Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership366,709 shares
Latest Disclosed Value $ 93,067,188
Principle Wealth Partners Llc reports 1.40% decrease in ownership of AAPL / Apple Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 366,709 shares of Apple Inc. (US:AAPL) valued at $93,067,077 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 371,902 shares of Apple Inc.. This represents a change in shares of -1.40% during the quarter. The current value of the position is $113,775,134 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F APPLE COM 037833100 366,709 -5,193 -1.40 93,067 -7.95 5.3187
2026-02-06 2025-12-31 13F APPLE COM 037833100 371,902 -2,970 -0.79 101,105 5.92 5.6885
2025-11-03 2025-09-30 13F APPLE COM 037833100 374,872 -1,769 -0.47 95,454 23.52 5.5409
2025-07-30 2025-06-30 13F APPLE COM 037833100 376,641 8,610 2.34 77,275 -5.47 4.8263
2025-05-06 2025-03-31 13F APPLE COM 037833100 368,031 -2,593 -0.70 81,751 -11.92 5.8432
2025-01-29 2024-12-31 13F APPLE COM 037833100 370,624 723 0.20 92,812 7.69 6.5138
2024-11-13 2024-09-30 13F APPLE COM 037833100 369,901 794 0.22 86,187 10.86 6.1045
2024-08-13 2024-06-30 13F APPLE COM 037833100 369,107 109 0.03 77,741 22.86 5.9170
2024-04-23 2024-03-31 13F/A-1 APPLE COM 037833100 368,998 561 0.15 63,276 -10.80 4.9418
2024-04-23 2024-03-31 13F APPLE COM 037833100 368,998 561 63,276 4.9418
2024-02-05 2023-12-31 13F APPLE COM 037833100 368,437 -1,027 -0.28 70,935 12.14 6.1066
2023-11-01 2023-09-30 13F APPLE COM 037833100 369,464 -1,963 -0.53 63,256 -12.20 6.3564
2023-07-31 2023-06-30 13F APPLE COM 037833100 371,427 -8,480 -2.23 72,046 15.00 7.2398
2023-05-10 2023-03-31 13F APPLE COM 037833100 379,907 2,936 0.78 62,647 27.90 6.6975
2023-02-02 2022-12-31 13F APPLE INC COM Stock 037833100 376,971 -1,789 -0.47 48,980 -6.43 5.5505
2022-11-14 2022-09-30 13F APPLE INC COM Stock 037833100 378,760 -1,131 -0.30 52,345 0.78 4.9367
2022-08-02 2022-06-30 13F APPLE INC COM Stock 037833100 379,891 -6,875 -1.78 51,939 -23.09 6.2504
2022-05-12 2022-03-31 13F APPLE INC COM Stock 037833100 386,766 -3,570 -0.91 67,533 -2.57 7.1014
2022-02-11 2021-12-31 13F APPLE INC COM Stock 037833100 390,336 17,383 4.66 69,312 31.34 7.2774
2021-11-16 2021-09-30 13F APPLE INC COM Stock 037833100 372,953 783 0.21 52,773 3.53 6.0932
2021-08-13 2021-06-30 13F APPLE INC COM Stock 037833100 372,170 -1,419 -0.38 50,972 11.70 5.7878
2021-05-18 2021-03-31 13F APPLE INC COM Stock 037833100 373,589 25,728 7.40 45,634 -1.14 5.3362
2021-02-16 2020-12-31 13F APPLE INC COM Stock 037833100 347,861 99,672 40.16 46,158 60.59 6.0818
2020-11-16 2020-09-30 13F APPLE INC COM Stock 037833100 248,189 185,378 295.14 28,743 25.44 8.0092
2020-08-14 2020-06-30 13F APPLE INC COM Stock 037833100 62,811 1,295 2.11 22,914 46.48 6.7282
2020-05-13 2020-03-31 13F APPLE INC COM Stock 037833100 61,516 2,657 4.51 15,643 -9.49 5.8700
2020-02-04 2019-12-31 13F APPLE INC COM Stock 037833100 58,859 613 1.05 17,284 32.50 5.5197
2019-11-05 2019-09-30 13F APPLE INC COM Stock 037833100 58,246 7,061 13.80 13,045 28.76 4.5097
2019-11-05 2019-06-30 13F APPLE INC COM Stock 037833100 51,185 3,905 8.26 10,131 12.80 5.2120
2019-10-30 2019-03-31 13F APPLE INC COM Stock 037833100 47,280 1,896 4.18 8,981 25.45 5.1364
2019-10-10 2018-12-31 13F APPLE Com 037833100 45,384 45,384 7,159 6.0076
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.