Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionPeak Planning Group, LLC
Latest Disclosed Ownership83,102 shares
Latest Disclosed Value $ 21,090,467
Peak Planning Group, LLC reports 4.73% decrease in ownership of AAPL / Apple Inc.

On April 22, 2026 - Peak Planning Group, LLC filed a 13F-HR form disclosing ownership of 83,102 shares of Apple Inc. (US:AAPL) valued at $21,090,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 87,231 shares of Apple Inc.. This represents a change in shares of -4.73% during the quarter. The current value of the position is $25,540,569 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)
2026-04-22 2026-03-31 13F APPLE COM 037833100 83,102 -4,129 -4.73 21,090 -11.07 5.8453
2026-02-13 2025-12-31 13F APPLE COM 037833100 87,231 13,868 18.90 23,714 26.95 6.6490
2026-05-26 2025-09-30 13F APPLE COM 037833100 73,363 -23,544 -24.30 18,680 -23.03 9.7312
2026-05-26 2024-12-31 13F APPLE COM 037833100 96,907 -1,965 -1.99 24,271 16.49 10.1131
2026-05-26 2024-06-30 13F APPLE COM 037833100 98,872 4,978 5.30 20,834 29.39 10.2409
2026-05-26 2024-03-31 13F APPLE COM 037833100 93,894 -305 -0.32 16,103 -11.22 10.0904
2026-05-26 2023-12-31 13F APPLE COM 037833100 94,199 -1,359 -1.42 18,136 10.86 13.0462
2026-05-26 2023-09-30 13F APPLE COM 037833100 95,558 -448 -0.47 16,361 -12.15 12.8101
2026-05-26 2023-06-30 13F APPLE COM 037833100 96,006 2,428 2.59 18,622 20.69 13.8365
2026-05-26 2023-03-31 13F APPLE COM 037833100 93,578 -17 -0.02 15,431 26.89 12.5207
2026-05-26 2022-12-31 13F APPLE COM 037833100 93,595 -1,626 -1.71 12,161 -7.59 10.6999
2026-05-26 2022-09-30 13F APPLE COM 037833100 95,221 -1,371 -1.42 13,160 -0.36 12.1801
2026-05-26 2022-06-30 13F APPLE COM 037833100 96,592 5,452 5.98 13,206 -18.40 11.0939
2026-05-26 2021-12-31 13F APPLE COM 037833100 91,140 283 0.31 16,184 25.88 11.9508
2026-05-26 2021-09-30 13F APPLE COM 037833100 90,857 -2,835 -3.03 12,856 3.42 11.0641
2026-06-03 2020-12-31 13F APPLE COM 037833100 93,692 2,521 2.77 12,432 17.74 14.1221
2026-05-29 2020-09-30 13F APPLE COM 037833100 91,171 91,171 10,559 14.7731
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.