Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership424,450 shares
Latest Disclosed Value $ 107,721,218
Grimes & Company, Inc. reports 0.64% increase in ownership of AAPL / Apple Inc.

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 424,450 shares of Apple Inc. (US:AAPL) valued at $107,721,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 421,743 shares of Apple Inc.. This represents a change in shares of 0.64% during the quarter. The current value of the position is $131,689,857 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)
2026-04-21 2026-03-31 13F APPLE COM 037833100 424,450 2,707 0.64 107,721 -6.05 2.4776
2026-02-03 2025-12-31 13F APPLE COM 037833100 421,743 9,661 2.34 114,655 9.27 2.7396
2025-10-27 2025-09-30 13F APPLE COM 037833100 412,082 -21,576 -4.98 104,929 17.93 2.5909
2025-07-22 2025-06-30 13F APPLE COM 037833100 433,658 -3,956 -0.90 88,974 -8.47 2.4212
2025-04-17 2025-03-31 13F APPLE COM 037833100 437,614 -675 -0.15 97,207 -11.43 3.0050
2025-01-21 2024-12-31 13F APPLE COM 037833100 438,289 -49,345 -10.12 109,756 -3.40 3.1621
2024-10-22 2024-09-30 13F APPLE COM 037833100 487,634 -13,351 -2.66 113,619 7.68 3.0745
2024-07-22 2024-06-30 13F APPLE COM 037833100 500,985 54,968 12.32 105,517 37.96 3.1579
2024-04-17 2024-03-31 13F APPLE COM 037833100 446,017 38,608 9.48 76,483 -2.49 2.3512
2024-01-24 2023-12-31 13F APPLE COM 037833100 407,409 4,948 1.23 78,438 13.83 2.5970
2023-10-19 2023-09-30 13F APPLE COM 037833100 402,461 5,455 1.37 68,905 -10.52 2.6645
2023-07-19 2023-06-30 13F APPLE COM 037833100 397,006 -5,925 -1.47 77,007 15.90 2.7306
2023-04-20 2023-03-31 13F APPLE COM 037833100 402,931 -2,257 -0.56 66,443 26.21 2.7228
2023-01-25 2022-12-31 13F APPLE COM 037833100 405,188 -341 -0.08 52,646 -6.06 2.2224
2022-10-28 2022-09-30 13F APPLE COM 037833100 405,529 -3,204 -0.78 56,044 0.29 2.9247
2022-07-22 2022-06-30 13F APPLE COM 037833100 408,733 407,401 30,585.66 55,882 23,883.69 2.8178
2022-05-06 2022-03-31 13F APPLE COM 037833100 1,332 -411,387 -99.68 233 -99.68 0.0109
2022-05-06 2022-03-31 13F APPLE COM 037833100 415,603 72,569
2022-02-01 2021-12-31 13F APPLE COM 037833100 412,719 -2,110 -0.51 73,286 24.85 3.3545
2021-11-08 2021-09-30 13F APPLE COM 037833100 414,829 785 0.19 58,698 3.51 2.5541
2021-08-04 2021-06-30 13F APPLE COM 037833100 414,044 -8,042 -1.91 56,707 9.99 2.4604
2021-05-12 2021-03-31 13F APPLE COM 037833100 422,086 19,052 4.73 51,558 -3.59 2.4794
2021-02-02 2020-12-31 13F Apple Computer COM 037833100 403,034 -7,807 -1.90 53,479 12.40 2.7784
2020-11-12 2020-09-30 13F Apple Computer COM 037833100 410,841 294,248 252.37 47,580 11.87 3.0433
2020-07-31 2020-06-30 13F Apple Computer COM 037833100 116,593 -1,452 -1.23 42,533 41.69 2.9554
2020-05-05 2020-03-31 13F Apple Computer COM 037833100 118,045 -140 -0.12 30,018 -13.51 2.7398
2020-02-05 2019-12-31 13F Apple Computer COM 037833100 118,185 -100 -0.08 34,705 31.00 2.2737
2019-11-05 2019-09-30 13F Apple Computer COM 037833100 118,285 -6,165 -4.95 26,492 7.56 1.8873
2019-07-30 2019-06-30 13F Apple Computer COM 037833100 124,450 765 0.62 24,631 4.84 1.8693
2019-05-02 2019-03-31 13F Apple Computer COM 037833100 123,685 9,287 8.12 23,494 30.20 1.8415
2019-02-01 2018-12-31 13F Apple Computer COM 037833100 114,398 -7,125 -5.86 18,045 -34.22 1.7612
2018-11-09 2018-09-30 13F Apple Computer COM 037833100 121,523 -133 -0.11 27,432 21.81 2.1963
2018-08-10 2018-06-30 13F Apple Computer COM 037833100 121,656 -4,581 -3.63 22,520 6.33 1.9904
2018-05-07 2018-03-31 13F Apple Computer COM 037833100 126,237 13,380 11.86 21,180 10.90 2.0521
2018-02-05 2017-12-31 13F Apple Computer COM 037833100 112,857 4,669 4.32 19,099 14.54 1.8435
2017-11-03 2017-09-30 13F Apple Computer COM 037833100 108,188 -3,161 -2.84 16,674 3.97 1.7729
2017-07-18 2017-06-30 13F Apple Computer COM 037833100 111,349 -8,840 -7.36 16,037 -7.12 1.7891
2017-05-01 2017-03-31 13F Apple Computer COM 037833100 120,189 11 0.01 17,266 24.05 1.8914
2017-01-24 2016-12-31 13F Apple Computer COM 037833100 120,178 2,180 1.85 13,919 4.35 1.6145
2016-10-24 2016-09-30 13F Apple Computer COM 037833100 117,998 -17,355 -12.82 13,339 3.08 1.7852
2016-07-25 2016-06-30 13F Apple Computer COM 037833100 135,353 16,344 13.73 12,940 -0.24 1.7293
2016-04-25 2016-03-31 13F Apple Computer COM 037833100 119,009 2,622 2.25 12,971 5.88 1.6687
2016-02-03 2015-12-31 13F Apple Computer COM 037833100 116,387 -2,092 -1.77 12,251 -6.26 1.6545
2015-10-08 2015-09-30 13F Apple Computer COM 037833100 118,479 -648 -0.54 13,069 -12.54 1.6815
2015-08-11 2015-06-30 13F Apple Computer COM 037833100 119,127 616 0.52 14,942 1.32 2.1044
2015-04-24 2015-03-31 13F Apple Computer COM 037833100 118,511 1,781 1.53 14,747 14.45 3.5447
2015-02-12 2014-12-31 13F Apple Computer COM 037833100 116,730 483 0.42 12,885 10.02 3.3306
2014-11-06 2014-09-30 13F Apple Computer COM 037833100 116,247 -10,180 -8.05 11,712 -0.31 3.0653
2014-07-28 2014-06-30 13F Apple Computer COM 037833100 126,427 110,190 678.64 11,749 34.81 3.0783
2014-05-01 2014-03-31 13F Apple Computer COM 037833100 16,237 215 1.34 8,715 -3.05 2.4477
2014-02-03 2013-12-31 13F Apple Computer COM 037833100 16,022 -274 -1.68 8,989 15.70 2.6864
2013-10-29 2013-09-30 13F Apple Computer COM 037833100 16,296 1,026 6.72 7,769 28.31 2.6279
2013-07-30 2013-06-30 13F Apple Computer COM 037833100 15,270 15,270 6,055 2.2082
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.