Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership119,496 shares
Latest Disclosed Value $ 30,326,880
CFO4Life Group, LLC reports 4.29% decrease in ownership of AAPL / Apple Inc.

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 119,496 shares of Apple Inc. (CH:AAPL) valued at $30,326,880 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 124,846 shares of Apple Inc.. This represents a change in shares of -4.29% 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)
2026-05-11 2026-03-31 13F APPLE COM 037833100 119,496 -5,350 -4.29 30,327 -10.65 4.6231
2026-02-06 2025-12-31 13F APPLE COM 037833100 124,846 -595 -0.47 33,941 6.26 4.8380
2025-11-07 2025-09-30 13F APPLE COM 037833100 125,441 406 0.32 31,941 24.51 4.6423
2025-08-08 2025-06-30 13F APPLE COM 037833100 125,035 -2,832 -2.21 25,653 -9.68 4.0112
2025-04-30 2025-03-31 13F APPLE COM 037833100 127,867 9 0.01 28,403 -11.29 4.7807
2025-02-10 2024-12-31 13F APPLE COM 037833100 127,858 -34 -0.03 32,018 7.45 5.6250
2024-11-12 2024-09-30 13F APPLE COM 037833100 127,892 -3,816 -2.90 29,799 7.42 5.2742
2024-07-31 2024-06-30 13F APPLE COM 037833100 131,708 72 0.05 27,740 22.90 5.2155
2024-05-06 2024-03-31 13F APPLE COM 037833100 131,636 -3,330 -2.47 22,573 -13.13 4.0966
2024-02-12 2023-12-31 13F/A-1 APPLE COM 037833100 134,966 -1,266 -0.93 25,985 11.41 4.9615
2024-01-24 2023-12-31 13F APPLE COM 037833100 134,966 -1,266 25,985 4.9615
2023-10-30 2023-09-30 13F APPLE COM 037833100 136,232 -2,575 -1.86 23,324 -13.37 5.3844
2023-08-07 2023-06-30 13F APPLE COM 037833100 138,807 824 0.60 26,924 18.33 5.7771
2023-05-03 2023-03-31 13F APPLE COM 037833100 137,983 -1,024 -0.74 22,753 25.98 5.1704
2023-02-03 2022-12-31 13F APPLE COM 037833100 139,007 628 0.45 18,061 -5.56 3.8387
2022-10-19 2022-09-30 13F APPLE COM 037833100 138,379 -46 -0.03 19,124 -6.06 5.0900
2022-07-20 2022-06-30 13F APPLE COM 037833100 138,425 -884 -0.63 20,358 -16.31 5.0527
2022-05-02 2022-03-31 13F APPLE COM 037833100 139,309 -297 -0.21 24,325 -1.88 5.1047
2022-02-10 2021-12-31 13F APPLE COM 037833100 139,606 1,099 0.79 24,790 26.49 5.1251
2021-10-12 2021-09-30 13F APPLE COM 037833100 138,507 3,757 2.79 19,599 6.20 4.5623
2021-07-14 2021-06-30 13F APPLE COM 037833100 134,750 -639 -0.47 18,455 11.59 4.2596
2021-04-20 2021-03-31 13F APPLE COM 037833100 135,389 1,287 0.96 16,538 -7.06 4.1121
2021-01-12 2020-12-31 13F APPLE COM 037833100 134,102 -429 -0.32 17,794 14.21 5.1030
2020-10-13 2020-09-30 13F APPLE COM 037833100 134,531 99,973 289.29 15,580 23.58 5.2745
2020-07-15 2020-06-30 13F APPLE COM 037833100 34,558 -2,178 -5.93 12,607 34.95 4.8439
2020-04-16 2020-03-31 13F APPLE COM 037833100 36,736 -2,181 -5.60 9,342 -18.25 4.9964
2020-01-22 2019-12-31 13F APPLE COM 037833100 38,917 -1,030 -2.58 11,428 27.73 4.8310
2019-11-01 2019-09-30 13F APPLE COM 037833100 39,947 -484 -1.20 8,947 11.81 4.0117
2019-07-29 2019-06-30 13F APPLE COM 037833100 40,431 358 0.89 8,002 5.12 3.6571
2019-04-22 2019-03-31 13F APPLE COM 037833100 40,073 -5,293 -11.67 7,612 6.37 3.5662
2019-02-01 2018-12-31 13F APPLE COM 037833100 45,366 1,398 3.18 7,156 -27.90 3.1469
2018-10-25 2018-09-30 13F APPLE COM 037833100 43,968 461 1.06 9,925 23.25 4.4008
2018-08-01 2018-06-30 13F APPLE COM 037833100 43,507 25,344 139.54 8,053 164.29 3.3605
2018-05-07 2018-03-31 13F APPLE COM 037833100 18,163 -1,356 -6.95 3,047 -7.75 2.5763
2018-01-22 2017-12-31 13F APPLE COM 037833100 19,519 -193 -0.98 3,303 8.72 2.5964
2017-11-09 2017-09-30 13F APPLE COM 037833100 19,712 1,487 8.16 3,038 15.73 2.4498
2017-08-08 2017-06-30 13F APPLE COM 037833100 18,225 -765 -4.03 2,625 -3.78 2.4172
2017-05-11 2017-03-31 13F APPLE COM 037833100 18,990 18,990 2,728 2.4748
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.