Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionBlue Edge Capital, LLC
Latest Disclosed Ownership66,604 shares
Latest Disclosed Value $ 16,903,441
Blue Edge Capital, LLC reports 19.20% increase in ownership of AAPL / Apple Inc.

On June 2, 2026 - Blue Edge Capital, LLC filed a 13F-HR form disclosing ownership of 66,604 shares of Apple Inc. (US:AAPL) valued at $16,903,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 55,874 shares of Apple Inc.. This represents a change in shares of 19.20% during the quarter. The current value of the position is $20,470,073 USD.

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)
2026-06-02 2026-03-31 13F Apple COM 037833100 66,604 10,730 19.20 16,903 11.28 2.2450
2026-02-12 2025-12-31 13F Apple COM 037833100 55,874 1,354 2.48 15,190 9.42 2.0323
2025-11-12 2025-09-30 13F Apple COM 037833100 54,520 -1,325 -2.37 13,882 21.17 1.9721
2025-08-15 2025-06-30 13F Apple COM 037833100 55,845 -526 -0.93 11,458 -8.50 1.7037
2025-05-13 2025-03-31 13F Apple COM 037833100 56,371 -3,744 -6.23 12,522 -16.83 2.0108
2025-02-13 2024-12-31 13F Apple COM 037833100 60,115 1,709 2.93 15,054 10.63 2.3679
2024-11-14 2024-09-30 13F Apple COM 037833100 58,406 48 0.08 13,609 10.72 2.1199
2024-08-07 2024-06-30 13F Bank of America COM 037833100 58,358 -400 -0.68 12,291 22.23 2.0341
2024-05-15 2024-03-31 13F Apple COM 037833100 58,758 -5,732 -8.89 10,057 -19.01 1.6820
2024-02-15 2023-12-31 13F Apple COM 037833100 64,490 1,344 2.13 12,416 14.85 2.3399
2023-11-14 2023-09-30 13F Apple COM 037833100 63,146 -20 -0.03 10,811 -11.76 2.2659
2023-08-21 2023-06-30 13F Apple COM 037833100 63,166 570 0.91 12,252 18.70 2.4681
2023-05-16 2023-03-31 13F Apple COM 037833100 62,596 -125 -0.20 10,322 26.67 2.2316
2023-02-13 2022-12-31 13F Apple COM 037833100 62,721 -721 -1.14 8,149 -7.05 1.8572
2022-11-15 2022-09-30 13F Apple COM 037833100 63,442 113 0.18 8,768 1.26 2.1711
2022-08-10 2022-06-30 13F Apple COM 037833100 63,329 -248 -0.39 8,658 -22.01 2.0120
2022-05-16 2022-03-31 13F Apple COM 037833100 63,577 124 0.20 11,101 -1.47 2.2243
2022-02-14 2021-12-31 13F Apple COM 037833100 63,453 -58 -0.09 11,267 25.38 2.1748
2021-11-15 2021-09-30 13F Apple COM 037833100 63,511 207 0.33 8,987 3.64 1.8751
2021-08-13 2021-06-30 13F Apple COM 037833100 63,304 -1,274 -1.97 8,670 9.91 1.7986
2021-05-12 2021-03-31 13F Apple COM 037833100 64,578 -5,854 -8.31 7,888 -15.59 1.7547
2021-02-09 2020-12-31 13F Apple COM 037833100 70,432 -14,087 -16.67 9,346 -4.53 2.2572
2020-11-04 2020-09-30 13F Apple COM 037833100 84,519 63,198 296.41 9,788 25.86 2.6650
2020-08-10 2020-06-30 13F Apple COM 037833100 21,321 1,760 9.00 7,778 56.35 2.3313
2020-05-12 2020-03-31 13F Apple COM 037833100 19,561 3,602 22.57 4,974 6.15 1.8003
2020-02-12 2019-12-31 13F Apple COM 037833100 15,959 -3,495 -17.97 4,686 7.55 1.4812
2019-11-13 2019-09-30 13F Apple COM 037833100 19,454 -555 -2.77 4,357 10.03 1.4928
2019-08-13 2019-06-30 13F Apple COM 037833100 20,009 3,558 21.63 3,960 27.00 1.3874
2019-05-14 2019-03-31 13F Apple COM 037833100 16,451 -3,467 -17.41 3,119 -0.73 1.1836
2019-02-14 2018-12-31 13F Apple COM 037833100 19,918 -189 -0.94 3,142 -30.78 1.3534
2018-11-15 2018-09-30 13F Apple COM 037833100 20,107 -70 -0.35 4,539 21.53 1.6865
2018-08-14 2018-06-30 13F Apple COM 037833100 20,177 113 0.56 3,735 10.93 1.4944
2018-05-14 2018-03-31 13F Apple COM 037833100 20,064 -318 -1.56 3,366 -2.41 1.3562
2018-02-15 2017-12-31 13F Apple COM 037833100 20,382 1,843 9.94 3,449 20.72 1.3775
2017-11-15 2017-09-30 13F Apple COM 037833100 18,539 -855 -4.41 2,857 2.29 1.3040
2017-08-14 2017-06-30 13F Apple COM 037833100 19,394 236 1.23 2,793 1.49 1.3174
2017-05-16 2017-03-31 13F Apple COM 037833100 19,158 0 0.00 2,752 24.08 1.3772
2017-02-15 2016-12-31 13F Apple COM 037833100 19,158 0 0.00 2,219 2.45 1.2463
2016-11-14 2016-09-30 13F Apple COM 037833100 19,158 -208 -1.07 2,166 16.96 1.1830
2016-08-11 2016-06-30 13F Apple COM 037833100 19,366 0 0.00 1,851 -12.27 1.0253
2016-05-13 2016-03-31 13F Apple COM 037833100 19,366 -21 -0.11 2,111 3.43 1.2525
2016-02-16 2015-12-31 13F Apple COM 037833100 19,387 1 0.01 2,041 -4.58 1.3314
2015-11-13 2015-09-30 13F Apple COM 037833100 19,386 -77 -0.40 2,138 -12.41 1.5316
2015-08-13 2015-06-30 13F Apple COM 037833100 19,463 -115 -0.59 2,441 0.21 1.5928
2015-05-28 2015-03-31 13F Apple COM 037833100 19,578 -239 -1.21 2,436 11.39 1.6331
2015-02-11 2014-12-31 13F Apple COM 037833100 19,817 -14 -0.07 2,187 9.51 1.4974
2014-11-14 2014-09-30 13F Apple COM 037833100 19,831 -672 -3.28 1,998 4.83 1.4018
2014-08-14 2014-06-30 13F Apple COM 037833100 20,503 17,557 595.96 1,905 20.49 1.2931
2014-05-15 2014-03-31 13F Apple COM 037833100 2,946 -25 -0.84 1,581 -5.10 1.1035
2014-02-11 2013-12-31 13F Apple COM 037833100 2,971 2,971 1,667 1.2189
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.