Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionBCJ Capital Management, LLC
Latest Disclosed Ownership102,560 shares
Latest Disclosed Value $ 26,028,705
BCJ Capital Management, LLC reports 7.86% increase in ownership of AAPL / Apple Inc.

On May 13, 2026 - BCJ Capital Management, LLC filed a 13F-HR form disclosing ownership of 102,560 shares of Apple Inc. (CH:AAPL) valued at $26,028,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 95,083 shares of Apple Inc.. This represents a change in shares of 7.86% 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)
2026-05-13 2026-03-31 13F APPLE COM 037833101 102,560 7,477 7.86 26,029 0.69 1.3815
2026-02-04 2025-12-31 13F APPLE COM 037833100 95,083 4,699 5.20 25,849 12.32 1.4971
2025-10-31 2025-09-30 13F APPLE COM 037833100 90,384 4,400 5.12 23,015 30.46 1.3693
2025-08-13 2025-06-30 13F APPLE COM 037833100 85,984 -1,784 -2.03 17,641 -9.51 1.1817
2025-04-30 2025-03-31 13F APPLE COM 037833100 87,768 449 0.51 19,496 -10.84 1.4099
2025-02-13 2024-12-31 13F APPLE COM 037833100 87,319 1,096 1.27 21,866 8.85 1.6329
2024-11-14 2024-09-30 13F APPLE COM 037833100 86,223 -49,589 -36.51 20,090 -29.77 1.5032
2024-08-12 2024-06-30 13F APPLE COM 037833100 135,812 45,920 51.08 28,605 85.57 2.2725
2024-05-14 2024-03-31 13F APPLE COM 037833100 89,892 1,436 1.62 15,415 -9.49 1.2204
2024-02-08 2023-12-31 13F APPLE COM 037833100 88,456 1,059 1.21 17,030 13.81 1.4788
2023-11-14 2023-09-30 13F APPLE COM 037833100 87,397 -17,640 -16.79 14,963 -26.55 1.3679
2023-08-14 2023-06-30 13F APPLE COM 037833100 105,037 -11,783 -10.09 20,374 5.76 1.7950
2023-05-12 2023-03-31 13F APPLE COM 037833100 116,820 8,087 7.44 19,264 36.36 1.7968
2023-02-13 2022-12-31 13F APPLE COM 037833100 108,733 -4,748 -4.18 14,128 -9.92 1.4102
2022-11-14 2022-09-30 13F APPLE COM 037833100 113,481 4,549 4.18 15,683 5.30 1.6490
2022-08-10 2022-06-30 13F APPLE COM 037833100 108,932 8,241 8.18 14,893 -15.29 1.5193
2022-05-10 2022-03-31 13F APPLE COM 037833100 100,691 33,841 50.62 17,582 48.11 1.5289
2022-01-19 2021-12-31 13F APPLE COM 037833100 66,850 1,419 2.17 11,871 28.22 1.1064
2021-11-12 2021-09-30 13F APPLE COM 037833100 65,431 -1,105 -1.66 9,258 1.59 0.9615
2021-08-06 2021-06-30 13F APPLE COM 037833100 66,536 475 0.72 9,113 12.94 0.9798
2021-05-17 2021-03-31 13F APPLE INC COM COM 037833100 66,061 989 1.52 8,069 -6.54 0.9565
2021-02-16 2020-12-31 13F APPLE INC COM COM 037833100 65,072 -4,634 -6.65 8,634 6.95 1.1168
2020-11-17 2020-09-30 13F APPLE INC COM COM 037833100 69,706 52,600 307.49 8,073 29.38 1.2320
2020-08-13 2020-06-30 13F APPLE INC COM COM 037833100 17,106 2,095 13.96 6,240 63.48 0.9948
2020-05-15 2020-03-31 13F APPLE INC COM COM 037833100 15,011 372 2.54 3,817 -11.21 0.9351
2020-02-19 2019-12-31 13F APPLE INC COM COM 037833100 14,639 124 0.85 4,299 32.24 0.7308
2019-11-08 2019-09-30 13F APPLE INC COM COM 037833100 14,515 -2,815 -16.24 3,251 -5.22 0.4596
2019-08-14 2019-06-30 13F APPLE COM 037833100 17,330 721 4.34 3,430 8.72 0.5905
2019-05-14 2019-03-31 13F APPLE COM 037833100 16,609 2,793 20.22 3,155 44.79 0.5696
2019-03-14 2018-12-31 13F APPLE INC COM COM 037833100 13,816 13,816 2,179 0.4197
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.