Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionStockman Wealth Management, Inc.
Latest Disclosed Ownership108,889 shares
Latest Disclosed Value $ 27,634,897
Stockman Wealth Management, Inc. reports 3.11% increase in ownership of AAPL / Apple Inc.

On April 13, 2026 - Stockman Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 108,889 shares of Apple Inc. (CO:AAPL) valued at $27,634,897 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 29, 2026 disclosing 105,603 shares of Apple Inc.. This represents a change in shares of 3.11% 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)
2026-04-13 2026-03-31 13F APPLE COM 037833100 108,889 3,286 3.11 27,635 -3.74 3.0496
2026-01-29 2025-12-31 13F/A-1 APPLE COM 037833100 105,603 -1,553 -1.45 28,709 5.22 3.3437
2026-01-15 2025-12-31 13F APPLE COM 037833100 107,156 0 27,285 3.3860
2025-10-16 2025-09-30 13F APPLE COM 037833100 107,156 1,652 1.57 27,285 26.05 3.3860
2025-07-17 2025-06-30 13F APPLEINC COM 037833100 105,504 4,067 4.01 21,646 -3.93 2.9416
2025-04-17 2025-03-31 13F APPLE COM 037833100 101,437 92 0.09 22,532 -11.21 3.3363
2025-01-28 2024-12-31 13F APPLE COM 037833100 101,345 -1,121 -1.09 25,379 6.30 3.9735
2024-11-04 2024-09-30 13F APPLE COM 037833100 102,466 1,357 1.34 23,875 12.11 3.7104
2024-07-31 2024-06-30 13F APPLE COM 037833100 101,109 1,858 1.87 21,296 25.12 3.7323
2024-04-17 2024-03-31 13F APPLE COM 037833100 99,251 9 0.01 17,019 -10.92 3.0047
2024-02-01 2023-12-31 13F APPLE COM 037833100 99,242 62 0.06 19,107 12.52 3.8117
2023-10-31 2023-09-30 13F APPLE COM 037833100 99,180 -1,580 -1.57 16,981 -13.12 3.7388
2023-08-02 2023-06-30 13F APPLE COM 037833100 100,760 -22,954 -18.55 19,544 -4.20 4.1974
2023-05-04 2023-03-31 13F APPLE COM 037833100 123,714 -3,808 -2.99 20,400 23.13 4.5594
2023-02-08 2022-12-31 13F APPLE COM 037833100 127,522 4,102 3.32 16,569 -2.87 3.8054
2022-11-07 2022-09-30 13F APPLE COM 037833100 123,420 1,924 1.58 17,057 2.68 4.6138
2022-07-28 2022-06-30 13F APPLE COM 037833100 121,496 13,521 12.52 16,611 -11.90 4.2365
2022-05-05 2022-03-31 13F APPLE COM 037833100 107,975 16,877 18.53 18,854 16.56 3.9118
2022-02-08 2021-12-31 13F APPLE COM 037833100 91,098 -1,130 -1.23 16,176 23.95 3.3013
2021-11-02 2021-09-30 13F APPLE COM 037833100 92,228 2,624 2.93 13,050 6.34 2.9056
2021-08-12 2021-06-30 13F APPLE COM 037833100 89,604 5,051 5.97 12,272 18.82 2.9316
2021-05-05 2021-03-31 13F APPLE COM 037833100 84,553 8,224 10.77 10,328 1.97 2.8763
2021-02-08 2020-12-31 13F APPLE COM 037833100 76,329 -568 -0.74 10,128 13.73 3.1060
2020-11-06 2020-09-30 13F APPLE COM 037833100 76,897 50,411 190.33 8,905 -7.83 3.2464
2020-08-11 2020-06-30 13F APPLE COM 037833100 26,486 -1,629 -5.79 9,662 35.15 3.6197
2020-05-06 2020-03-31 13F APPLE COM 037833100 28,115 -1,206 -4.11 7,149 -16.97 3.1708
2020-02-07 2019-12-31 13F APPLE COM 037833100 29,321 -2,232 -7.07 8,610 21.83 3.0573
2019-11-12 2019-09-30 13F APPLE COM 037833100 31,553 1,596 5.33 7,067 19.19 2.7088
2019-08-08 2019-06-30 13F APPLE COM 037833100 29,957 338 1.14 5,929 5.39 2.4206
2019-05-07 2019-03-31 13F APPLE COM 037833100 29,619 1,149 4.04 5,626 25.27 2.4584
2019-02-08 2018-12-31 13F APPLE COM 037833100 28,470 545 1.95 4,491 -28.76 2.1456
2018-11-02 2018-09-30 13F APPLE COM 037833100 27,925 -847 -2.94 6,304 18.36 2.7179
2018-08-13 2018-06-30 13F APPLE COM 037833100 28,772 -566 -1.93 5,326 8.21 2.4370
2018-05-10 2018-03-31 13F APPLE COM 037833100 29,338 971 3.42 4,922 2.52 2.2525
2018-02-12 2017-12-31 13F APPLE COM 037833100 28,367 -845 -2.89 4,801 6.64 2.1565
2017-11-14 2017-09-30 13F APPLE COM 037833100 29,212 19,927 214.61 4,502 236.72 2.1534
2017-08-09 2017-06-30 13F Apple Computer COM 037833100 9,285 -24,241 -72.31 1,337 -72.24 1.3336
2017-05-11 2017-03-31 13F Apple Computer COM 037833100 33,526 8 0.02 4,816 24.06 2.7369
2017-02-09 2016-12-31 13F Apple Computer COM 037833100 33,518 269 0.81 3,882 3.27 2.3612
2016-10-31 2016-09-30 13F Apple Computer COM 037833100 33,249 -732 -2.15 3,759 15.70 2.3284
2016-08-12 2016-06-30 13F Apple Computer COM 037833100 33,981 23,691 230.23 3,249 189.83 2.5411
2016-05-12 2016-03-31 13F Apple Computer COM 037833100 10,290 1,388 15.59 1,121 19.64 0.8896
2016-02-11 2015-12-31 13F Apple Computer COM 037833100 8,902 211 2.43 937 -2.29 0.7582
2015-11-05 2015-09-30 13F Apple Computer COM 037833100 8,691 2,507 40.54 959 23.58 0.8862
2015-07-30 2015-06-30 13F Apple Computer COM 037833100 6,184 -508 -7.59 776 -6.84 0.7048
2015-04-23 2015-03-31 13F Apple Computer COM 037833100 6,692 -778 -10.41 833 1.09 0.7570
2015-02-12 2014-12-31 13F Apple Computer COM 037833100 7,470 7,470 824 0.7462
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.