Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAccess Financial Services, Inc.
Latest Disclosed Ownership9,753 shares
Latest Disclosed Value $ 2,475,089
Access Financial Services, Inc. reports 0.13% decrease in ownership of AAPL / Apple Inc.

On April 15, 2026 - Access Financial Services, Inc. filed a 13F-HR form disclosing ownership of 9,753 shares of Apple Inc. (CH:AAPL) valued at $2,475,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,766 shares of Apple Inc.. This represents a change in shares of -0.13% 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.

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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)
2026-04-15 2026-03-31 13F APPLE COM 037833100 9,753 -13 -0.13 2,475 -6.78 0.8774
2026-01-21 2025-12-31 13F APPLE COM 037833100 9,766 -574 -5.55 2,655 0.87 0.9667
2025-10-20 2025-09-30 13F APPLE COM 037833100 10,340 920 9.77 2,633 36.23 0.9536
2025-07-18 2025-06-30 13F APPLE COM 037833100 9,420 -30 -0.32 1,933 -7.96 0.7306
2025-04-17 2025-03-31 13F APPLE COM 037833100 9,450 0 0.00 2,099 -11.28 0.8443
2025-01-16 2024-12-31 13F APPLE COM 037833100 9,450 -120 -1.25 2,366 6.15 1.0541
2024-10-31 2024-09-30 13F APPLE COM 037833100 9,570 -386 -3.88 2,230 6.35 1.0228
2024-07-25 2024-06-30 13F APPLE COM 037833100 9,956 -101 -1.00 2,097 21.58 0.9532
2024-04-23 2024-03-31 13F APPLE COM 037833100 10,057 449 4.67 1,725 -6.76 0.7710
2024-01-18 2023-12-31 13F APPLE COM 037833100 9,608 0 0.00 1,850 12.47 0.9530
2023-10-26 2023-09-30 13F APPLE COM 037833100 9,608 0 0.00 1,645 -11.76 0.9851
2023-08-08 2023-06-30 13F APPLE COM 037833100 9,608 0 0.00 1,864 17.61 1.0866
2023-04-24 2023-03-31 13F APPLE COM 037833100 9,608 -95 -0.98 1,584 25.71 0.9630
2023-01-20 2022-12-31 13F APPLE COM 037833100 9,703 22 0.23 1,261 -5.83 0.7696
2022-10-18 2022-09-30 13F APPLE COM 037833100 9,681 315 3.36 1,338 4.45 0.8664
2022-07-20 2022-06-30 13F APPLE COM 037833100 9,366 -528 -5.34 1,281 -25.87 0.7330
2022-04-19 2022-03-31 13F APPLE COM 037833100 9,894 215 2.22 1,728 0.52 0.8216
2022-01-14 2021-12-31 13F APPLE COM 037833100 9,679 235 2.49 1,719 28.67 0.7727
2021-10-28 2021-09-30 13F APPLE COM 037833100 9,444 137 1.47 1,336 4.78 0.6027
2021-07-15 2021-06-30 13F APPLE COM 037833100 9,307 608 6.99 1,275 19.94 0.5930
2021-04-23 2021-03-31 13F APPLE COM 037833100 8,699 -933 -9.69 1,063 -16.82 0.4983
2021-01-14 2020-12-31 13F APPLE COM 037833100 9,632 1,601 19.94 1,278 37.42 0.6254
2020-11-09 2020-09-30 13F APPLE COM 037833100 8,031 5,781 256.93 930 13.28 0.5023
2020-08-11 2020-06-30 13F APPLE COM 037833100 2,250 -259 -10.32 821 28.68 0.5388
2020-04-16 2020-03-31 13F APPLE COM 037833100 2,509 57 2.32 638 -11.39 0.5084
2020-01-21 2019-12-31 13F APPLE COM 037833100 2,452 -637 -20.62 720 4.05 0.4171
2019-11-01 2019-09-30 13F APPLE COM 037833100 3,089 0 0.00 692 13.26 0.4927
2019-07-24 2019-06-30 13F APPLE COM 037833100 3,089 537 21.04 611 25.98 0.4659
2019-04-26 2019-03-31 13F APPLE COM 037833100 2,552 445 21.12 485 46.08 0.3822
2019-02-19 2018-12-31 13F APPLE COM 037833100 2,107 250 13.46 332 -20.76 0.2954
2018-10-25 2018-09-30 13F APPLE COM 037833100 1,857 125 7.22 419 30.53 0.2876
2018-07-20 2018-06-30 13F APPLE COM 037833100 1,732 56 3.34 321 14.23 0.2260
2018-04-26 2018-03-31 13F APPLE COM 037833100 1,676 -300 -15.18 281 -15.87 0.2066
2018-01-16 2017-12-31 13F APPLE COM 037833100 1,976 60 3.13 334 13.22 0.2304
2017-11-02 2017-09-30 13F APPLE COM 037833100 1,916 116 6.44 295 13.90 0.2256
2017-07-17 2017-06-30 13F APPLE COM 037833100 1,800 -650 -26.53 259 -26.42 0.2122
2017-04-27 2017-03-31 13F APPLE COM 037833100 2,450 195 8.65 352 34.87 0.2966
2017-03-16 2016-12-31 13F APPLE COM 037833100 2,255 2,255 261 0.2375
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.