Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionForefront Wealth Management Inc.
Latest Disclosed Ownership26,215 shares
Latest Disclosed Value $ 7,126,743
Forefront Wealth Management Inc. reports 1.35% decrease in ownership of AAPL / Apple Inc.

On January 23, 2026 - Forefront Wealth Management Inc. filed a 13F-HR form disclosing ownership of 26,215 shares of Apple Inc. (CO:AAPL) valued at $7,126,743 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 28, 2025 disclosing 26,573 shares of Apple Inc.. This represents a change in shares of -1.35% 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)
2026-01-23 2025-12-31 13F APPLE COM 037833100 26,215 -358 -1.35 7,127 5.32 5.1134
2025-10-28 2025-09-30 13F APPLE COM 037833100 26,573 -891 -3.24 6,766 20.09 4.9625
2025-07-17 2025-06-30 13F APPLE COM 037833100 27,464 -3,772 -12.08 5,635 -18.80 4.5177
2025-04-17 2025-03-31 13F APPLE COM 037833100 31,236 -289 -0.92 6,939 -12.11 6.4207
2025-02-11 2024-12-31 13F APPLE COM 037833100 31,525 -3,223 -9.28 7,895 32.69 7.2713
2023-11-06 2023-09-30 13F APPLE COM 037833100 34,748 -680 -1.92 5,949 -13.42 8.3445
2023-08-07 2023-06-30 13F APPLE COM 037833100 35,428 -1,656 -4.47 6,872 12.36 9.0822
2023-05-09 2023-03-31 13F APPLE COM 037833100 37,084 -1,749 -4.50 6,115 20.83 7.9954
2023-02-14 2022-12-31 13F APPLE COM 037833100 38,833 -336 -0.86 5,061 -6.50 6.8178
2022-11-01 2022-09-30 13F APPLE COM 037833100 39,169 -57 -0.15 5,413 0.78 7.5394
2022-07-28 2022-06-30 13F APPLE COM 037833100 39,226 -5,791 -12.86 5,371 -31.67 7.2353
2022-05-09 2022-03-31 13F APPLE COM 037833100 45,017 508 1.14 7,860 -0.54 7.7751
2022-02-04 2021-12-31 13F APPLE COM 037833100 44,509 44,509 7,903 7.5448
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.