Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCito Capital Group, LLC
Latest Disclosed Ownership278,571 shares
Latest Disclosed Value $ 70,699
Cito Capital Group, LLC reports 0.55% increase in ownership of AAPL / Apple Inc.

On May 14, 2026 - Cito Capital Group, LLC filed a 13F-HR form disclosing ownership of 278,571 shares of Apple Inc. (CH:AAPL) valued at $70,699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 277,061 shares of Apple Inc.. This represents a change in shares of 0.55% 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 278,571 1,510 0.55 71 -6.67 21.6939
2026-02-13 2025-12-31 13F APPLE COM 037833100 277,061 -956 -0.34 75 7.14 21.9826
2025-11-14 2025-09-30 13F APPLE COM 037833100 278,017 -6,214 -2.19 71 20.69 20.5227
2025-08-14 2025-06-30 13F APPLE COM 037833100 284,231 -7,850 -2.69 58 -9.37 20.2922
2025-05-15 2025-03-31 13F APPLE COM 037833100 292,081 800 0.27 65 -11.11 24.6548
2025-02-13 2024-12-31 13F APPLE COM 037833100 291,281 -3,015 -1.02 73 5.88 26.8466
2024-11-13 2024-09-30 13F APPLE COM 037833100 294,296 -10,280 -3.38 69 6.25 25.5935
2024-08-14 2024-06-30 13F APPLE COM 037833100 304,576 -3,525 -1.14 64 23.08 24.8737
2024-05-15 2024-03-31 13F APPLE COM 037833100 308,101 -4,858 -1.55 53 -13.33 21.6486
2024-02-14 2023-12-31 13F APPLE COM 037833100 312,959 -3,375 -1.07 60 11.11 25.8288
2023-11-15 2023-09-30 13F APPLE COM 037833100 316,334 450 0.14 54 -11.48 26.2096
2023-08-14 2023-06-30 13F APPLE COM 037833100 315,884 -100 -0.03 61 17.31 28.0767
2023-05-15 2023-03-31 13F APPLE COM 037833100 315,984 -842 -0.27 52 26.83 25.9746
2023-02-10 2022-12-31 13F APPLE COM 037833100 316,826 -2,990 -0.93 41 -6.82 22.6339
2022-11-14 2022-09-30 13F APPLE COM 037833100 319,816 -2,025 -0.63 44 0.00 25.3475
2022-08-15 2022-06-30 13F APPLE COM 037833100 321,841 -1,125 -0.35 44 -21.43 24.0511
2022-05-16 2022-03-31 13F APPLE COM 037833100 322,966 -30,100 -8.53 56 -9.68 25.7639
2022-02-14 2021-12-31 13F APPLE COM 037833100 353,066 -100 -0.03 63 26.53 26.1821
2021-11-10 2021-09-30 13F APPLE COM 037833100 353,166 -2,050 -0.58 50 2.08 23.3677
2021-08-16 2021-06-30 13F APPLE COM 037833100 355,216 250 0.07 49 11.63 21.9112
2021-05-17 2021-03-31 13F APPLE COM 037833100 354,966 -1,850 -0.52 43 -8.51 21.1721
2021-02-16 2020-12-31 13F APPLE COM 037833100 356,816 -1,000 -0.28 47 -99.89 23.8832
2020-11-16 2020-09-30 13F APPLE COM 037833100 357,816 267,962 298.22 41,439 26.42 23.1406
2020-08-11 2020-06-30 13F APPLE COM 037833100 89,854 -500 -0.55 32,779 42.67 21.2391
2020-05-15 2020-03-31 13F APPLE COM 037833100 90,354 -571 -0.63 22,976 -13.95 18.4374
2020-02-13 2019-12-31 13F APPLE COM 037833100 90,925 -240 -0.26 26,700 30.05 17.4718
2019-11-14 2019-09-30 13F APPLE COM 037833100 91,165 -2,000 -2.15 20,530 11.34 14.8326
2019-08-14 2019-06-30 13F APPLE COM 037833100 93,165 -1,000 -1.06 18,439 3.09 13.5674
2019-05-13 2019-03-31 13F APPLE COM 037833100 94,165 250 0.27 17,887 20.74 13.1278
2019-02-11 2018-12-31 13F APPLE COM 037833100 93,915 200 0.21 14,814 -29.97 12.2316
2018-11-13 2018-09-30 13F APPLE COM 037833100 93,715 0 0.00 21,155 21.94 14.5208
2018-07-02 2018-06-30 13F APPLE COM 037833100 93,715 0 0.00 17,348 10.34 12.9940
2018-05-14 2018-03-31 13F APPLE COM 037833100 93,715 200 0.21 15,724 -0.64 11.9202
2018-02-12 2017-12-31 13F APPLE COM 037833100 93,515 0 0.00 15,826 9.80 11.7400
2017-11-13 2017-09-30 13F APPLE COM 037833100 93,515 93,515 14,413 11.3325
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.