Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership105,084 shares
Latest Disclosed Value $ 26,669,222
Crewe Advisors LLC reports 2.26% increase in ownership of AAPL / Apple Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 105,084 shares of Apple Inc. (CH:AAPL) valued at $26,669,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 102,757 shares of Apple Inc.. This represents a change in shares of 2.26% 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)
2026-05-07 2026-03-31 13F APPLE COM 037833100 105,084 2,327 2.26 26,669 -4.53 2.2760
2026-01-16 2025-12-31 13F APPLE COM 037833100 102,757 -3,229 -3.05 27,936 3.51 2.4746
2025-11-13 2025-09-30 13F APPLE COM 037833100 105,986 -377 -0.35 26,987 23.67 2.5755
2025-07-30 2025-06-30 13F APPLE COM 037833100 106,363 106,363 21,823 3.0873
2024-11-12 2024-09-30 13F APPLE COM 037833100 0 -77,193 -100.00 0 -100.00
2024-07-29 2024-06-30 13F APPLE COM 037833100 77,193 -706 -0.91 16,258 21.71 1.8218
2024-05-14 2024-03-31 13F APPLE COM 037833100 77,899 77,899 13,358 1.5566
2023-11-09 2023-09-30 13F APPLE COM 037833100 0 -65,757 -100.00 0 -100.00
2023-07-28 2023-06-30 13F APPLE COM 037833100 65,757 -2,101 -3.10 12,755 13.99 1.7905
2023-05-12 2023-03-31 13F APPLE COM 037833100 67,858 -99 -0.15 11,190 26.73 1.6323
2023-02-08 2022-12-31 13F APPLE COM 037833100 67,957 1,027 1.53 8,830 -4.55 1.4008
2022-11-14 2022-09-30 13F APPLE COM 037833100 66,930 26,106 63.95 9,250 65.74 1.6717
2022-08-02 2022-06-30 13F APPLE COM 037833100 40,824 7,305 21.79 5,581 -4.65 1.2325
2022-04-27 2022-03-31 13F APPLE COM 037833100 33,519 3,984 13.49 5,853 11.61 1.1421
2022-02-10 2021-12-31 13F APPLE COM 037833100 29,535 -1,591 -5.11 5,244 19.07 1.0662
2021-10-29 2021-09-30 13F APPLE COM 037833100 31,126 -11,760 -27.42 4,404 -25.03 1.0407
2021-08-11 2021-06-30 13F APPLE COM 037833100 42,886 -5,229 -10.87 5,874 -0.05 1.4573
2021-04-21 2021-03-31 13F APPLE COM 037833100 48,115 5,017 11.64 5,877 2.76 1.4577
2021-01-27 2020-12-31 13F APPLE COM 037833100 43,098 -520 -1.19 5,719 13.23 2.2891
2020-10-13 2020-09-30 13F APPLE COM 037833100 43,618 32,550 294.09 5,051 25.09 2.3690
2020-07-24 2020-06-30 13F APPLE COM 037833100 11,068 4,144 59.85 4,038 129.30 1.9726
2020-05-07 2020-03-31 13F APPLE COM 037833100 6,924 -3,319 -32.40 1,761 -41.46 1.0507
2020-02-05 2019-12-31 13F APPLE COM 037833100 10,243 -2,796 -21.44 3,008 3.01 1.3166
2019-11-05 2019-09-30 13F APPLE COM 037833100 13,039 -2,761 -17.47 2,920 -6.62 1.3424
2019-08-09 2019-06-30 13F APPLE COM 037833100 15,800 3,478 28.23 3,127 33.58 1.0166
2019-05-10 2019-03-31 13F APPLE COM 037833100 12,322 -2,935 -19.24 2,341 -2.74 0.7368
2019-02-05 2018-12-31 13F APPLE COM 037833100 15,257 -100 -0.65 2,407 -30.57 0.7627
2018-11-13 2018-09-30 13F APPLE COM 037833100 15,357 -241 -1.55 3,467 20.09 2.9339
2018-08-07 2018-06-30 13F APPLE COM 037833100 15,598 296 1.93 2,887 12.47 2.6801
2018-05-07 2018-03-31 13F APPLE COM 037833100 15,302 460 3.10 2,567 2.19 2.5173
2018-02-09 2017-12-31 13F APPLE COM 037833100 14,842 14,842 2,512 2.4598
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.