Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership30,102 shares
Latest Disclosed Value $ 7,639,639
Triangle Securities Wealth Management reports 50.43% decrease in ownership of AAPL / Apple Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 30,102 shares of Apple Inc. (CO:AAPL) valued at $7,639,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 60,723 shares of Apple Inc.. This represents a change in shares of -50.43% 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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 30,102 -30,621 -50.43 7,640 -52.20 1.7339
2026-01-13 2025-12-31 13F APPLE COM 037833100 60,723 30,122 98.43 15,981 105.11 3.3692
2025-10-15 2025-09-30 13F APPLE COM 037833100 30,601 5,700 22.89 7,792 52.53 1.7638
2025-07-10 2025-06-30 13F APPLE COM 037833100 24,901 -6,177 -19.88 5,109 -26.00 1.2572
2025-04-10 2025-03-31 13F APPLE COM 037833100 31,078 204 0.66 6,903 -10.71 1.7757
2025-01-15 2024-12-31 13F APPLE COM 037833100 30,874 -1,021 -3.20 7,731 4.04 1.9831
2024-11-14 2024-09-30 13F APPLE COM 037833100 31,895 -655 -2.01 7,432 8.40 1.9207
2024-07-10 2024-06-30 13F APPLE COM 037833100 32,550 -538 -1.63 6,856 20.84 1.9360
2024-04-10 2024-03-31 13F APPLE COM 037833100 33,088 -1,113 -3.25 5,674 -13.84 1.6173
2024-01-10 2023-12-31 13F APPLE COM 037833100 34,201 -322 -0.93 6,585 11.40 2.0473
2023-10-10 2023-09-30 13F APPLE COM 037833100 34,523 -40 -0.12 5,911 -11.84 2.1018
2023-07-13 2023-06-30 13F APPLE COM 037833100 34,563 -610 -1.73 6,704 15.59 2.3065
2023-04-20 2023-03-31 13F APPLE COM 037833100 35,173 -491 -1.38 5,800 25.19 2.0742
2023-01-11 2022-12-31 13F APPLE COM 037833100 35,664 -547 -1.51 4,634 -7.41 1.6989
2022-10-19 2022-09-30 13F APPLE COM 037833100 36,211 -1,000 -2.69 5,004 -1.65 2.0449
2022-07-11 2022-06-30 13F APPLE COM 037833100 37,211 1,024 2.83 5,088 -19.48 1.9822
2022-04-13 2022-03-31 13F APPLE COM 037833100 36,187 -3,289 -8.33 6,319 -9.86 2.1154
2022-01-14 2021-12-31 13F APPLE COM 037833100 39,476 -3,586 -8.33 7,010 15.05 2.1938
2021-10-14 2021-09-30 13F APPLE COM 037833100 43,062 -1,079 -2.44 6,093 0.78 2.0681
2021-07-12 2021-06-30 13F APPLE COM 037833100 44,141 -1,119 -2.47 6,046 9.37 2.0444
2021-04-12 2021-03-31 13F APPLE COM 037833100 45,260 332 0.74 5,528 -7.26 1.9984
2021-01-11 2020-12-31 13F APPLE COM 037833100 44,928 -2,755 -5.78 5,961 7.95 2.3606
2020-10-09 2020-09-30 13F APPLE COM 037833100 47,683 35,384 287.70 5,522 23.07 2.4964
2020-07-08 2020-06-30 13F APPLE COM 037833100 12,299 -1,003 -7.54 4,487 32.63 2.1469
2020-04-06 2020-03-31 13F APPLE COM 037833100 13,302 -1,161 -8.03 3,383 -20.34 1.9498
2020-01-09 2019-12-31 13F APPLE COM 037833100 14,463 -458 -3.07 4,247 27.08 1.8405
2019-10-15 2019-09-30 13F APPLE COM 037833100 14,921 361 2.48 3,342 14.77 1.6339
2019-07-10 2019-06-30 13F APPLE COM 037833100 14,560 -283 -1.91 2,912 3.30 1.4793
2019-04-10 2019-03-31 13F/A-1 APPLE COM 037833100 14,843 691 4.88 2,819 26.30 1.4774
2019-01-17 2018-12-31 13F APPLE COM 037833100 14,152 1,971 16.18 2,232 -18.84 1.3180
2018-10-04 2018-09-30 13F APPLE COM 037833100 12,181 -716 -5.55 2,750 15.21 1.4607
2018-07-12 2018-06-30 13F APPLE COM 037833100 12,897 -290 -2.20 2,387 7.91 1.3339
2018-04-11 2018-03-31 13F APPLE COM 037833100 13,187 -323 -2.39 2,212 -3.24 1.2707
2018-01-10 2017-12-31 13F APPLE COM 037833100 13,510 -1,201 -8.16 2,286 0.84 1.3053
2017-10-11 2017-09-30 13F APPLE COM 037833100 14,711 -634 -4.13 2,267 2.58 1.3486
2017-07-06 2017-06-30 13F APPLE COM 037833100 15,345 -225 -1.45 2,210 -1.21 1.4605
2017-04-05 2017-03-31 13F APPLE COM 037833100 15,570 239 1.56 2,237 25.96 1.4275
2017-01-19 2016-12-31 13F APPLE COM 037833100 15,331 -261 -1.67 1,776 0.74 1.1865
2016-10-06 2016-09-30 13F APPLE COM 037833100 15,592 -720 -4.41 1,763 13.09 1.2193
2016-07-07 2016-06-30 13F APPLE COM 037833100 16,312 -890 -5.17 1,559 -16.85 1.1632
2016-04-08 2016-03-31 13F APPLE COM 037833100 17,202 1,446 9.18 1,875 13.09 1.2231
2016-01-28 2015-12-31 13F APPLE COM 037833100 15,756 2,405 18.01 1,658 12.56 1.1111
2015-10-08 2015-09-30 13F APPLE COM 037833100 13,351 1,029 8.35 1,473 -4.66 1.1139
2015-07-15 2015-06-30 13F APPLE COM 037833100 12,322 -295 -2.34 1,545 -1.59 1.0917
2015-04-13 2015-03-31 13F APPLE COM 037833100 12,617 -1,262 -9.09 1,570 2.48 1.0871
2015-01-08 2014-12-31 13F APPLE COM 037833100 13,879 319 2.35 1,532 12.15 1.0903
2014-10-16 2014-09-30 13F APPLE COM 037833100 13,560 -310 -2.24 1,366 5.97 1.0497
2014-07-16 2014-06-30 13F APPLE COM 037833100 13,870 12,457 881.60 1,289 106.24 0.9876
2014-04-14 2014-03-31 13F APPLE COM 037833100 1,413 -381 -21.24 625 -37.87 0.5618
2014-01-13 2013-12-31 13F APPLE COM 037833100 1,794 217 13.76 1,006 33.78 0.8165
2013-10-08 2013-09-30 13F APPLE COM 037833100 1,577 24 1.55 752 22.08 0.6553
2013-07-10 2013-06-30 13F APPLE COM 037833100 1,553 1,553 616 0.4555
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.