Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionVerus Financial Partners, Inc.
Latest Disclosed Ownership12,665 shares
Latest Disclosed Value $ 3,335,929
Verus Financial Partners, Inc. reports 0.88% increase in ownership of AAPL / Apple Inc.

On April 20, 2026 - Verus Financial Partners, Inc. filed a 13F-HR form disclosing ownership of 12,665 shares of Apple Inc. (CO:AAPL) valued at $3,335,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 12,554 shares of Apple Inc.. This represents a change in shares of 0.88% 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 12,665 111 0.88 3,336 4.02 0.2992
2026-02-02 2025-12-31 13F APPLE COM 037833100 12,554 -1,496 -10.65 3,206 -10.37 0.2950
2025-10-30 2025-09-30 13F APPLE COM 037833100 14,050 -478 -3.29 3,578 16.63 0.3441
2025-07-21 2025-06-30 13F APPLE COM 037833100 14,528 -438 -2.93 3,067 1.39 0.3125
2025-05-05 2025-03-31 13F APPLE COM 037833100 14,966 -633 -4.06 3,025 -18.11 0.3451
2025-01-24 2024-12-31 13F APPLE COM 037833100 15,599 -1,348 -7.95 3,695 -3.63 0.4148
2024-11-01 2024-09-30 13F APPLE COM 037833100 16,947 18 0.11 3,834 7.52 0.4199
2024-08-05 2024-06-30 13F APPLE COM 037833100 16,929 48 0.28 3,566 23.19 0.4145
2024-05-07 2024-03-31 13F APPLE COM 037833100 16,881 -1,110 -6.17 2,895 -16.38 0.3390
2024-02-07 2023-12-31 13F APPLE COM 037833100 17,991 -10,105 -35.97 3,462 -31.11 0.4282
2023-10-24 2023-09-30 13F APPLE COM 037833100 28,096 387 1.40 5,025 -6.34 0.6547
2023-07-27 2023-06-30 13F APPLE COM 037833100 27,709 -28 -0.10 5,365 16.66 0.6765
2023-05-08 2023-03-31 13F APPLE COM 037833100 27,737 35 0.13 4,599 15.04 0.6266
2023-05-08 2022-12-31 13F/A-1 APPLE COM 037833100 27,702 -300 -1.07 3,997 -0.70 0.5501
2023-02-01 2022-12-31 13F APPLE COM 037833100 27,702 -300 3,997 0.0006
2022-10-31 2022-09-30 13F APPLE COM 037833100 28,002 -123 -0.44 4,025 -7.87 0.6094
2022-08-03 2022-06-30 13F APPLE COM 037833100 28,125 1,141 4.23 4,369 -3.43 0.6263
2022-04-15 2022-03-31 13F APPLE COM 037833100 26,984 1,385 5.41 4,524 -0.48 0.6420
2022-01-19 2021-12-31 13F APPLE COM 037833100 25,599 7 0.03 4,546 21.23 0.6012
2021-10-29 2021-09-30 13F APPLE COM 037833100 25,592 92 0.36 3,750 0.62 0.5615
2021-07-23 2021-06-30 13F APPLE COM 037833100 25,500 -49 -0.19 3,727 14.05 0.5691
2021-04-27 2021-03-31 13F APPLE COM 037833100 25,549 -283 -1.10 3,268 -4.67 0.5178
2021-02-10 2020-12-31 13F APPLE COM 037833100 25,832 -104,805 -80.23 3,428 -77.34 0.5873
2020-11-03 2020-09-30 13F APPLE COM 037833100 130,637 124,715 2,105.96 15,129 600.42 5.5182
2020-07-31 2020-06-30 13F APPLE COM 037833100 5,922 7 0.12 2,160 43.62 0.4653
2020-04-09 2020-03-31 13F APPLE COM 037833100 5,915 6 0.10 1,504 -13.31 0.4586
2020-01-21 2019-12-31 13F APPLE COM 037833100 5,909 94 1.62 1,735 33.26 0.5242
2019-10-15 2019-09-30 13F APPLE COM 037833100 5,815 145 2.56 1,302 16.04 0.4266
2019-08-05 2019-06-30 13F APPLE COM 037833100 5,670 1,087 23.72 1,122 28.82 0.3767
2019-04-19 2019-03-31 13F APPLE COM 037833100 4,583 386 9.20 871 -8.03 0.3078
2019-01-08 2018-12-31 13F APPLE COM 037833100 4,197 0 0.00 947 0.00 0.3398
2018-11-09 2018-09-30 13F APPLE COM 037833100 4,197 -96 -2.24 947 19.12 0.3398
2018-07-16 2018-06-30 13F APPLE COM 037833100 4,293 -268 -5.88 795 3.92 0.2999
2018-04-23 2018-03-31 13F APPLE COM 037833100 4,561 -333 -6.80 765 -7.61 0.2898
2018-01-29 2017-12-31 13F APPLE COM 037833100 4,894 -94 -1.88 828 7.67 0.3023
2017-11-03 2017-09-30 13F APPLE COM 037833100 4,988 -59 -1.17 769 5.78 0.2974
2017-07-28 2017-06-30 13F APPLE COM 037833100 5,047 -369 -6.81 727 -6.56 0.2933
2017-04-12 2017-03-31 13F APPLE COM 037833100 5,416 -521 -8.78 778 13.08 0.3192
2017-01-26 2016-12-31 13F APPLE COM 037833100 5,937 -82 -1.36 688 1.18 0.2987
2016-10-13 2016-09-30 13F APPLE COM 037833100 6,019 -236 -3.77 680 13.71 0.3025
2016-07-15 2016-06-30 13F APPLE COM 037833100 6,255 9 0.14 598 -12.19 0.2690
2016-04-25 2016-03-31 13F APPLE COM 037833100 6,246 7 0.11 681 3.65 0.3138
2016-02-08 2015-12-31 13F Apple COM 037833100 6,239 -27 -0.43 657 -4.92 0.3101
2015-10-20 2015-09-30 13F Apple COM 037833100 6,266 -1,244 -16.56 691 -26.65 0.3685
2015-07-24 2015-06-30 13F Apple COM 037833100 7,510 -456 -5.72 942 -4.94 0.4775
2015-04-07 2015-03-31 13F Apple COM 037833100 7,966 56 0.71 991 13.52 0.5030
2015-01-21 2014-12-31 13F Apple COM 037833100 7,910 3 0.04 873 9.54 0.4678
2014-11-06 2014-09-30 13F Apple COM 037833100 7,907 -15 -0.19 797 8.29 0.4481
2014-07-21 2014-06-30 13F Apple COM 037833100 7,922 6,809 611.77 736 23.28 0.4114
2014-05-05 2014-03-31 13F Apple COM 037833100 1,113 396 55.23 597 48.51 0.3308
2014-02-10 2013-12-31 13F Apple COM 037833100 717 1 0.14 402 17.89 0.2093
2013-10-24 2013-09-30 13F Apple COM 037833100 716 51 7.67 341 29.17 0.1862
2013-07-19 2013-06-30 13F Apple COM 037833100 665 665 264 0.1504
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.