Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership155,318 shares
Latest Disclosed Value $ 39,418,625
Buckley Wealth Management, LLC reports 0.26% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 155,318 shares of Apple Inc. (CO:AAPL) valued at $39,418,625 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 154,908 shares of Apple Inc.. This represents a change in shares of 0.26% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833100 155,318 410 0.26 39,419 -6.40 10.0597
2026-02-12 2025-12-31 13F APPLE COM 037833100 154,908 -1,614 -1.03 42,113 5.67 11.1659
2025-11-14 2025-09-30 13F APPLE COM 037833100 156,522 -1,007 -0.64 39,855 23.31 10.9121
2025-08-11 2025-06-30 13F APPLE COM 037833100 157,529 -1,440 -0.91 32,320 -8.47 9.6724
2025-05-15 2025-03-31 13F APPLE COM 037833100 158,969 -463 -0.29 35,312 -11.55 10.9847
2025-02-10 2024-12-31 13F APPLE COM 037833100 159,432 -4,337 -2.65 39,925 4.63 12.2228
2024-10-18 2024-09-30 13F APPLE COM 037833100 163,769 -5,080 -3.01 38,158 7.30 11.7543
2024-07-24 2024-06-30 13F APPLE COM 037833100 168,849 1,071 0.64 35,563 23.61 11.2713
2024-04-16 2024-03-31 13F APPLE COM 037833100 167,778 -858 -0.51 28,771 -11.39 9.2253
2024-01-18 2023-12-31 13F APPLE COM 037833100 168,636 -534 -0.32 32,467 12.10 11.2713
2023-10-13 2023-09-30 13F APPLE COM 037833100 169,170 -10,843 -6.02 28,964 -17.05 10.8363
2023-07-12 2023-06-30 13F APPLE COM 037833100 180,013 -5,551 -2.99 34,917 14.11 11.8755
2023-04-14 2023-03-31 13F APPLE COM 037833100 185,564 -21,736 -10.49 30,600 13.61 11.2681
2023-02-10 2022-12-31 13F APPLE COM 037833100 207,300 -5,196 -2.45 26,935 -8.28 9.8025
2022-11-14 2022-09-30 13F APPLE COM 037833100 212,496 -24,979 -10.52 29,367 -9.55 10.8243
2022-08-04 2022-06-30 13F APPLE COM 037833100 237,475 2,993 1.28 32,468 -20.70 10.4475
2022-05-06 2022-03-31 13F APPLE COM 037833100 234,482 4,262 1.85 40,943 0.15 11.0826
2022-02-02 2021-12-31 13F APPLE COM 037833100 230,220 -11,496 -4.76 40,880 19.52 11.9349
2021-11-09 2021-09-30 13F APPLE COM 037833100 241,716 -2,312 -0.95 34,203 2.34 11.0608
2021-07-27 2021-06-30 13F APPLE COM 037833100 244,028 -2,904 -1.18 33,422 10.80 11.4656
2021-04-30 2021-03-31 13F APPLE COM 037833100 246,932 -5,004 -1.99 30,163 -9.77 11.1809
2021-01-20 2020-12-31 13F APPLE COM 037833100 251,936 -15,345 -5.74 33,429 8.00 13.7076
2020-10-19 2020-09-30 13F APPLE COM 037833100 267,281 197,192 281.35 30,954 21.06 13.8945
2020-07-15 2020-06-30 13F APPLE COM 037833100 70,089 -2,356 -3.25 25,569 38.80 11.5968
2020-04-10 2020-03-31 13F APPLE COM 037833100 72,445 -2,009 -2.70 18,422 -15.74 9.9956
2020-01-16 2019-12-31 13F APPLE COM 037833100 74,454 -2,976 -3.84 21,863 26.07 9.9215
2019-10-11 2019-09-30 13F APPLE COM 037833100 77,430 -8,044 -9.41 17,342 2.51 8.4886
2019-07-19 2019-06-30 13F APPLE COM 037833100 85,474 -1,596 -1.83 16,917 2.29 7.9173
2019-04-11 2019-03-31 13F APPLE COM 037833100 87,070 -4,100 -4.50 16,539 15.01 7.8338
2019-02-01 2018-12-31 13F APPLE COM 037833100 91,170 13,019 16.66 14,381 -18.48 7.4142
2018-10-25 2018-09-30 13F APPLE COM 037833100 78,151 -1,062 -1.34 17,642 20.32 7.7049
2018-07-31 2018-06-30 13F APPLE COM 037833100 79,213 111 0.14 14,663 10.48 6.9328
2018-05-08 2018-03-31 13F APPLE COM 037833100 79,102 309 0.39 13,272 -0.46 6.5608
2018-02-07 2017-12-31 13F APPLE COM 037833100 78,793 78,793 13,334 6.6882
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.