Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionMorse Asset Management, Inc
Latest Disclosed Ownership31,826 shares
Latest Disclosed Value $ 8,077,039
Morse Asset Management, Inc reports 1.57% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Morse Asset Management, Inc filed a 13F-HR form disclosing ownership of 31,826 shares of Apple Inc. (US:AAPL) valued at $8,077,121 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 31,335 shares of Apple Inc.. This represents a change in shares of 1.57% during the quarter. The current value of the position is $9,781,403 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)
2026-05-14 2026-03-31 13F APPLE INC COM Stock 037833100 31,826 491 1.57 8,077 -5.18 1.6788
2026-02-03 2025-12-31 13F APPLE INC COM Stock 037833100 31,335 2,677 9.34 8,519 16.73 1.7027
2025-11-14 2025-09-30 13F APPLE INC COM Stock 037833100 28,658 5,806 25.41 7,297 55.65 1.4563
2025-08-15 2025-06-30 13F APPLE INC COM Stock 037833100 22,852 -17,313 -43.10 4,689 -47.45 1.0273
2025-05-05 2025-03-31 13F APPLE INC COM Stock 037833100 40,165 555 1.40 8,922 -10.06 2.2521
2025-02-14 2024-12-31 13F APPLE INC COM Stock 037833100 39,610 667 1.71 9,919 9.32 2.2661
2024-11-20 2024-09-30 13F/A-1 APPLE INC COM Stock 037833100 38,943 1,795 4.83 9,074 129,514.29 1.9585
2024-11-14 2024-09-30 13F APPLE INC COM Stock 037833100 38,943 1,795 9 1.9545
2024-08-14 2024-06-30 13F Apple COM 037833100 37,148 5,333 16.76 8 40.00 1.8974
2024-05-15 2024-03-31 13F Apple COM 037833100 31,815 -22,191 -41.09 5 -50.00 1.3922
2024-02-15 2023-12-31 13F Apple COM 037833100 54,006 -6,203 -10.30 10 0.00 3.0606
2023-11-13 2023-09-30 13F Apple COM 037833100 60,209 -1,583 -2.56 10 -9.09 3.2610
2023-08-14 2023-06-30 13F Apple COM 037833100 61,792 -2,871 -4.44 12 10.00 3.6453
2023-05-03 2023-03-31 13F Apple COM 037833100 64,663 -1,806 -2.72 11 25.00 3.6031
2023-02-08 2022-12-31 13F Apple COM 037833100 66,469 -1,640 -2.41 9 -99.92 3.1370
2022-11-14 2022-09-30 13F Apple COM 037833100 68,109 -1,077 -1.56 9,413 -0.49 3.5537
2022-08-11 2022-06-30 13F Apple COM 037833100 69,186 -2,245 -3.14 9,459 -24.16 3.0352
2022-05-12 2022-03-31 13F Apple COM 037833100 71,431 -3,165 -4.24 12,473 -5.84 3.1006
2022-02-14 2021-12-31 13F Apple COM 037833100 74,596 -88 -0.12 13,246 25.34 2.9584
2021-11-09 2021-09-30 13F Apple COM 037833100 74,684 744 1.01 10,568 4.35 2.5163
2021-08-13 2021-06-30 13F Apple COM 037833100 73,940 -3,892 -5.00 10,127 6.52 2.4474
2021-05-13 2021-03-31 13F/A-1 Apple COM 037833100 77,832 -5,197 -6.26 9,507 -13.71 2.4394
2021-05-13 2021-03-31 13F Apple COM 037833100 77,832 -5,197 9,507 2.4394
2021-02-11 2020-12-31 13F Apple COM 037833100 83,029 -7,185 -7.96 11,017 5.45 3.0548
2020-11-09 2020-09-30 13F Apple COM 037833100 90,214 67,522 297.56 10,448 26.21 3.3498
2020-08-14 2020-06-30 13F Apple COM 037833100 22,692 2,172 10.58 8,278 58.64 2.9489
2020-05-01 2020-03-31 13F Apple COM 037833100 20,520 2,583 14.40 5,218 -0.93 2.4912
2020-01-31 2019-12-31 13F Apple COM 037833100 17,937 1,123 6.68 5,267 39.86 1.8060
2019-11-05 2019-09-30 13F Apple COM 037833100 16,814 -3,250 -16.20 3,766 -5.16 1.4076
2019-08-01 2019-06-30 13F Apple COM 037833100 20,064 -12,584 -38.54 3,971 -35.96 1.1695
2019-05-02 2019-03-31 13F Apple COM 037833100 32,648 3,900 13.57 6,201 36.74 1.8591
2019-02-13 2018-12-31 13F Apple COM 037833100 28,748 -1,715 -5.63 4,535 -34.06 1.6103
2018-11-01 2018-09-30 13F Apple COM 037833100 30,463 2,190 7.75 6,877 31.39 1.8123
2018-08-15 2018-06-30 13F Apple COM 037833100 28,273 -1,105 -3.76 5,234 6.19 1.4343
2018-05-02 2018-03-31 13F Apple COM 037833100 29,378 1,035 3.65 4,929 2.77 1.3650
2018-01-29 2017-12-31 13F Apple COM 037833100 28,343 7,945 38.95 4,796 52.54 1.3346
2017-10-31 2017-09-30 13F Apple COM 037833100 20,398 3,200 18.61 3,144 26.93 0.9368
2017-08-01 2017-06-30 13F Apple COM 037833100 17,198 -50 -0.29 2,477 -0.04 0.8065
2017-05-04 2017-03-31 13F Apple COM 037833100 17,248 17,248 2,478 0.8455
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.