Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWJ Wealth Management, LLC
Latest Disclosed Ownership5,049 shares
Latest Disclosed Value $ 1,281,387
WJ Wealth Management, LLC reports 7.34% decrease in ownership of AAPL / Apple Inc.

On April 28, 2026 - WJ Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,049 shares of Apple Inc. (CH:AAPL) valued at $1,281,387 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,449 shares of Apple Inc.. This represents a change in shares of -7.34% 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)
2026-04-28 2026-03-31 13F APPLE COM 037833100 5,049 -400 -7.34 1,281 -13.50 0.6000
2026-02-05 2025-12-31 13F APPLE COM 037833100 5,449 -521 -8.73 1,481 -8.24 0.6485
2025-11-25 2025-09-30 13F/A-1 APPLE COM 037833100 5,970 -6,184 -50.88 1,614 -35.26 0.7096
2025-11-17 2025-09-30 13F APPLE COM 037833100 11,940 -214 3,040 0.9147
2025-07-28 2025-06-30 13F APPLE COM 037833100 12,154 -2,604 -17.64 2,494 -23.95 0.7872
2025-04-25 2025-03-31 13F APPLE COM 037833100 14,758 -3,024 -17.01 3,278 -26.37 1.1595
2025-01-24 2024-12-31 13F APPLE COM 037833100 17,782 -1,324 -6.93 4,453 0.02 1.5332
2024-11-01 2024-09-30 13F APPLE COM 037833100 19,106 3,026 18.82 4,452 31.45 1.5674
2024-08-12 2024-06-30 13F APPLE COM 037833100 16,080 1,600 11.05 3,387 36.37 1.2318
2024-04-18 2024-03-31 13F APPLE COM 037833100 14,480 536 3.84 2,483 -7.49 0.9880
2024-01-16 2023-12-31 13F APPLE COM 037833100 13,944 -84 -0.60 2,685 11.79 1.1670
2023-10-11 2023-09-30 13F APPLE COM 037833100 14,028 270 1.96 2,402 -10.01 1.1668
2023-07-12 2023-06-30 13F APPLE COM 037833100 13,758 7,198 109.73 2,669 146.81 1.2621
2023-04-12 2023-03-31 13F APPLE COM 037833100 6,560 -6,560 -50.00 1,082 -36.56 0.7316
2023-02-15 2022-12-31 13F APPLE COM 037833100 13,120 -1,220 -8.51 1,705 -13.98 0.9896
2022-10-18 2022-09-30 13F APPLE COM 037833100 14,340 -770 -5.10 1,981 -4.21 1.2424
2022-08-05 2022-06-30 13F APPLE COM 037833100 15,110 4,620 44.04 2,068 12.88 1.4695
2022-05-13 2022-03-31 13F APPLE COM 037833100 10,490 100 0.96 1,832 -0.70 1.2181
2022-02-14 2021-12-31 13F APPLE COM 037833100 10,390 35 0.34 1,845 25.85 1.1029
2021-10-15 2021-09-30 13F/A-1 APPLE COM 037833100 10,355 50 0.49 1,466 3.90 0.9749
2021-10-13 2021-09-30 13F APPLE COM 037833100 20,710 10,405 1,467 0.9754
2021-08-04 2021-06-30 13F APPLE COM 037833100 10,305 -640 -5.85 1,411 5.53 4.3723
2021-04-28 2021-03-31 13F APPLE COM 037833100 10,945 106 0.98 1,337 -7.02 4.1582
2021-01-20 2020-12-31 13F APPLE COM 037833100 10,839 -41 -0.38 1,438 14.13 4.4739
2020-10-14 2020-09-30 13F APPLE COM 037833100 10,880 5,248 93.18 1,260 -38.60 4.0810
2020-08-03 2020-06-30 13F APPLE COM 037833100 5,632 2,715 93.08 2,052 176.55 1.4395
2020-04-21 2020-03-31 13F APPLE COM 037833100 2,917 203 7.48 742 -6.90 2.6734
2020-01-31 2019-12-31 13F APPLE COM 037833100 2,714 2,714 797 2.0097
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.