Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership103,290 shares
Latest Disclosed Value $ 26,213,989
Prestige Wealth Management Group LLC reports 0.48% decrease in ownership of AAPL / Apple Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 103,290 shares of Apple Inc. (CO:AAPL) valued at $26,213,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 103,790 shares of Apple Inc.. This represents a change in shares of -0.48% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833100 103,290 -500 -0.48 26,214 -7.10 5.0410
2026-02-11 2025-12-31 13F APPLE COM 037833100 103,790 -519 -0.50 28,216 6.23 5.3838
2026-02-20 2025-09-30 13F/A-1 APPLE COM 037833100 104,309 -1,141 -1.08 26,560 22.76 5.1251
2025-11-10 2025-09-30 13F APPLE COM 037833100 104,309 -1,141 26,560 5.1251
2026-02-20 2025-06-30 13F/A-1 APPLE COM 037833100 105,450 -2,669 -2.47 21,635 -9.91 4.4088
2025-08-14 2025-06-30 13F APPLE COM 037833100 105,450 -2,669 21,635 4.4088
2026-02-20 2025-03-31 13F/A-1 APPLE COM 037833100 108,119 -585 -0.54 24,017 -11.77 5.1333
2025-05-12 2025-03-31 13F APPLE COM 037833100 108,119 -585 24,017 5.1333
2026-02-20 2024-12-31 13F/A-1 APPLE COM 037833100 108,704 -680 -0.62 27,222 6.81 5.6588
2025-02-12 2024-12-31 13F APPLE COM 037833100 108,704 -680 27,222 5.6588
2026-02-20 2024-09-30 13F/A-1 APPLE COM 037833100 109,384 -1,629 -1.47 25,487 9.00 5.2697
2024-11-15 2024-09-30 13F APPLE COM 037833100 109,384 -1,629 25,487 5.2697
2026-02-20 2024-06-30 13F/A-1 APPLE COM 037833100 111,013 -3,513 -3.07 23,382 19.06 5.0489
2024-08-06 2024-06-30 13F APPLE COM 037833100 111,013 -3,513 23,382 5.0489
2024-04-26 2024-03-31 13F APPLE COM 037833100 114,526 -2,995 -2.55 19,639 -13.21 4.2307
2024-04-26 2023-12-31 13F/A-1 APPLE COM 037833100 117,521 -860 -0.73 22,626 11.63 5.1337
2024-02-08 2023-12-31 13F APPLE COM 037833100 117,521 -860 22,626 4.2370
2024-04-26 2023-09-30 13F/A-1 APPLE COM 037833100 118,381 2,117 1.82 20,268 -10.12 4.9972
2023-11-14 2023-09-30 13F APPLE COM 037833100 118,381 2,117 20,268 4.9972
2024-04-26 2023-06-30 13F/A-1 APPLE COM 037833100 116,264 5,134 4.62 22,552 23.06 5.3430
2023-08-11 2023-06-30 13F APPLE COM 037833100 116,264 5,134 22,552 5.3430
2024-04-26 2023-03-31 13F/A-1 APPLE COM 037833100 111,130 -18,709 -14.41 18,325 8.63 4.6067
2023-05-16 2023-03-31 13F APPLE COM 037833100 111,130 -18,709 18,325 4.5114
2023-02-08 2022-12-31 13F APPLE COM 037833100 129,839 21,038 19.34 16,870 12.19 4.3969
2022-11-01 2022-09-30 13F APPLE COM 037833100 108,801 69 0.06 15,036 1.15 4.2255
2022-08-10 2022-06-30 13F APPLE COM 037833100 108,732 -967 -0.88 14,865 -22.40 4.0311
2022-05-05 2022-03-31 13F APPLE COM 037833100 109,699 1,093 1.01 19,155 -0.68 4.7138
2022-02-15 2021-12-31 13F APPLE COM 037833100 108,606 -225 -0.21 19,286 25.23 4.6083
2021-11-12 2021-09-30 13F APPLE COM 037833100 108,831 3,207 3.04 15,400 6.46 3.9418
2021-08-12 2021-06-30 13F APPLE COM 037833100 105,624 -3,036 -2.79 14,466 8.99 3.8405
2021-05-13 2021-03-31 13F APPLE COM 037833100 108,660 505 0.47 13,273 -7.51 3.6291
2021-02-17 2020-12-31 13F APPLE COM 037833100 108,155 3,170 3.02 14,351 18.04 3.9326
2020-10-26 2020-09-30 13F APPLE COM 037833100 104,985 79,619 313.88 12,158 31.38 3.6721
2020-08-13 2020-06-30 13F APPLE COM 037833100 25,366 -2,026 -7.40 9,254 32.85 3.2628
2020-05-15 2020-03-31 13F APPLE COM 037833100 27,392 3,436 14.34 6,966 -0.98 2.9378
2020-01-28 2019-12-31 13F APPLE COM 037833100 23,956 39 0.16 7,035 31.32 3.8500
2019-11-14 2019-09-30 13F APPLE COM 037833100 23,917 2,328 10.78 5,357 25.37 3.1352
2019-08-16 2019-06-30 13F APPLE COM 037833100 21,589 -965 -4.28 4,273 -0.26 2.5843
2019-08-16 2019-03-31 13F APPLE COM 037833100 22,554 -1,501 -6.24 4,284 12.92 2.6314
2019-04-16 2018-12-31 13F Apple COM 037833100 24,055 24,055 3,794 2.7936
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.