
2025-05-06 2025-03-31 13F APPLE COM 037833100 115,505 -3,438 -2.89 25,657 -13.86 6.7834
2025-01-14 2024-12-31 13F APPLE COM 037833100 118,943 -2,517 -2.07 29,786 5.25 7.7467
2024-10-21 2024-09-30 13F APPLE COM 037833100 121,460 -3,004 -2.41 28,300 7.96 7.8267
2024-07-31 2024-06-30 13F APPLE COM 037833100 124,464 -2,043 -1.61 26,215 20.84 7.4969
2024-05-14 2024-03-31 13F APPLE COM 037833100 126,507 -1,557 -1.22 21,693 -12.02 6.6266
2024-01-18 2023-12-31 13F APPLE COM 037833100 128,064 -2,224 -1.71 24,656 111,972.73 8.1770
2023-11-06 2023-09-30 13F APPLE COM 037833100 130,288 -4,475 -3.32 22 -15.38 8.1827
2023-08-08 2023-06-30 13F APPLE COM 037833100 134,763 -3,051 -2.21 26 18.18 9.3876
2023-05-10 2023-03-31 13F APPLE COM 037833100 137,814 -1,747 -1.25 23 22.22 8.8177
2023-01-26 2022-12-31 13F APPLE COM 037833100 139,561 -6,280 -4.31 18 -99.91 7.7355
2022-10-31 2022-09-30 13F APPLE COM 037833100 145,841 -2,033 -1.37 20,155 -0.31 8.6569
2022-08-12 2022-06-30 13F APPLE COM 037833100 147,874 -1,152 -0.77 20,217 -22.31 8.2497
2022-04-26 2022-03-31 13F APPLE INC COM COM 037833100 149,026 -7,686 -4.90 26,022 -6.49 9.0475
2022-02-04 2021-12-31 13F APPLE INC COM COM 037833100 156,712 -1,236 -0.78 27,827 24.51 9.2010
2021-11-10 2021-09-30 13F APPLE INC COM COM 037833100 157,948 140 0.09 22,350 3.41 7.7907
2021-08-05 2021-06-30 13F APPLE INC COM COM 037833100 157,808 897 0.57 21,613 12.76 7.7730
2021-05-03 2021-03-31 13F APPLE INC COM COM 037833100 156,911 1,529 0.98 19,167 -7.04 7.6815
2021-02-09 2020-12-31 13F APPLE INC COM COM 037833100 155,382 -1,081 -0.69 20,618 13.79 8.5674
2020-11-04 2020-09-30 13F APPLE INC COM COM 037833100 156,463 117,323 299.75 18,120 26.91 7.6715
2020-08-12 2020-06-30 13F APPLE INC COM COM 037833100 39,140 -970 -2.42 14,278 39.98 6.7876
2020-05-13 2020-03-31 13F APPLE INC COM COM 037833100 40,110 -23,051 -36.50 10,200 -45.00 5.0723
2020-02-12 2019-12-31 13F APPLE INC COM COM 037833100 63,161 -937 -1.46 18,547 29.19 8.7979
2019-11-13 2019-09-30 13F APPLE INC COM COM 037833100 64,098 -353 -0.55 14,356 12.54 7.4761
2019-08-07 2019-06-30 13F APPLE INC COM COM 037833100 64,451 5,069 8.54 12,756 13.09 6.6470
2019-05-13 2019-03-31 13F APPLE INC COM COM 037833100 59,382 854 1.46 11,280 22.18 6.2365
2019-02-05 2018-12-31 13F APPLE INC COM COM 037833100 58,528 191 0.33 9,232 -29.90 5.1358
2018-11-13 2018-09-30 13F APPLE INC COM COM 037833100 58,337 1,199 2.10 13,169 24.51 6.6177
2018-08-13 2018-06-30 13F APPLE INC COM COM 037833100 57,138 3,649 6.82 10,577 17.86 5.6997
2018-05-11 2018-03-31 13F APPLE INC COM COM 037833100 53,489 1,331 2.55 8,974 1.67 5.2571
2018-02-13 2017-12-31 13F APPLE INC COM COM 037833100 52,158 -1,027 -1.93 8,827 7.35 5.3074
2017-11-13 2017-09-30 13F APPLE INC COM COM 037833100 53,185 5,198 10.83 8,223 19.16 5.3488
2017-08-07 2017-06-30 13F Apple COM 037833100 47,987 2,665 5.88 6,901 5.99 4.3426
2017-05-01 2017-03-31 13F APPLE INC COM COM 037833100 45,322 538 1.20 6,511 25.53 4.1318
2017-01-19 2016-12-31 13F APPLE INC COM COM 037833100 44,784 -18,832 -29.60 5,187 -27.88 3.5695
2016-11-02 2016-09-30 13F APPLE INC COM COM 037833100 63,616 -16,117 -20.21 7,192 -5.64 5.8631
2016-08-10 2016-06-30 13F APPLE INC COM COM 037833100 79,733 -8,760 -9.90 7,622 -20.97 9.2436
2016-05-12 2016-03-31 13F APPLE INC COM COM 037833100 88,493 -20,891 -19.10 9,645 -16.23 15.5590
2016-01-22 2015-12-31 13F APPLE INC COM COM 037833100 109,384 -2,435 -2.18 11,514 -6.66 13.0531
2015-11-13 2015-09-30 13F APPLE INC COM COM 037833100 111,819 309 0.28 12,335 -11.80 18.0268
2015-08-11 2015-06-30 13F APPLE INC COM COM 037833100 111,510 -11,869 -9.62 13,986 -8.90 7.6441
2015-05-14 2015-03-31 13F APPLE INC COM COM 037833101 123,379 -28,132 -18.57 15,352 -8.20 8.9420
2015-02-11 2014-12-31 13F APPLE INC COM COM 037833101 151,511 79,270 109.73 16,724 129.79 9.1061
2014-11-14 2014-09-30 13F Apple COM 037833100 72,241 12,025 19.97 7,278 30.06 4.6674
2014-08-15 2014-06-30 13F Apple COM 037833100 60,216 51,037 556.02 5,596 13.60 3.2838
2014-05-14 2014-03-31 13F Apple COM 037833100 9,179 9,179 4,926 3.1195
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.