Apple Inc.
BG ˙ BUL ˙ US0378331005
SecurityBG:APC / Apple Inc.
InstitutionMoneywise, Inc.
Latest Disclosed Ownership1,083 shares
Latest Disclosed Value $ 274,907
Moneywise, Inc. reports 4.92% decrease in ownership of APC / Apple Inc.

On April 27, 2026 - Moneywise, Inc. filed a 13F-HR form disclosing ownership of 1,083 shares of Apple Inc. (BG:APC) valued at $274,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,139 shares of Apple Inc.. This represents a change in shares of -4.92% during the quarter.

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)
2026-04-27 2026-03-31 13F APPLE COM 037833100 1,083 -56 -4.92 275 -11.33 0.1200
2026-02-05 2025-12-31 13F APPLE COM 037833100 1,139 -1,318 -53.64 310 -50.56 0.1288
2025-10-24 2025-09-30 13F APPLE COM 037833100 2,457 -519 -17.44 626 2.46 0.2830
2025-07-16 2025-06-30 13F APPLE COM 037833100 2,976 1,461 96.44 611 81.55 0.2863
2025-04-23 2025-03-31 13F APPLE COM 037833100 1,515 -1,365 -47.40 337 -53.40 0.1782
2025-01-27 2024-12-31 13F APPLE COM 037833100 2,880 -9 -0.31 721 7.13 0.3616
2024-10-21 2024-09-30 13F APPLE COM 037833100 2,889 392 15.70 673 28.19 0.3311
2024-07-18 2024-06-30 13F APPLE COM 037833100 2,497 52 2.13 526 25.30 0.2784
2024-04-22 2024-03-31 13F APPLE COM 037833100 2,445 -32 -1.29 419 -11.97 0.2279
2024-01-29 2023-12-31 13F APPLE COM 037833100 2,477 2 0.08 477 12.53 0.2738
2023-10-23 2023-09-30 13F APPLE COM 037833100 2,475 -12 -0.48 424 -12.24 0.2657
2023-07-24 2023-06-30 13F APPLE COM 037833100 2,487 -6 -0.24 482 17.27 0.2991
2023-04-21 2023-03-31 13F APPLE COM 037833100 2,493 127 5.37 411 33.88 0.2658
2023-01-30 2022-12-31 13F APPLE COM 037833100 2,366 3 0.13 307 -6.12 0.2299
2022-11-03 2022-09-30 13F APPLE COM 037833100 2,363 2 0.08 327 1.24 0.2668
2022-08-02 2022-06-30 13F APPLE COM 037833100 2,361 3 0.13 323 -21.60 0.2517
2022-04-20 2022-03-31 13F APPLE COM 037833100 2,358 -330 -12.28 412 -13.63 0.2714
2022-01-12 2021-12-31 13F APPLE COM 037833100 2,688 -860 -24.24 477 -4.98 0.3065
2021-10-12 2021-09-30 13F APPLE COM 037833100 3,548 -693 -16.34 502 -13.60 0.3275
2021-07-22 2021-06-30 13F APPLE COM 037833100 4,241 6 0.14 581 12.38 0.3965
2021-04-14 2021-03-31 13F APPLE COM 037833100 4,235 542 14.68 517 5.51 0.3487
2021-01-15 2020-12-31 13F APPLE COM 037833100 3,693 31 0.85 490 15.57 0.3504
2020-10-13 2020-09-30 13F APPLE COM 037833100 3,662 2,731 293.34 424 24.71 0.3366
2020-07-10 2020-06-30 13F APPLE COM 037833100 931 -153 -14.11 340 23.19 0.2724
2020-04-13 2020-03-31 13F APPLE COM 037833100 1,084 0 0.00 276 13.58 0.2429
2020-01-07 2019-12-31 13F APPLE COM 037833100 1,084 3 0.28 243 0.41 0.1828
2019-10-23 2019-09-30 13F Apple COM 037833100 1,081 0 0.00 242 13.08 0.1954
2019-07-17 2019-06-30 13F Apple COM 037833100 1,081 1,081 214 0.1634
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.