Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership15,208 shares
Latest Disclosed Value $ 3,859,511
MBM Wealth Consultants, LLC reports 2.54% decrease in ownership of AAPL / Apple Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 15,208 shares of Apple Inc. (CO:AAPL) valued at $3,859,511 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 15,605 shares of Apple Inc.. This represents a change in shares of -2.54% 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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 15,208 -397 -2.54 3,860 -9.03 0.8860
2026-01-26 2025-12-31 13F APPLE COM 037833100 15,605 -262 -1.65 4,242 5.00 1.0087
2025-10-31 2025-09-30 13F APPLE COM 037833100 15,867 158 1.01 4,040 25.39 1.0031
2025-08-13 2025-06-30 13F APPLE COM 037833100 15,709 328 2.13 3,223 -5.68 0.8629
2025-04-28 2025-03-31 13F APPLE COM 037833100 15,381 346 2.30 3,416 -6.82 1.0095
2025-01-17 2024-12-31 13F APPLE COM 037833100 15,035 227 1.53 3,666 6.26 1.0914
2024-10-07 2024-09-30 13F APPLE COM 037833100 14,808 1,057 7.69 3,450 9.73 1.0882
2024-07-30 2024-06-30 13F APPLE COM 037833100 13,751 473 3.56 3,144 38.14 1.0729
2024-04-18 2024-03-31 13F APPLE COM 037833100 13,278 575 4.53 2,277 -6.53 0.8008
2024-01-30 2023-12-31 13F APPLE COM 037833100 12,703 234 1.88 2,435 9.24 0.9096
2023-10-19 2023-09-30 13F APPLE COM 037833100 12,469 -701 -5.32 2,230 -10.80 0.9695
2023-07-24 2023-06-30 13F APPLE COM 037833100 13,170 1,304 10.99 2,499 124,850.00 1.0700
2023-05-31 2023-03-31 13F APPLE COM 037833100 11,866 0 0.00 2 100.00 0.8479
2023-02-15 2022-12-31 13F APPLE COM 037833100 11,866 575 5.09 1 -99.94 0.6867
2022-10-24 2022-09-30 13F APPLE COM 037833100 11,291 187 1.68 1,608 5.93 0.7753
2022-08-15 2022-06-30 13F APPLE COM 037833100 11,104 126 1.15 1,518 -20.81 0.7421
2022-05-16 2022-03-31 13F APPLE COM 037833100 10,978 2,226 25.43 1,917 23.36 0.7962
2022-02-15 2021-12-31 13F APPLE COM 037833100 8,752 -11 -0.13 1,554 25.32 0.6449
2021-11-16 2021-09-30 13F APPLE COM 037833100 8,763 612 7.51 1,240 11.01 0.5661
2021-08-13 2021-06-30 13F APPLE COM 037833100 8,151 196 2.46 1,117 15.04 0.5241
2021-05-10 2021-03-31 13F APPLE COM 037833100 7,955 188 2.42 971 -5.73 0.4931
2021-02-09 2020-12-31 13F APPLE COM 037833100 7,767 -947 -10.87 1,030 1.98 0.5608
2020-11-12 2020-09-30 13F APPLE COM 037833100 8,714 6,228 250.52 1,010 11.48 0.6451
2020-08-07 2020-06-30 13F APPLE COM 037833100 2,486 -469 -15.87 906 20.48 0.6389
2020-05-13 2020-03-31 13F APPLE COM 037833100 2,955 -157 -5.04 752 -17.72 0.6224
2020-02-11 2019-12-31 13F APPLE COM 037833100 3,112 -668 -17.67 914 7.91 0.6775
2019-10-30 2019-09-30 13F APPLE COM 037833100 3,780 41 1.10 847 11.74 0.6654
2019-07-30 2019-06-30 13F APPLE COM 037833100 3,739 114 3.14 758 10.01 0.6300
2019-04-25 2019-03-31 13F APPLE COM 037833100 3,625 178 5.16 689 26.65 0.6042
2019-02-13 2018-12-31 13F APPLE COM 037833100 3,447 3,447 544 0.5304
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.