Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWPWealth LLP
Latest Disclosed Ownership26,876 shares
Latest Disclosed Value $ 6,820,771
WPWealth LLP reports 0.39% increase in ownership of AAPL / Apple Inc.

On May 11, 2026 - WPWealth LLP filed a 13F-HR form disclosing ownership of 26,876 shares of Apple Inc. (CH:AAPL) valued at $6,820,771 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 26,771 shares of Apple Inc.. This represents a change in shares of 0.39% 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)
2026-05-11 2026-03-31 13F APPLE COM 037833100 26,876 105 0.39 6,821 -6.28 1.0425
2026-02-13 2025-12-31 13F APPLE COM 037833100 26,771 1,023 3.97 7,278 11.00 1.1391
2025-11-12 2025-09-30 13F APPLE COM 037833100 25,748 -176 -0.68 6,556 23.28 1.0716
2025-08-11 2025-06-30 13F APPLE COM 037833100 25,924 360 1.41 5,319 -6.34 0.9593
2025-08-11 2025-03-31 13F APPLE COM 037833100 25,564 82 0.32 5,678 -11.02 1.1213
2025-02-13 2024-12-31 13F APPLE COM 037833100 25,482 -599 -2.30 6,381 5.02 1.3039
2024-11-13 2024-09-30 13F APPLE COM 037833100 26,081 1,197 4.81 6,077 15.93 1.2598
2024-08-08 2024-06-30 13F APPLE COM 037833100 24,884 112 0.45 5,241 23.40 1.2654
2024-05-16 2024-03-31 13F APPLE COM 037833100 24,772 -63 -0.25 4,248 -11.17 1.0975
2024-02-09 2023-12-31 13F APPLE COM 037833100 24,835 -806 -3.14 4,781 8.91 1.4798
2023-10-12 2023-09-30 13F APPLE COM 037833100 25,641 77 0.30 4,390 -11.46 1.6793
2023-10-12 2023-06-30 13F APPLE COM 037833100 25,564 176 0.69 4,959 18.44 2.1274
2023-05-12 2023-03-31 13F APPLE COM 037833100 25,388 472 1.89 4,186 29.32 1.9331
2023-01-31 2022-12-31 13F APPLE COM 037833100 24,916 24,916 3,237 1.6933
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.