Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionPuzo Michael J
Latest Disclosed Ownership72,944 shares
Latest Disclosed Value $ 18,512,456
Puzo Michael J reports 3.39% decrease in ownership of AAPL / Apple Inc.

On May 7, 2026 - Puzo Michael J filed a 13F-HR form disclosing ownership of 72,944 shares of Apple Inc. (CO:AAPL) valued at $18,512,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 75,507 shares of Apple Inc.. This represents a change in shares of -3.39% 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)
2026-05-07 2026-03-31 13F APPLE COM 037833100 72,944 -2,563 -3.39 18,512 -9.82 5.3905
2026-02-14 2025-12-31 13F APPLE COM 037833100 75,507 -2,092 -2.70 20,527 3.89 5.5881
2025-11-10 2025-09-30 13F APPLE COM 037833100 77,599 8 0.01 19,759 24.12 5.3896
2025-07-23 2025-06-30 13F APPLE COM 037833100 77,591 -2,675 -3.33 15,919 -10.71 4.5358
2025-04-21 2025-03-31 13F APPLE COM 037833100 80,266 -3,543 -4.23 17,829 -15.05 5.1093
2025-02-13 2024-12-31 13F APPLE COM 037833100 83,809 -4,541 -5.14 20,987 1.95 5.8673
2024-11-12 2024-09-30 13F APPLE COM 037833100 88,350 -558 -0.63 20,586 9.93 5.3812
2024-08-12 2024-06-30 13F APPLE COM 037833100 88,908 -1,291 -1.43 18,726 21.06 5.1975
2024-05-13 2024-03-31 13F APPLE COM 037833100 90,199 3,856 4.47 15,467 -6.95 4.2873
2024-02-14 2023-12-31 13F APPLE COM 037833100 86,343 -2,270 -2.56 16,624 9.57 5.2800
2023-11-14 2023-09-30 13F APPLE COM 037833100 88,613 -2,918 -3.19 15,171 -14.55 5.1460
2023-08-11 2023-06-30 13F APPLE COM 037833100 91,531 -4,386 -4.57 17,754 12.25 5.6202
2023-05-11 2023-03-31 13F APPLE COM 037833100 95,917 -578 -0.60 15,817 26.15 5.2764
2023-02-09 2022-12-31 13F APPLE COM 037833100 96,495 -3,306 -3.31 12,538 -9.11 4.5273
2022-11-08 2022-09-30 13F APPLE COM 037833100 99,801 -6,235 -5.88 13,794 -4.86 5.2431
2022-07-19 2022-06-30 13F APPLE COM 037833100 106,036 -3,927 -3.57 14,498 -24.49 5.1481
2022-05-17 2022-03-31 13F APPLE COM 037833100 109,963 -8,070 -6.84 19,201 -8.39 5.7787
2022-02-08 2021-12-31 13F APPLE COM 037833100 118,033 17 0.01 20,960 25.51 5.9197
2021-11-10 2021-09-30 13F APPLE COM 037833100 118,016 -6,399 -5.14 16,700 -1.99 5.2931
2021-08-09 2021-06-30 13F APPLE COM 037833100 124,415 -6,816 -5.19 17,039 6.29 5.2943
2021-05-17 2021-03-31 13F APPLE COM 037833100 131,231 -8,686 -6.21 16,030 -13.66 5.1034
2021-02-16 2020-12-31 13F APPLE COM 037833100 139,917 -7,402 -5.02 18,566 8.82 6.0616
2020-10-28 2020-09-30 13F APPLE COM 037833100 147,319 106,014 256.66 17,061 13.23 6.0718
2020-07-28 2020-06-30 13F APPLE COM 037833100 41,305 -2,429 -5.55 15,068 35.50 5.6371
2020-05-07 2020-03-31 13F APPLE COM 037833100 43,734 -2,543 -5.50 11,120 -18.17 4.8934
