Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionWest Branch Capital LLC
Latest Disclosed Ownership151,455 shares
Latest Disclosed Value $ 38,437,721
West Branch Capital LLC reports 0.34% increase in ownership of AAPL / Apple Inc.

On April 14, 2026 - West Branch Capital LLC filed a 13F-HR form disclosing ownership of 151,455 shares of Apple Inc. (CO:AAPL) valued at $38,437,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 150,941 shares of Apple Inc.. This represents a change in shares of 0.34% 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)
2026-04-14 2026-03-31 13F APPLE COM 037833100 151,455 514 0.34 38,438 -6.33 10.2918
2026-01-16 2025-12-31 13F APPLE COM 037833100 150,941 -1,284 -0.84 41,035 5.86 10.5741
2025-10-21 2025-09-30 13F APPLE COM 037833100 152,225 -390 -0.26 38,761 23.79 10.1708
2025-07-16 2025-06-30 13F APPLE COM 037833100 152,615 -2,269 -1.46 31,312 -8.99 9.2602
2025-04-16 2025-03-31 13F APPLE COM 037833100 154,884 147 0.09 34,404 -11.21 11.4777
2025-01-17 2024-12-31 13F APPLE COM 037833100 154,737 1,995 1.31 38,749 8.88 12.3605
2024-10-18 2024-09-30 13F APPLE COM 037833100 152,742 598 0.39 35,589 11.06 12.3051
2024-07-26 2024-06-30 13F APPLE COM 037833100 152,144 -1,940 -1.26 32,045 21.28 11.9020
2024-04-24 2024-03-31 13F APPLE COM 037833100 154,084 12,213 8.61 26,422 -3.27 10.6586
2024-01-19 2023-12-31 13F APPLE COM 037833100 141,871 3,835 2.78 27,314 15.58 12.8405
2023-10-20 2023-09-30 13F APPLE COM 037833100 138,036 -1,588 -1.14 23,633 -12.74 12.4015
2023-08-07 2023-06-30 13F APPLE COM 037833100 139,624 -179 -0.13 27,083 17.48 13.5134
2023-04-20 2023-03-31 13F APPLE COM 037833100 139,803 3,145 2.30 23,054 29.84 12.8443
2023-01-27 2022-12-31 13F APPLE COM 037833100 136,658 -177 -0.13 17,756 -6.11 10.9678
2022-10-19 2022-09-30 13F APPLE COM 037833100 136,835 -528 -0.38 18,911 0.70 11.7541
2022-07-28 2022-06-30 13F APPLE COM 037833100 137,363 -2,837 -2.02 18,780 -23.28 10.8614
2022-05-03 2022-03-31 13F APPLE COM 037833100 140,200 -8,687 -5.83 24,480 -7.41 11.6970
2022-01-24 2021-12-31 13F APPLE COM 037833100 148,887 1,062 0.72 26,438 26.39 11.2528
2021-11-09 2021-09-30 13F APPLE COM 037833100 147,825 -927 -0.62 20,917 2.67 10.0643
2021-08-17 2021-06-30 13F APPLE COM 037833100 148,752 307 0.21 20,373 12.35 10.0113
2021-05-14 2021-03-31 13F APPLE COM 037833100 148,445 -1,765 -1.18 18,133 -9.02 10.6102
2021-02-08 2020-12-31 13F APPLE COM 037833100 150,210 -3,120 -2.03 19,931 12.24 11.7781
2020-10-13 2020-09-30 13F APPLE COM 037833100 153,330 113,882 288.69 17,757 23.39 11.3304
2020-07-08 2020-06-30 13F APPLE COM 037833100 39,448 917 2.38 14,391 46.88 10.1389
2020-04-20 2020-03-31 13F APPLE COM 037833100 38,531 -606 -1.55 9,798 -14.74 9.3588
2020-01-07 2019-12-31 13F APPLE COM 037833100 39,137 -1,696 -4.15 11,492 25.66 8.0037
2019-10-23 2019-09-30 13F Apple Computer COM 037833100 40,833 -577 -1.39 9,145 11.58 6.7734
2019-08-05 2019-06-30 13F Apple Computer COM 037833100 41,410 -249 -0.60 8,196 3.58 6.7624
2019-04-30 2019-03-31 13F APPLE COM 037833100 41,659 1,741 4.36 7,913 25.66 7.0829
2019-02-06 2018-12-31 13F APPLE COM 037833100 39,918 -3,275 -7.58 6,297 -35.42 6.6325
2018-10-15 2018-09-30 13F APPLE COM 037833100 43,193 -754 -1.72 9,750 19.85 7.2329
2018-08-02 2018-06-30 13F APPLE COM 037833100 43,947 8,551 24.16 8,135 36.98 6.4118
2018-05-02 2018-03-31 13F APPLE COM 037833100 35,396 35,396 5,939 6.5197
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.