Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionBlueSky Wealth Advisors, LLC
Latest Disclosed Ownership13,270 shares
Latest Disclosed Value $ 3,367,878
BlueSky Wealth Advisors, LLC reports 25.58% increase in ownership of AAPL / Apple Inc.

On April 16, 2026 - BlueSky Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 13,270 shares of Apple Inc. (CO:AAPL) valued at $3,367,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,567 shares of Apple Inc.. This represents a change in shares of 25.58% 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)
2026-04-16 2026-03-31 13F APPLE COM 037833100 13,270 2,703 25.58 3,368 17.24 0.4337
2026-01-26 2025-12-31 13F APPLE COM 037833100 10,567 -43 -0.41 2,873 6.33 0.3788
2025-10-14 2025-09-30 13F APPLE COM 037833100 10,610 1,575 17.43 2,702 45.76 0.3643
2025-07-14 2025-06-30 13F APPLE COM 037833100 9,035 451 5.25 1,854 -2.78 0.2693
2025-04-21 2025-03-31 13F APPLE COM 037833100 8,584 80 0.94 1,907 -10.47 0.2955
2025-01-16 2024-12-31 13F APPLE COM 037833100 8,504 -73 -0.85 2,129 6.56 0.3329
2024-10-11 2024-09-30 13F APPLE COM 037833100 8,577 61 0.72 1,998 11.43 0.3104
2024-07-17 2024-06-30 13F APPLE COM 037833100 8,516 2,521 42.05 1,794 74.42 0.3018
2024-04-12 2024-03-31 13F APPLE COM 037833100 5,995 1,865 45.16 1,028 29.31 0.8044
2024-02-12 2023-12-31 13F APPLE COM 037833100 4,130 -734 -15.09 795 -4.45 0.1478
2023-10-18 2023-09-30 13F APPLE COM 037833100 4,864 115 2.42 833 -9.66 0.1703
2023-07-27 2023-06-30 13F APPLE COM 037833100 4,749 -16,871 -78.03 921 -74.17 0.1851
2023-05-10 2023-03-31 13F APPLE COM 037833100 21,620 100 0.46 3,565 27.50 0.7372
2023-02-01 2022-12-31 13F APPLE COM 037833100 21,520 -1,102 -4.87 2,796 -10.56 0.6183
2022-11-03 2022-09-30 13F APPLE COM 037833100 22,622 17,088 308.78 3,126 312.95 0.7254
2022-08-02 2022-06-30 13F APPLE COM 037833100 5,534 -423 -7.10 757 -27.21 0.1680
2022-04-26 2022-03-31 13F APPLE COM 037833100 5,957 -411 -6.45 1,040 -8.05 0.2020
2022-01-25 2021-12-31 13F/A-1 APPLE COM 037833100 6,368 -971 -13.23 1,131 8.96 0.2095
2022-01-13 2021-12-31 13F APPLE COM 037833100 19,103 11,764 3,392 0.1003
2021-10-15 2021-09-30 13F APPLE COM 037833100 7,339 166 2.31 1,038 -0.29 0.2032
2021-07-27 2021-06-30 13F APPLE COM 037833100 7,173 -156 -2.13 1,041 8.21 0.2041
2021-04-23 2021-03-31 13F APPLE COM 037833100 7,329 -1,863 -20.27 962 -21.15 0.2170
2021-02-03 2020-12-31 13F APPLE COM 037833100 9,192 -1,137 -11.01 1,220 -2.48 0.2946
2020-10-16 2020-09-30 13F APPLE COM 037833100 10,329 7,525 268.37 1,251 22.29 0.3265
2020-07-14 2020-06-30 13F APPLE COM 037833100 2,804 -463 -14.17 1,023 23.10 0.2924
2020-04-21 2020-03-31 13F APPLE COM 037833100 3,267 93 2.93 831 -15.46 0.3062
2020-02-12 2019-12-31 13F APPLE COM 037833100 3,174 -1,074 -25.28 983 1.97 0.3213
2019-10-15 2019-09-30 13F APPLE COM 037833100 4,248 -918 -17.77 964 -5.68 0.3321
2019-08-05 2019-06-30 13F APPLE COM 037833100 5,166 -1,740 -25.20 1,022 -25.83 0.3637
2019-05-08 2019-03-31 13F APPLE COM 037833100 6,906 -795 -10.32 1,378 16.29 0.4980
2019-02-01 2018-12-31 13F APPLE COM 037833100 7,701 -102 -1.31 1,185 -33.05 0.4632
2018-10-11 2018-09-30 13F APPLE COM 037833100 7,803 49 0.63 1,770 23.34 0.6709
2018-07-17 2018-06-30 13F APPLE COM 037833100 7,754 -1,039 -11.82 1,435 -2.71 0.5484
2018-04-24 2018-03-31 13F APPLE COM 037833100 8,793 -1,297 -12.85 1,475 -13.64 0.5660
2018-02-02 2017-12-31 13F APPLE COM 037833100 10,090 -684 -6.35 1,708 2.89 0.7071
2017-11-02 2017-09-30 13F/A-1 APPLE COM 037833100 10,774 -145 -1.33 1,660 5.53 0.7164
2017-10-12 2017-09-30 13F APPLE COM 037833100 10,774 -145 1,660
2017-07-13 2017-06-30 13F APPLE COM 037833100 10,919 -360 -3.19 1,573 -2.90 0.7275
2017-04-18 2017-03-31 13F APPLE COM 037833100 11,279 -3,500 -23.68 1,620 -5.37 0.7736
2017-04-18 2016-12-31 13F APPLE COM 037833100 14,779 14,779 1,712 0.8401
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.