Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionOrgel Wealth Management, LLC
Latest Disclosed Ownership7,815 shares
Latest Disclosed Value $ 1,983,369
Orgel Wealth Management, LLC reports 0.99% decrease in ownership of AAPL / Apple Inc.

On April 7, 2026 - Orgel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 7,815 shares of Apple Inc. (CO:AAPL) valued at $1,983,369 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 7,893 shares of Apple Inc.. This represents a change in shares of -0.99% 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)
2026-04-07 2026-03-31 13F APPLE COM 037833100 7,815 -78 -0.99 1,983 -7.55 0.0427
2026-01-07 2025-12-31 13F APPLE COM 037833100 7,893 661 9.14 2,146 16.51 0.0473
2025-10-06 2025-09-30 13F APPLE COM 037833100 7,232 0 0.00 1,841 24.14 0.0420
2025-07-10 2025-06-30 13F APPLE COM 037833100 7,232 -240 -3.21 1,484 -10.61 0.0358
2025-04-15 2025-03-31 13F APPLE COM 037833100 7,472 -466 -5.87 1,660 -16.51 0.0431
2025-01-15 2024-12-31 13F APPLE COM 037833100 7,938 40 0.51 1,988 7.99 0.0519
2024-10-17 2024-09-30 13F APPLE COM 037833100 7,898 -597 -7.03 1,840 2.85 0.0461
2024-07-22 2024-06-30 13F APPLE COM 037833100 8,495 359 4.41 1,789 28.24 0.0483
2024-04-15 2024-03-31 13F APPLE COM 037833100 8,136 -1,741 -17.63 1,395 -26.62 0.0383
2024-01-11 2023-12-31 13F APPLE COM 037833100 9,877 349 3.66 1,902 16.55 0.0562
2023-10-26 2023-09-30 13F APPLE COM 037833100 9,528 602 6.74 1,631 -5.78 0.0551
2023-07-10 2023-06-30 13F APPLE COM 037833100 8,926 66 0.74 1,731 18.48 0.0572
2023-04-06 2023-03-31 13F APPLE COM 037833100 8,860 -916 -9.37 1,461 15.04 0.0522
2023-01-17 2022-12-31 13F APPLE COM 037833100 9,776 -204 -2.04 1,270 -7.90 0.0488
2022-10-25 2022-09-30 13F APPLE COM 037833100 9,980 94 0.95 1,379 2.00 0.0680
2022-07-13 2022-06-30 13F APPLE COM 037833100 9,886 -1,516 -13.30 1,352 -32.09 0.0765
2022-05-10 2022-03-31 13F APPLE COM 037833100 11,402 -4,206 -26.95 1,991 -28.17 0.1367
2022-01-24 2021-12-31 13F APPLE COM 037833100 15,608 1,335 9.35 2,772 37.23 0.2676
2021-10-26 2021-09-30 13F APPLE COM 037833100 14,273 2,225 18.47 2,020 22.42 0.2296
2021-07-23 2021-06-30 13F APPLE COM 037833100 12,048 1,578 15.07 1,650 29.01 0.2070
2021-04-28 2021-03-31 13F APPLE COM 037833100 10,470 -705 -6.31 1,279 -13.76 0.1811
2021-02-08 2020-12-31 13F APPLE COM 037833100 11,175 -85 -0.75 1,483 13.73 0.3042
2020-11-03 2020-09-30 13F APPLE COM 037833100 11,260 8,077 253.75 1,304 12.32 0.3638
2020-07-31 2020-06-30 13F APPLE COM 037833100 3,183 670 26.66 1,161 81.69 0.4376
2020-04-28 2020-03-31 13F APPLE COM 037833100 2,513 -12 -0.48 639 -13.77 0.2533
2020-01-27 2019-12-31 13F APPLE COM 037833100 2,525 -63 -2.43 741 27.76 0.2035
2019-12-06 2019-09-30 13F/A-1 APPLE COM 037833100 2,588 66 2.62 580 16.23 0.2178
2019-10-15 2019-09-30 13F APPLE COM 037833100 2,588 66 580
2020-01-28 2019-06-30 13F/A-1 APPLE COM 037833100 2,522 40 1.61 499 5.94 0.1947
2019-07-12 2019-06-30 13F APPLE COM 037833100 2,522 40 499 195,304.0912
2020-01-28 2019-03-31 13F/A-2 APPLE COM 037833100 2,482 200 8.76 471 30.83 0.1590
2020-01-28 2019-03-31 13F/A-1 APPLE COM 037833100 2,482 0 471 0.1590
2019-04-29 2019-03-31 13F APPLE COM 037833100 2,282 0 360
2019-01-14 2018-12-31 13F APPLE COM 037833100 2,282 -168 -6.86 360 -34.90 0.1087
2018-10-11 2018-09-30 13F APPLE COM 037833100 2,450 0 0.00 553 21.81 0.2419
2018-07-16 2018-06-30 13F APPLE COM 037833100 2,450 0 0.00 454 10.46 0.1120
2018-04-25 2018-03-31 13F APPLE COM 037833100 2,450 -260 -9.59 411 -10.46 0.1017
2018-02-08 2017-12-31 13F APPLE COM 037833100 2,710 242 9.81 459 20.79 0.1111
2017-11-13 2017-09-30 13F APPLE COM 037833100 2,468 -113 -4.38 380 2.15 0.1326
2017-08-10 2017-06-30 13F APPLE COM 037833100 2,581 80 3.20 372 3.33 0.1357
2017-04-24 2017-03-31 13F APPLE COM 037833100 2,501 2,501 360 0.1580
2016-08-15 2016-06-30 13F APPLE COM 037833100 0 -1,853 -100.00 0 -100.00
2016-05-06 2016-03-31 13F APPLE COM 037833100 1,853 1,853 202 0.1269
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.