2020-01-15 2019-12-31 13F APPLE COM 037833100 46,277 -5,306 -10.29 13,589 17.63 4.8626
2019-11-06 2019-09-30 13F APPLE COM 037833100 51,583 -813 -1.55 11,552 11.41 4.3509
2019-07-24 2019-06-30 13F APPLE COM 037833100 52,396 2,259 4.51 10,369 8.90 3.8511
2019-05-01 2019-03-31 13F APPLE COM 037833100 50,137 -543 -1.07 9,522 19.11 3.7119
2019-01-24 2018-12-31 13F APPLE COM 037833100 50,680 -1,930 -3.67 7,994 -32.70 3.5514
2018-10-15 2018-09-30 13F APPLE COM 037833100 52,610 -498 -0.94 11,878 20.82 4.4812
2018-07-30 2018-06-30 13F APPLE COM 037833100 53,108 -177 -0.33 9,831 9.97 4.1624
2018-04-24 2018-03-31 13F APPLE COM 037833100 53,285 1,729 3.35 8,940 2.46 3.8081
2018-02-02 2017-12-31 13F APPLE COM 037833100 51,556 6,528 14.50 8,725 25.72 3.5956
2017-10-26 2017-09-30 13F APPLE COM 037833100 45,028 -430 -0.95 6,940 6.02 3.6116
2017-07-25 2017-06-30 13F APPLE COM 037833100 45,458 125 0.28 6,546 0.52 3.5328
2017-05-16 2017-03-31 13F APPLE COM 037833100 45,333 -192 -0.42 6,512 23.47 3.6169
2017-02-14 2016-12-31 13F APPLE Common Stock 037833100 45,525 4,235 10.26 5,274 12.98 3.0514
2016-11-16 2016-09-30 13F APPLE Common Stock 037833100 41,290 1,502 3.78 4,668 22.71 2.6918
2016-08-08 2016-06-30 13F APPLE Common Stock 037833100 39,788 2,344 6.26 3,804 -6.79 2.5093
2016-05-27 2016-03-31 13F APPLE Common Stock 037833100 37,444 2,077 5.87 4,081 9.56 2.7074
2016-02-12 2015-12-31 13F APPLE Common Stock 037833100 35,367 247 0.70 3,725 -3.85 2.6017
2015-11-13 2015-09-30 13F APPLE Common Stock 037833100 35,120 1,456 4.33 3,874 -8.29 2.7522
2015-08-10 2015-06-30 13F APPLE Common Stock 037833100 33,664 1,576 4.91 4,224 5.76 2.7216
2015-05-22 2015-03-31 13F APPLE Common Stock 037833100 32,088 2,513 8.50 3,994 22.37 2.5510
2015-02-13 2014-12-31 13F APPLE Common Stock 037833100 29,575 525 1.81 3,264 11.55 2.1423
2014-11-24 2014-09-30 13F APPLE Common Stock 037833100 29,050 1,397 5.05 2,926 13.85 2.0077
2014-07-24 2014-06-30 13F APPLE Common Stock 037833100 27,653 23,775 613.07 2,570 23.38 1.7829
2014-05-30 2014-03-31 13F APPLE Common Stock 037833100 3,878 -20 -0.51 2,083 -4.76 1.4994
2014-05-28 2013-12-31 13F APPLE Common Stock 037833100 3,898 211 5.72 2,187 24.33 1.5952
2013-11-18 2013-09-30 13F APPLE Common Stock 037833100 3,687 417 12.75 1,759 35.73 1.4707
2013-08-19 2013-06-30 13F APPLE Common Stock 037833100 3,270 219 7.18 1,296 -4.07 1.1377
2013-08-16 2013-03-31 13F APPLE Common Stock 037833100 3,051 458 17.66 1,351 -2.10 1.1776
2013-08-16 2012-12-31 13F APPLE Common Stock 037833100 2,593 2,593 1,380 1.3167
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.