Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCourier Capital Llc
Latest Disclosed Ownership252,026 shares
Latest Disclosed Value $ 63,961,641
Courier Capital Llc reports 1.57% increase in ownership of AAPL / Apple Inc.

On April 23, 2026 - Courier Capital Llc filed a 13F-HR/A form disclosing ownership of 252,026 shares of Apple Inc. (CH:AAPL) valued at $63,961,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 248,120 shares of Apple Inc.. This represents a change in shares of 1.57% 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)
2026-04-23 2026-03-31 13F/A-1 APPLE COM 037833100 252,026 3,906 1.57 63,962 -5.18 3.5753
2026-04-20 2026-03-31 13F APPLE COM 037833100 252,026 3,906 1.57 63,962 -5.18 3.5753
2026-01-29 2025-12-31 13F APPLE COM 037833100 248,120 -11,608 -4.47 67,454 1.99 3.7879
2025-10-29 2025-09-30 13F APPLE COM 037833100 259,728 -9,439 -3.51 66,134 19.75 3.7889
2025-07-28 2025-06-30 13F APPLE COM 037833100 269,167 -5,174 -1.89 55,225 -9.38 3.3527
2025-04-14 2025-03-31 13F APPLE COM 037833100 274,341 -3,544 -1.28 60,939 -12.43 3.9879
2025-01-13 2024-12-31 13F APPLE COM 037833100 277,885 -13,973 -4.79 69,588 2.33 4.8005
2024-10-22 2024-09-30 13F APPLE COM 037833100 291,858 -2,720 -0.92 68,003 9.60 4.6595
2024-07-23 2024-06-30 13F APPLE COM 037833100 294,578 -3,422 -1.15 62,044 21.41 4.9301
2024-04-16 2024-03-31 13F APPLE COM 037833100 298,000 -34,793 -10.45 51,101 -20.24 3.6964
2024-01-17 2023-12-31 13F APPLE COM 037833100 332,793 -9,141 -2.67 64,073 9.45 4.8636
2023-10-13 2023-09-30 13F APPLE COM 037833100 341,934 -12,619 -3.56 58,542 -14.88 4.8536
2023-07-31 2023-06-30 13F APPLE COM 037833100 354,553 47,598 15.51 68,773 35.87 5.4162
2023-05-18 2023-03-31 13F APPLE COM 037833100 306,955 -2,444 -0.79 50,617 25.91 5.5927
2023-01-24 2022-12-31 13F APPLE COM 037833100 309,399 -3,369 -1.08 40,200 -7.00 4.6325
2022-10-18 2022-09-30 13F APPLE COM 037833100 312,768 -3,182 -1.01 43,225 0.06 5.3552
2022-07-20 2022-06-30 13F APPLE COM 037833100 315,950 -9,941 -3.05 43,197 -24.09 5.0590
2022-05-02 2022-03-31 13F APPLE COM 037833100 325,891 -19,575 -5.67 56,904 -7.24 5.6893
2022-01-18 2021-12-31 13F APPLE COM 037833100 345,466 -10,267 -2.89 61,344 21.87 5.7042
2021-10-14 2021-09-30 13F APPLE COM 037833100 355,733 -11,378 -3.10 50,336 0.11 4.7900
2021-07-12 2021-06-30 13F APPLE COM 037833100 367,111 -18,559 -4.81 50,280 6.73 4.7827
2021-04-12 2021-03-31 13F APPLE COM 037833100 385,670 -13,781 -3.45 47,110 -11.12 4.7577
2021-02-10 2020-12-31 13F APPLE COM 037833100 399,451 -3,063 -0.76 53,003 10.95 5.7507
2020-11-09 2020-09-30 13F APPLE COM 037833100 402,514 291,267 261.82 47,774 17.94 5.7219
2020-07-06 2020-06-30 13F APPLE COM 037833100 111,247 -1,950 -1.72 40,506 33.34 5.2131
2020-04-22 2020-03-31 13F APPLE COM 037833100 113,197 -14,486 -11.35 30,379 -23.16 4.5077
2020-01-10 2019-12-31 13F APPLE COM 037833100 127,683 -3,056 -2.34 39,534 36.94 4.6385
2019-10-04 2019-09-30 13F APPLE COM 037833100 130,739 -5,802 -4.25 28,870 6.83 3.7584
2019-07-16 2019-06-30 13F APPLE COM 037833100 136,541 -6,693 -4.67 27,024 -0.67 3.4563
2019-04-25 2019-03-31 13F APPLE COM 037833100 143,234 -1,267 -0.88 27,207 19.36 3.5374
2019-02-08 2018-12-31 13F APPLE COM 037833100 144,501 -1,732 -1.18 22,794 -30.95 3.3392
2018-10-12 2018-09-30 13F APPLE COM 037833100 146,233 -640 -0.44 33,011 21.42 4.0383
2018-07-19 2018-06-30 13F APPLE COM 037833100 146,873 -3,053 -2.04 27,187 8.08 3.5039
2018-04-27 2018-03-31 13F APPLE COM 037833100 149,926 -5,473 -3.52 25,155 -4.35 3.3159
2018-01-25 2017-12-31 13F APPLE COM 037833100 155,399 2,352 1.54 26,298 11.49 3.3769
2017-11-03 2017-09-30 13F APPLE COM 037833100 153,047 52,820 52.70 23,587 63.40 3.2981
2017-08-10 2017-06-30 13F APPLE COM 037833100 100,227 -1,315 -1.30 14,435 -1.05 2.4722
2017-04-19 2017-03-31 13F APPLE COM 037833100 101,542 -3,300 -3.15 14,588 20.14 2.5666
2017-01-31 2016-12-31 13F APPLE COM 037833100 104,842 -4,229 -3.88 12,143 -1.52 2.3151
2016-11-15 2016-09-30 13F APPLE COM 037833100 109,071 -2,442 -2.19 12,330 15.66 2.4405
2016-08-01 2016-06-30 13F APPLE COM 037833100 111,513 -3,952 -3.42 10,661 -15.29 2.1294
2016-05-16 2016-03-31 13F APPLE COM 037833100 115,465 -187 -0.16 12,585 3.38 2.6208
2016-02-10 2015-12-31 13F APPLE COM 037833100 115,652 -1,435 -1.23 12,174 -5.74 2.6165
2015-10-21 2015-09-30 13F APPLE COM 037833100 117,087 1,870 1.62 12,915 -10.63 2.8447
2015-08-03 2015-06-30 13F APPLE COM 037833100 115,217 -2,041 -1.74 14,451 -0.95 2.9096
2015-04-28 2015-03-31 13F APPLE COM 037833100 117,258 -26,668 -18.53 14,590 -8.16 2.8824
2015-01-22 2014-12-31 13F APPLE COM 037833100 143,926 -6,411 -4.26 15,887 4.89 3.1960
2014-11-04 2014-09-30 13F APPLE COM 037833100 150,337 -3,528 -2.29 15,147 5.93 3.0648
2014-08-06 2014-06-30 13F APPLE COM 037833100 153,865 131,111 576.21 14,299 17.08 2.8267
2014-05-02 2014-03-31 13F APPLE COM 037833100 22,754 -477 -2.05 12,213 -6.29 2.5172
2014-02-14 2013-12-31 13F APPLE COM 037833100 23,231 -1,130 -4.64 13,033 12.22 2.7771
2013-11-14 2013-09-30 13F APPLE COM 037833100 24,361 868 3.69 11,614 24.67 2.6663
2013-08-01 2013-06-30 13F APPLE COM 037833100 23,493 23,493 9,316 2.3209
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.