Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionGoldstein Advisors, LLC
Latest Disclosed Ownership22,673 shares
Latest Disclosed Value $ 5,754,068
Goldstein Advisors, LLC reports 3.56% increase in ownership of AAPL / Apple Inc.

On April 28, 2026 - Goldstein Advisors, LLC filed a 13F-HR form disclosing ownership of 22,673 shares of Apple Inc. (CO:AAPL) valued at $5,754,068 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,893 shares of Apple Inc.. This represents a change in shares of 3.56% 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)
2026-04-28 2026-03-31 13F APPLE COM 037833100 22,673 780 3.56 5,754 -3.31 0.6392
2026-02-10 2025-12-31 13F APPLE COM 037833100 21,893 399 1.86 5,952 8.75 0.6781
2025-10-21 2025-09-30 13F APPLE COM 037833100 21,494 -145 -0.67 5,473 23.27 0.6651
2025-07-29 2025-06-30 13F APPLE COM 037833100 21,639 -8,211 -27.51 4,440 -33.05 0.5964
2025-04-23 2025-03-31 13F APPLE COM 037833100 29,850 -1,280 -4.11 6,631 -14.95 0.9694
2025-01-17 2024-12-31 13F APPLE COM 037833100 31,130 -471 -1.49 7,796 5.87 1.1321
2024-10-24 2024-09-30 13F APPLE COM 037833100 31,601 606 1.96 7,363 12.79 1.1192
2024-07-24 2024-06-30 13F APPLE COM 037833100 30,995 27 0.09 6,528 22.94 1.0917
2024-05-13 2024-03-31 13F APPLE COM 037833100 30,968 -1,142 -3.56 5,310 -14.11 0.9067
2024-02-12 2023-12-31 13F APPLE COM 037833100 32,110 248 0.78 6,182 13.33 1.0427
2023-10-18 2023-09-30 13F APPLE COM 037833100 31,862 -464 -1.44 5,455 -13.00 1.1386
2023-07-21 2023-06-30 13F APPLE COM 037833100 32,326 19 0.06 6,270 17.70 1.3132
2023-05-09 2023-03-31 13F APPLE COM 037833100 32,307 237 0.74 5,327 27.84 1.1714
2023-02-03 2022-12-31 13F APPLE COM 037833100 32,070 32,070 4,167 1.0084
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.