Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership39,207 shares
Latest Disclosed Value $ 9,950,393
Aft, Forsyth & Company, Inc. reports 0.84% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 39,207 shares of Apple Inc. (CH:AAPL) valued at $9,950,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 39,540 shares of Apple Inc.. This represents a change in shares of -0.84% 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 39,207 -333 -0.84 9,950 -7.43 4.6841
2026-02-13 2025-12-31 13F APPLE COM 037833100 39,540 -5 -0.01 10,749 6.75 4.6383
2025-11-07 2025-09-30 13F APPLE COM 037833100 39,545 60 0.15 10,069 24.29 4.8235
2025-08-14 2025-06-30 13F APPLE COM 037833100 39,485 102 0.26 8,101 -7.40 4.1499
2025-05-12 2025-03-31 13F APPLE COM 037833100 39,383 -105 -0.27 8,748 -11.53 4.7125
2025-01-29 2024-12-31 13F APPLE COM 037833100 39,488 -1,140 -2.81 9,889 4.46 4.8491
2024-11-14 2024-09-30 13F APPLE COM 037833100 40,628 -48 -0.12 9,466 10.49 4.6670
2024-08-13 2024-06-30 13F APPLE COM 037833100 40,676 1,755 4.51 8,567 28.36 4.2002
2024-04-30 2024-03-31 13F APPLE COM 037833100 38,921 -2,155 -5.25 6,674 -15.60 3.8030
2024-02-09 2023-12-31 13F APPLE COM 037833100 41,076 1,107 2.77 7,908 15.56 4.9762
2023-11-07 2023-09-30 13F APPLE COM 037833100 39,969 215 0.54 6,843 -11.26 5.0152
2023-08-14 2023-06-30 13F APPLE COM 037833100 39,754 -1,119 -2.74 7,711 14.41 5.4670
2023-05-02 2023-03-31 13F APPLE COM 037833100 40,873 -730 -1.75 6,740 24.70 5.2056
2023-02-13 2022-12-31 13F APPLE COM 037833100 41,603 -2,455 -5.57 5,406 -11.23 4.6110
2022-11-14 2022-09-30 13F APPLE COM 037833100 44,058 -615 -1.38 6,089 -0.31 5.4340
2022-07-28 2022-06-30 13F APPLE COM 037833100 44,673 -2,433 -5.16 6,108 -25.74 4.9290
2022-05-10 2022-03-31 13F APPLE COM 037833100 47,106 -19,085 -28.83 8,225 -30.02 5.2390
2022-02-07 2021-12-31 13F APPLE COM 037833100 66,191 -889 -1.33 11,754 23.83 6.0308
2021-11-08 2021-09-30 13F APPLE COM 037833100 67,080 -1,115 -1.64 9,492 1.63 5.0995
2021-07-15 2021-06-30 13F APPLE COM 037833100 68,195 480 0.71 9,340 12.92 4.9876
2021-05-04 2021-03-31 13F APPLE COM 037833100 67,715 -411 -0.60 8,271 -8.51 4.9596
2021-02-09 2020-12-31 13F APPLE COM 037833100 68,126 -286 -0.42 9,040 14.10 5.6543
2020-11-05 2020-09-30 13F APPLE COM 037833100 68,412 51,179 296.98 7,923 26.02 5.8949
2020-08-06 2020-06-30 13F APPLE COM 037833100 17,233 -650 -3.63 6,287 38.27 5.3019
2020-05-11 2020-03-31 13F APPLE COM 037833100 17,883 147 0.83 4,547 -12.69 4.5733
2020-02-10 2019-12-31 13F APPLE COM 037833100 17,736 55 0.31 5,208 31.52 3.9748
2019-11-12 2019-09-30 13F APPLE COM 037833100 17,681 -53 -0.30 3,960 12.82 3.2711
2019-07-29 2019-06-30 13F APPLE COM 037833100 17,734 33 0.19 3,510 4.40 2.8911
2019-05-08 2019-03-31 13F APPLE COM 037833100 17,701 -665 -3.62 3,362 16.05 2.9122
2019-02-05 2018-12-31 13F Apple Computer COM 037833100 18,366 341 1.89 2,897 -28.80 2.8843
2018-10-26 2018-09-30 13F APPLE COM 037833100 18,025 -2,623 -12.70 4,069 10.78 3.3745
2018-08-14 2018-06-30 13F Automatic Data Processing COM 037833100 20,648 3,116 17.77 3,673 24.85 3.2218
2018-05-14 2018-03-31 13F Apple Computer COM 037833100 17,532 -1,205 -6.43 2,942 -7.22 2.7458
2018-02-12 2017-12-31 13F Apple Computer COM 037833100 18,737 16,152 624.84 3,171 157.39 3.1034
2013-11-08 2013-09-30 13F Apple Computer COM 037833100 2,585 0 0.00 1,232 20.20 1.5980
2013-08-12 2013-06-30 13F Apple Computer COM 037833100 2,585 2,585 1,025 1.4652
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.