Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership511,249 shares
Latest Disclosed Value $ 129,749,996
HCR Wealth Advisors reports 4.31% decrease in ownership of AAPL / Apple Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 511,249 shares of Apple Inc. (CO:AAPL) valued at $129,749,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 534,282 shares of Apple Inc.. This represents a change in shares of -4.31% 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)
2026-04-21 2026-03-31 13F Apple Common Stock 037833100 511,249 -23,033 -4.31 129,750 -10.67 13.4546
2026-01-27 2025-12-31 13F Apple Common Stock 037833100 534,282 -2,548 -0.47 145,250 5.23 14.3856
2025-10-03 2025-09-30 13F Apple Common Stock 037833100 536,830 7,424 1.40 138,035 27.08 14.2945
2025-07-17 2025-06-30 13F Apple Common Stock 037833100 529,406 1,750 0.33 108,618 -7.33 12.7832
2025-04-21 2025-03-31 13F Apple Common Stock 037833100 527,656 -2,102 -0.40 117,208 -11.65 15.2586
2025-01-14 2024-12-31 13F Apple Common Stock 037833100 529,758 -770 -0.15 132,662 7.32 16.6205
2024-10-10 2024-09-30 13F Apple Common Stock 037833100 530,528 2,816 0.53 123,613 11.22 16.1764
2024-08-07 2024-06-30 13F Apple Common Stock 037833100 527,712 -11,635 -2.16 111,147 20.17 15.8839
2024-05-10 2024-03-31 13F Apple Common Stock 037833100 539,347 -4,852 -0.89 92,487 -11.73 14.0257
2024-02-09 2023-12-31 13F Apple Common Stock 037833100 544,199 44,292 8.86 104,775 22.42 16.5500
2023-10-20 2023-09-30 13F APPLE COM 037833100 499,907 -58,409 -10.46 85,589 -20.97 18.7658
2023-08-10 2023-06-30 13F APPLE COM 037833100 558,316 -9,283 -1.64 108,297 15.70 20.0565
2023-05-12 2023-03-31 13F APPLE COM 037833100 567,599 -2,665 -0.47 93,597 26.32 18.5255
2023-02-13 2022-12-31 13F APPLE COM 037833100 570,264 -9,785 -1.69 74,094 -7.57 15.5502
2022-11-07 2022-09-30 13F APPLE COM 037833100 580,049 -11,829 -2.00 80,163 -0.94 17.0337
2022-08-12 2022-06-30 13F APPLE COM 037833100 591,878 -6,880 -1.15 80,922 -22.60 16.2435
2022-05-05 2022-03-31 13F APPLE COM 037833100 598,758 1,563 0.26 104,549 -1.41 17.0883
2022-02-04 2021-12-31 13F APPLE COM 037833100 597,195 -7,527 -1.24 106,044 23.93 16.4362
2021-11-02 2021-09-30 13F APPLE COM 037833100 604,722 8,670 1.45 85,568 4.82 14.2795
2021-07-21 2021-06-30 13F APPLE COM 037833100 596,052 -562 -0.09 81,635 12.02 14.1715
2021-05-13 2021-03-31 13F APPLE COM 037833100 596,614 -98,548 -14.18 72,876 -20.99 14.4092
2021-02-04 2020-12-31 13F APPLE COM 037833100 695,162 4,456 0.65 92,241 15.27 19.3051
2020-11-05 2020-09-30 13F APPLE COM 037833100 690,706 452,944 190.50 80,023 -7.59 18.2962
2020-07-30 2020-06-30 13F APPLE COM 037833100 237,762 5,840 2.52 86,592 46.83 20.3182
2020-05-08 2020-03-31 13F APPLE COM 037833100 231,922 -3,782 -1.60 58,975 -14.79 16.8710
2020-02-07 2019-12-31 13F APPLE COM 037833100 235,704 61,763 35.51 69,215 74.70 16.7907
2019-11-07 2019-09-30 13F APPLE COM 037833100 173,941 -64,910 -27.18 39,620 -16.19 13.1536
2019-07-25 2019-06-30 13F APPLE COM 037833100 238,851 27,261 12.88 47,274 17.69 13.4430
2019-05-10 2019-03-31 13F APPLE COM 037833100 211,590 24,001 12.79 40,168 35.75 11.5413
2019-01-31 2018-12-31 13F APPLE COM 037833100 187,589 -683 -0.36 29,590 -29.59 9.5593
2018-11-08 2018-09-30 13F APPLE COM 037833100 188,272 -1,262 -0.67 42,023 17.43 13.6889
2018-08-14 2018-06-30 13F APPLE COM 037833100 189,534 3,131 1.68 35,785 14.42 11.7418
2018-05-15 2018-03-31 13F APPLE COM 037833100 186,403 -797 -0.43 31,275 0.88 10.8462
2018-02-13 2017-12-31 13F APPLE COM 037833100 187,200 2,538 1.37 31,003 8.94 10.8293
2017-11-13 2017-09-30 13F APPLE COM 037833100 184,662 -3,747 -1.99 28,460 4.88 11.9787
2017-08-16 2017-06-30 13F/A-1 APPLE COM 037833100 188,409 -7,921 -4.03 27,135 1.59 13.4007
2017-08-15 2017-06-30 13F APPLE COM 037833100 29,327 4,224
2017-05-11 2017-03-31 13F APPLE COM 037833100 196,330 -14,568 -6.91 26,711 15.02 13.6820
2017-02-14 2016-12-31 13F APPLE COM 037833100 210,898 210,898 23,222 12.2673
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.