Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership204,904 shares
Latest Disclosed Value $ 52,002,552
Avidian Wealth Solutions, LLC reports 20.26% increase in ownership of AAPL / Apple Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 204,904 shares of Apple Inc. (CO:AAPL) valued at $52,002,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 170,387 shares of Apple Inc.. This represents a change in shares of 20.26% 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 204,904 34,517 20.26 52,003 12.26 1.6453
2026-02-02 2025-12-31 13F APPLE COM 037833100 170,387 3,971 2.39 46,321 9.31 1.6857
2025-10-30 2025-09-30 13F APPLE COM 037833100 166,416 9,536 6.08 42,375 31.65 1.5959
2025-07-30 2025-06-30 13F APPLE COM 037833100 156,880 -18,907 -10.76 32,187 -17.57 1.3083
2025-04-25 2025-03-31 13F APPLE COM 037833100 175,787 -3,785 -2.11 39,048 -13.17 1.7384
2025-01-29 2024-12-31 13F APPLE COM 037833100 179,572 642 0.36 44,968 7.86 2.0200
2024-10-30 2024-09-30 13F APPLE COM 037833100 178,930 -2,823 -1.55 41,691 8.91 1.8928
2024-08-06 2024-06-30 13F APPLE COM 037833100 181,753 -6,504 -3.45 38,281 18.58 1.5894
2024-05-03 2024-03-31 13F APPLE COM 037833100 188,257 4,904 2.67 32,282 -8.55 1.5660
2024-02-06 2023-12-31 13F APPLE COM 037833100 183,353 -7,379 -3.87 35,301 8.10 2.1716
2023-10-13 2023-09-30 13F APPLE COM 037833100 190,732 -13,775 -6.74 32,655 -17.68 2.2998
2023-08-03 2023-06-30 13F APPLE COM 037833100 204,507 -77,636 -27.52 39,668 -14.74 2.5974
2023-05-08 2023-03-31 13F APPLE COM 037833100 282,143 -40,213 -12.47 46,525 11.08 2.5523
2023-02-06 2022-12-31 13F APPLE COM 037833100 322,356 34,068 11.82 41,884 5.13 2.7274
2022-11-03 2022-09-30 13F APPLE COM 037833100 288,288 5,162 1.82 39,841 2.92 2.8790
2022-07-29 2022-06-30 13F APPLE COM 037833100 283,126 71,535 33.81 38,709 4.77 2.7396
2022-05-10 2022-03-31 13F APPLE COM 037833100 211,591 17,805 9.19 36,946 7.37 2.2632
2022-02-14 2021-12-31 13F APPLE COM 037833100 193,786 -159,164 -45.10 34,411 -31.10 2.1419
2021-11-10 2021-09-30 13F APPLE COM 037833100 352,950 11,201 3.28 49,942 6.70 3.8048
2021-08-09 2021-06-30 13F APPLE COM 037833100 341,749 236 0.07 46,806 12.20 3.5911
2021-05-05 2021-03-31 13F APPLE COM 037833100 341,513 28,748 9.19 41,716 0.52 3.5541
2021-02-09 2020-12-31 13F APPLE COM 037833100 312,765 2,805 0.90 41,501 15.61 3.9346
2021-02-03 2020-09-30 13F/A-1 APPLE COM 037833100 309,960 234,643 311.54 35,896 30.64 4.0668
2020-11-06 2020-09-30 13F APPLE COM 037833100 309,960 234,643 35,896 8,314,378.7610
2020-08-10 2020-06-30 13F APPLE COM 037833100 75,317 -61 -0.08 27,476 43.34 3.7065
2020-04-22 2020-03-31 13F APPLE COM 037833100 75,378 61,086 427.41 19,168 356.71 3.0754
2020-02-13 2019-12-31 13F APPLE COM 037833100 14,292 1,596 12.57 4,197 47.57 0.5964
2019-11-14 2019-09-30 13F APPLE COM 037833100 12,696 317 2.56 2,844 16.08 0.4684
2019-08-14 2019-06-30 13F APPLE COM 037833100 12,379 262 2.16 2,450 6.48 0.5793
2019-05-15 2019-03-31 13F APPLE COM 037833100 12,117 1,314 12.16 2,301 35.04 0.5114
2019-02-14 2018-12-31 13F APPLE COM 037833100 10,803 2,849 35.82 1,704 -5.12 0.5949
2018-11-14 2018-09-30 13F APPLE COM 037833100 7,954 -298 -3.61 1,796 17.54 0.5619
2018-08-14 2018-06-30 13F APPLE COM 037833100 8,252 138 1.70 1,528 12.27 0.4822
2018-05-15 2018-03-31 13F APPLE COM 037833100 8,114 1,897 30.51 1,361 29.37 0.4562
2018-02-14 2017-12-31 13F APPLE COM 037833100 6,217 92 1.50 1,052 11.44 0.2815
2017-11-14 2017-09-30 13F APPLE COM 037833100 6,125 51 0.84 944 7.89 0.3598
2017-08-14 2017-06-30 13F APPLE COM 037833100 6,074 -111 -1.79 875 -1.46 0.3637
2017-05-15 2017-03-31 13F APPLE COM 037833100 6,185 -755 -10.88 888 10.45 0.3403
2017-02-14 2016-12-31 13F APPLE COM 037833100 6,940 223 3.32 804 5.93 0.3502
2016-11-14 2016-09-30 13F APPLE COM 037833100 6,717 1,369 25.60 759 48.24 0.3077
2016-08-15 2016-06-30 13F APPLE COM 037833100 5,348 72 1.36 512 -11.11 0.1863
2016-05-16 2016-03-31 13F APPLE COM 037833100 5,276 472 9.83 576 14.06 0.3090
2016-02-12 2015-12-31 13F APPLE COM 037833100 4,804 1,268 35.86 505 29.49 0.2465
2015-11-16 2015-09-30 13F APPLE COM 037833100 3,536 -726 -17.03 390 -27.10 0.2437
2015-08-14 2015-06-30 13F APPLE COM 037833100 4,262 920 27.53 535 28.61 0.2232
2015-05-15 2015-03-31 13F APPLE COM 037833100 3,342 3,342 0.00 416 0.1761
2015-02-17 2014-12-31 13F APPLE COM 037833100 0 -2,798 -100.00 0 -100.00
2014-11-14 2014-09-30 13F APPLE COM 037833100 2,798 5 0.18 282 8.46 0.1104
2014-08-14 2014-06-30 13F APPLE COM 037833100 2,793 2,793 260 0.0958
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.