Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAckerman Capital Advisors, LLC
Latest Disclosed Ownership5,262 shares
Latest Disclosed Value $ 1,335,514
Ackerman Capital Advisors, LLC ownership in AAPL / Apple Inc.

On May 5, 2026 - Ackerman Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 5,262 shares of Apple Inc. (CH:AAPL) valued at $1,335,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,262 shares of Apple Inc.. This represents a change in shares of 0.00% 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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 5,262 0 0.00 1,336 -6.64 0.2735
2026-02-11 2025-12-31 13F APPLE COM 037833100 5,262 -90 -1.68 1,431 4.99 0.2871
2025-10-22 2025-09-30 13F APPLE COM 037833100 5,352 0 0.00 1,363 24.04 0.2853
2025-07-25 2025-06-30 13F APPLE COM 037833100 5,352 -97 -1.78 1,098 -9.26 0.2551
2025-05-09 2025-03-31 13F APPLE COM 037833100 5,449 -303 -5.27 1,210 -15.97 0.3197
2025-02-04 2024-12-31 13F APPLE COM 037833100 5,752 0 0.00 1,440 7.46 0.3777
2024-10-24 2024-09-30 13F APPLE COM 037833100 5,752 0 0.00 1,340 10.65 0.3461
2024-07-25 2024-06-30 13F APPLE COM 037833100 5,752 0 0.00 1,212 22.82 0.3212
2024-04-24 2024-03-31 13F APPLE COM 037833100 5,752 -258 -4.29 986 -14.78 0.2725
2024-01-19 2023-12-31 13F APPLE COM 037833100 6,010 258 4.49 1,157 17.58 0.3243
2023-10-30 2023-09-30 13F APPLE COM 037833100 5,752 0 0.00 985 -11.75 0.2743
2023-07-21 2023-06-30 13F APPLE COM 037833100 5,752 341 6.30 1,116 25.00 0.2894
2023-05-11 2023-03-31 13F APPLE COM 037833100 5,411 0 0.00 892 26.88 0.2312
2023-01-12 2022-12-31 13F APPLE COM 037833100 5,411 -1,000 -15.60 703 -20.65 0.1889
2022-11-09 2022-09-30 13F APPLE COM 037833100 6,411 6 0.09 886 1.14 0.2519
2022-07-22 2022-06-30 13F APPLE COM 037833100 6,405 0 0.00 876 -21.65 0.2359
2022-04-19 2022-03-31 13F APPLE COM 037833100 6,405 0 0.00 1,118 -1.67 0.2632
2022-02-16 2021-12-31 13F APPLE COM 037833100 6,405 17 0.27 1,137 25.77 0.2609
2021-11-03 2021-09-30 13F APPLE COM 037833100 6,388 0 0.00 904 3.31 0.2073
2021-08-12 2021-06-30 13F APPLE COM 037833100 6,388 -552 -7.95 875 3.18 0.2048
2021-04-29 2021-03-31 13F APPLE COM 037833100 6,940 0 0.00 848 -7.93 0.2060
2021-02-01 2020-12-31 13F APPLE COM 037833100 6,940 0 0.00 921 14.55 0.2341
2020-11-02 2020-09-30 13F APPLE COM 037833100 6,940 5,255 311.87 804 30.73 0.2238
2020-08-20 2020-06-30 13F APPLE COM 037833100 1,685 0 0.00 615 43.69 0.1844
2020-08-14 2020-03-31 13F APPLE COM 037833100 1,685 -2,296 -57.67 428 -63.39 0.1667
2020-02-28 2019-12-31 13F/A-1 APPLE COM 037833100 3,981 5 0.13 1,169 31.20 0.3457
2019-10-09 2019-09-30 13F APPLE COM 037833100 3,976 -27 -0.67 891 12.50 0.3075
2019-07-23 2019-06-30 13F APPLE COM 037833100 4,003 414 11.54 792 16.13 0.0039
2019-04-26 2019-03-31 13F APPLE COM 037833100 3,589 -2,504 -41.10 682 -29.03 0.0036
2019-01-29 2018-12-31 13F APPLE COM 037833100 6,093 6,093 961 0.0745
2019-01-07 2018-09-30 13F APPLE COM 037833100 0 -7,833 -100.00 0 -100.00
2018-04-11 2018-03-31 13F APPLE COM 037833100 7,833 3,809 94.66 1,326 113.87 0.5316
2018-02-22 2017-12-31 13F APPLE COM 037833100 4,024 -123 -2.97 620 3.85 0.2632
2017-08-15 2017-06-30 13F APPLE COM 037833100 4,147 4,147 597 0.2497
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.