Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionBenedict Financial Advisors Inc
Latest Disclosed Ownership84,192 shares
Latest Disclosed Value $ 21,367,176
Benedict Financial Advisors Inc reports 3.96% decrease in ownership of AAPL / Apple Inc.

On April 20, 2026 - Benedict Financial Advisors Inc filed a 13F-HR form disclosing ownership of 84,192 shares of Apple Inc. (CO:AAPL) valued at $21,367,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 87,665 shares of Apple Inc.. This represents a change in shares of -3.96% 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)
2026-04-20 2026-03-31 13F APPLE Common Stock 037833100 84,192 -3,473 -3.96 21,367 -10.34 4.4469
2026-01-27 2025-12-31 13F APPLE COM 037833100 87,665 -2,469 -2.74 23,833 3.84 5.0231
2025-11-03 2025-09-30 13F APPLE COM 037833100 90,134 -2,649 -2.86 22,951 20.56 4.9757
2025-08-13 2025-06-30 13F APPLE COM 037833100 92,783 -959 -1.02 19,036 -8.58 4.3124
2025-05-07 2025-03-31 13F APPLE COM 037833100 93,742 -4,686 -4.76 20,823 -15.52 4.8271
2025-01-28 2024-12-31 13F APPLE COM 037833100 98,428 -1,680 -1.68 24,648 5.67 5.9832
2024-10-24 2024-09-30 13F APPLE COM 037833100 100,108 -4,106 -3.94 23,325 6.27 5.5104
2024-07-30 2024-06-30 13F APPLE COM 037833100 104,214 -2,531 -2.37 21,950 19.91 5.5685
2024-04-25 2024-03-31 13F APPLE COM 037833100 106,745 -1,243 -1.15 18,305 -11.96 4.6450
2024-01-29 2023-12-31 13F APPLE COM 037833100 107,988 -1,563 -1.43 20,791 10.84 5.6649
2023-10-18 2023-09-30 13F APPLE COM 037833100 109,551 -2,538 -2.26 18,756 -13.73 5.4192
2023-08-10 2023-06-30 13F APPLE COM 037833100 112,089 -7,819 -6.52 21,742 9.96 5.9794
2023-05-11 2023-03-31 13F APPLE COM 037833100 119,908 13,820 13.03 19,773 43.45 5.5685
2023-02-14 2022-12-31 13F APPLE COM 037833100 106,088 -2,366 -2.18 13,784 -8.04 4.0932
2022-11-07 2022-09-30 13F APPLE Common Stock 037833100 108,454 -2,707 -2.44 14,988 -1.38 4.7947
2022-07-28 2022-06-30 13F APPLE Common Stock 037833100 111,161 -2,916 -2.56 15,198 -23.70 4.4919
2022-05-03 2022-03-31 13F APPLE Common Stock 037833100 114,077 -3,923 -3.32 19,919 -4.93 5.3220
2022-02-09 2021-12-31 13F APPLE Common Stock 037833100 118,000 -5,438 -4.41 20,953 19.96 5.4641
2021-10-29 2021-09-30 13F APPLE Common Stock 037833100 123,438 -3,228 -2.55 17,466 0.68 4.8755
2021-08-05 2021-06-30 13F APPLE Common Stock 037833100 126,666 -16,750 -11.68 17,348 -0.97 4.8167
2021-05-10 2021-03-31 13F APPLE Common Stock 037833100 143,416 29,321 25.70 17,518 15.71 5.0595
2021-02-02 2020-12-31 13F APPLE Common Stock 037833100 114,095 -6,369 -5.29 15,139 8.52 5.4512
2020-11-03 2020-09-30 13F APPLE Common Stock 037833100 120,464 86,596 255.69 13,951 12.92 5.3733
2020-07-23 2020-06-30 13F APPLE Common Stock 037833100 33,868 -954 -2.74 12,355 39.53 5.0965
2020-04-21 2020-03-31 13F APPLE Common Stock 037833100 34,822 -1,917 -5.22 8,855 -17.92 4.1702
2020-02-04 2019-12-31 13F APPLE Common Stock 037833100 36,739 -1,100 -2.91 10,788 27.29 4.2041
2019-11-04 2019-09-30 13F APPLE Common Stock 037833100 37,839 -487 -1.27 8,475 11.73 3.4765
2019-08-01 2019-06-30 13F APPLE Common Stock 037833100 38,326 253 0.66 7,585 4.88 3.1602
2019-05-01 2019-03-31 13F APPLE Common Stock 037833100 38,073 94 0.25 7,232 20.71 3.1356
2019-01-30 2018-12-31 13F APPLE Common Stock 037833100 37,979 377 1.00 5,991 -29.42 2.9566
2018-11-05 2018-09-30 13F APPLE Common Stock 037833100 37,602 -177 -0.47 8,488 21.38 3.8047
2018-07-24 2018-06-30 13F APPLE Common Stock 037833100 37,779 1 0.00 6,993 10.33 3.4571
2018-05-02 2018-03-31 13F APPLE Common Stock 037833100 37,778 -414 -1.08 6,338 -1.93 3.1895
2018-02-05 2017-12-31 13F APPLE Common Stock 037833100 38,192 -454 -1.17 6,463 8.51 3.1120
2017-10-26 2017-09-30 13F APPLE Common Stock 037833100 38,646 -461 -1.18 5,956 1.34 3.0588
2017-07-28 2017-06-30 13F APPLE Common Stock 037833100 39,107 201 0.52 5,877 5.15 3.0587
2017-04-27 2017-03-31 13F APPLE Common Stock 037833100 38,906 328 0.85 5,589 25.09 3.0407
2017-02-01 2016-12-31 13F APPLE Common Stock 037833100 38,578 377 0.99 4,468 3.96 2.5824
2016-10-31 2016-09-30 13F APPLE Common Stock 037833100 38,201 817 2.19 4,298 19.89 2.5076
2016-07-27 2016-06-30 13F APPLE Common Stock 037833100 37,384 1,236 3.42 3,585 -9.01 2.0992
2016-05-05 2016-03-31 13F APPLE Common Stock 037833100 36,148 1,250 3.58 3,940 7.27 2.3962
2016-01-26 2015-12-31 13F APPLE Common Stock 037833100 34,898 1,338 3.99 3,673 -0.78 2.3304
2015-11-06 2015-09-30 13F APPLE Common Stock 037833100 33,560 1,004 3.08 3,702 -9.15 2.5692
2015-08-05 2015-06-30 13F APPLE Common Stock 037833100 32,556 149 0.46 4,075 -0.88 2.6526
2015-04-30 2015-03-31 13F APPLE Common Stock 037833100 32,407 -83 -0.26 4,111 6.39 2.6401
2015-02-11 2014-12-31 13F APPLE Common Stock 037833100 32,490 32,490 3,864 2.5297
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.