Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership19,928 shares
Latest Disclosed Value $ 4,984,948
Successful Portfolios LLC reports 1.60% decrease in ownership of AAPL / Apple Inc.

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 19,928 shares of Apple Inc. (CO:AAPL) valued at $4,984,948 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 20,252 shares of Apple Inc.. This represents a change in shares of -1.60% 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 19,928 -324 -1.60 4,985 -5.10 2.7478
2026-01-23 2025-12-31 13F APPLE COM 037833100 20,252 926 4.79 5,253 6.75 2.6765
2025-10-15 2025-09-30 13F APPLE COM 037833100 19,326 -1,057 -5.19 4,921 17.68 2.8718
2025-07-21 2025-06-30 13F APPLE COM 037833100 20,383 -46 -0.23 4,182 -7.87 2.5709
2025-04-11 2025-03-31 13F APPLE COM 037833100 20,429 -230 -1.11 4,538 -12.28 3.0863
2025-01-16 2024-12-31 13F APPLE COM 037833100 20,659 -1,252 -5.71 5,173 1.33 3.4611
2024-10-09 2024-09-30 13F APPLE COM 037833100 21,911 -642 -2.85 5,105 7.47 3.4537
2024-07-12 2024-06-30 13F APPLE COM 037833100 22,553 -335 -1.46 4,750 21.05 3.3182
2024-04-18 2024-03-31 13F APPLE COM 037833100 22,888 -1,072 -4.47 3,925 -14.94 2.6774
2024-01-18 2023-12-31 13F APPLE COM 037833100 23,960 619 2.65 4,613 15.44 3.4472
2023-10-11 2023-09-30 13F APPLE COM 037833100 23,341 -174 -0.74 3,996 -12.39 3.5415
2023-07-20 2023-06-30 13F APPLE COM 037833100 23,515 -6,351 -21.26 4,561 -7.39 3.9269
2023-04-24 2023-03-31 13F APPLE COM 037833100 29,866 -979 -3.17 4,925 22.88 3.0921
2023-01-27 2022-12-31 13F APPLE COM 037833100 30,845 868 2.90 4,008 -3.26 2.6141
2022-10-12 2022-09-30 13F APPLE COM 037833100 29,977 -376 -1.24 4,143 -0.17 3.0043
2022-07-22 2022-06-30 13F APPLE COM 037833100 30,353 -308 -1.00 4,150 -22.49 2.7924
2022-04-21 2022-03-31 13F APPLE COM 037833100 30,661 -762 -2.42 5,354 -4.05 3.0480
2022-01-26 2021-12-31 13F APPLE COM 037833100 31,423 -12 -0.04 5,580 25.45 3.0328
2021-10-14 2021-09-30 13F APPLE COM 037833100 31,435 -285 -0.90 4,448 2.39 2.6560
2021-07-23 2021-06-30 13F APPLE COM 037833100 31,720 291 0.93 4,344 13.15 2.6329
2021-04-20 2021-03-31 13F APPLE COM 037833100 31,429 222 0.71 3,839 -7.29 2.5304
2021-02-02 2020-12-31 13F APPLE COM 037833100 31,207 -237 -0.75 4,141 13.70 2.9707
2020-10-13 2020-09-30 13F APPLE COM 037833100 31,444 23,574 299.54 3,642 26.85 2.9062
2020-07-13 2020-06-30 13F APPLE COM 037833100 7,870 223 2.92 2,871 47.69 2.5253
2020-04-23 2020-03-31 13F APPLE COM 037833100 7,647 736 10.65 1,944 -4.24 1.9660
2020-01-23 2019-12-31 13F APPLE COM 037833100 6,911 -636 -8.43 2,030 20.12 1.8067
2019-10-11 2019-09-30 13F APPLE COM 037833100 7,547 477 6.75 1,690 20.80 1.5880
2019-07-11 2019-06-30 13F APPLE COM 037833100 7,070 -75 -1.05 1,399 3.10 1.5011
2019-04-22 2019-03-31 13F APPLE COM 037833100 7,145 -119 -1.64 1,357 18.41 1.4836
2019-01-14 2018-12-31 13F APPLE COM 037833100 7,264 -63 -0.86 1,146 -30.71 1.4645
2018-10-15 2018-09-30 13F APPLE COM 037833100 7,327 69 0.95 1,654 23.07 1.8011
2018-07-24 2018-06-30 13F APPLE COM 037833100 7,258 -6 -0.08 1,344 10.25 1.5697
2018-05-08 2018-03-31 13F APPLE COM 037833100 7,264 -33 -0.45 1,219 -1.30 1.4800
2018-02-09 2017-12-31 13F APPLE COM 037833100 7,297 7,297 1,235 1.5344
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.