Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionBallew Advisors, Inc
Latest Disclosed Ownership8,748 shares
Latest Disclosed Value $ 2,278,889
Ballew Advisors, Inc reports 1.11% increase in ownership of AAPL / Apple Inc.

On April 10, 2026 - Ballew Advisors, Inc filed a 13F-HR form disclosing ownership of 8,748 shares of Apple Inc. (CO:AAPL) valued at $2,278,889 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 8,652 shares of Apple Inc.. This represents a change in shares of 1.11% 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)
2026-04-10 2026-03-31 13F APPLE COM 037833100 8,748 96 1.11 2,279 0.89 1.2849
2026-01-14 2025-12-31 13F APPLE COM 037833100 8,652 -32 -0.37 2,259 4.97 1.2730
2025-10-15 2025-09-30 13F APPLE COM 037833100 8,684 -74 -0.84 2,152 15.03 1.2011
2025-07-08 2025-06-30 13F APPLE COM 037833100 8,758 511 6.20 1,870 14.44 1.1103
2025-04-16 2025-03-31 13F APPLE COM 037833100 8,247 303 3.81 1,634 -12.24 1.0959
2025-01-15 2024-12-31 13F APPLE COM 037833100 7,944 174 2.24 1,862 4.43 1.1881
2024-10-10 2024-09-30 13F APPLE COM 037833100 7,770 23 0.30 1,784 -1.76 1.1969
2024-07-17 2024-06-30 13F APPLE COM 037833100 7,747 -95 -1.21 1,816 38.02 1.2029
2024-04-11 2024-03-31 13F APPLE COM 037833100 7,842 191 2.50 1,316 -6.34 0.9079
2024-01-18 2023-12-31 13F APPLE COM 037833100 7,651 3 0.04 1,405 5.72 1.0557
2023-10-06 2023-09-30 13F APPLE COM 037833100 7,648 -489 -6.01 1,328 -13.20 1.0933
2023-07-20 2023-06-30 13F APPLE COM 037833100 8,137 0 0.00 1,530 -0.58 1.1054
2023-07-06 2023-03-31 13F APPLE COM 037833100 8,137 440 5.72 1,540 50.00 1.1226
2023-01-13 2022-12-31 13F APPLE COM 037833100 7,697 29 0.38 1,027 -4.74 0.7866
2022-10-11 2022-09-30 13F APPLE COM 037833100 7,668 41 0.54 1,077 -4.86 0.9663
2022-07-26 2022-06-30 13F APPLE COM 037833100 7,627 380 5.24 1,132 -8.34 1.0332
2022-04-28 2022-03-31 13F APPLE COM 037833100 7,247 1,281 21.47 1,235 19.55 0.9431
2022-01-26 2021-12-31 13F APPLE COM 037833100 5,966 -7,315 -55.08 1,033 -45.57 0.7190
2021-10-19 2021-09-30 13F APPLE COM 037833100 13,281 7,376 124.91 1,898 120.70 1.3944
2021-07-15 2021-06-30 13F APPLE COM 037833100 5,905 -6,515 -52.46 860 -43.72 0.5967
2021-04-13 2021-03-31 13F APPLE COM 037833100 12,420 6,275 102.12 1,528 92.69 0.5630
2021-01-13 2020-12-31 13F APPLE COM 037833100 6,145 -2,600 -29.73 793 -22.18 0.6117
2020-10-06 2020-09-30 13F APPLE COM 037833100 8,745 6,874 367.40 1,019 46.20 0.8641
2020-07-13 2020-06-30 13F APPLE COM 037833100 1,871 211 12.71 697 65.17 0.6844
2020-07-10 2020-03-31 13F APPLE COM 037833100 1,660 -307 -15.61 422 -30.71 0.4766
2020-01-14 2019-12-31 13F APPLE COM 037833100 1,967 1 0.05 609 38.10 0.5216
2019-10-15 2019-09-30 13F APPLE COM 037833100 1,966 31 1.60 441 11.08 0.4021
2019-07-17 2019-06-30 13F APPLE COM 037833100 1,935 -142 -6.84 397 -8.31 0.3609
2019-05-08 2019-03-31 13F APPLE COM 037833100 2,077 -285 -12.07 433 7.71 0.3985
2019-02-12 2018-12-31 13F APPLE COM 037833100 2,362 88 3.87 402 -18.29 0.3776
2018-10-30 2018-09-30 13F APPLE COM 037833100 2,274 50 2.25 492 19.42 0.4506
2018-07-30 2018-06-30 13F APPLE COM 037833100 2,224 31 1.41 412 11.96 0.4643
2018-05-07 2018-03-31 13F APPLE COM 037833100 2,193 -142 -6.08 368 -6.84 0.3216
2018-01-30 2017-12-31 13F APPLE COM 037833100 2,335 2,335 395 0.3918
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.