Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionCX Institutional
Latest Disclosed Ownership254,754 shares
Latest Disclosed Value $ 64,654
CX Institutional reports 7.74% increase in ownership of AAPL / Apple Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 254,754 shares of Apple Inc. (CH:AAPL) valued at $64,654 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 236,446 shares of Apple Inc.. This represents a change in shares of 7.74% 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)
2026-04-06 2026-03-31 13F APPLE COM 037833100 254,754 18,308 7.74 65 0.00 1.9723
2026-02-02 2025-12-31 13F APPLE COM 037833100 236,446 -8,771 -3.58 64 3.23 1.9172
2025-10-23 2025-09-30 13F APPLE COM 037833100 245,217 36,993 17.77 62 47.62 1.8956
2025-07-16 2025-06-30 13F/A-1 APPLE COM 037833100 208,224 18,246 9.60 43 0.00 1.4897
2025-07-11 2025-06-30 13F APPLE COM 037833100 208,652 18,674 43 1.4864
2025-04-15 2025-03-31 13F APPLE COM 037833100 189,978 13,013 7.35 42 -99.91 1.5930
2025-01-21 2024-12-31 13F APPLE COM 037833100 176,965 18,481 11.66 44,316 20.01 1.7598
2024-10-11 2024-09-30 13F APPLE COM 037833100 158,484 -5,336 -3.26 36,927 7.02 1.6395
2024-07-11 2024-06-30 13F APPLE COM 037833100 163,820 15,270 10.28 34,504 35.45 1.6195
2024-04-15 2024-03-31 13F Apple COM 037833100 148,550 38,562 35.06 25,473 20.30 1.2278
2024-01-12 2023-12-31 13F APPLE COM 037833100 109,988 -27,053 -19.74 21,176 -9.75 1.1322
2023-10-18 2023-09-30 13F Apple COM 037833100 137,041 -13,507 -8.97 23,463 -19.65 1.2922
2023-07-26 2023-06-30 13F APPLE INC COM COM 037833100 150,548 7,106 4.95 29,202 22.71 1.5124
2023-05-04 2023-03-31 13F APPLE COM 037833100 143,442 59,742 71.38 23,798 118.82 1.2671
2023-02-03 2022-12-31 13F APPLE INC COM COM 037833100 83,700 4,219 5.31 10,875 -0.99 0.6607
2022-11-04 2022-09-30 13F APPLE COM 037833100 79,481 26,292 49.43 10,984 51.05 0.7624
2022-08-02 2022-06-30 13F APPLE COM 037833100 53,189 4,270 8.73 7,272 -14.87 0.5488
2022-05-09 2022-03-31 13F APPLE COM 037833100 48,919 -6,886 -12.34 8,542 -13.80 0.6839
2022-01-18 2021-12-31 13F APPLE COM 037833100 55,805 -109 -0.19 9,909 25.24 0.7880
2021-11-10 2021-09-30 13F APPLE COM 037833100 55,914 -157 -0.28 7,912 3.02 0.6464
2021-08-04 2021-06-30 13F APPLE COM 037833100 56,071 -5,543 -9.00 7,680 2.05 0.6308
2021-04-15 2021-03-31 13F APPLE COM 037833100 61,614 -8,072 -11.58 7,526 -18.60 0.6726
2021-01-12 2020-12-31 13F APPLE COM 037833100 69,686 -11,015 -13.65 9,246 -1.07 0.8905
2020-10-13 2020-09-30 13F APPLE COM 037833100 80,701 70,024 655.84 9,346 139.95 1.0087
2020-08-06 2020-06-30 13F APPLE COM 037833100 10,677 1,205 12.72 3,895 61.69 0.5118
2020-04-29 2020-03-31 13F APPLE COM 037833100 9,472 1,718 22.16 2,409 5.80 0.3930
2020-01-21 2019-12-31 13F APPLE COM 037833100 7,754 -9,413 -54.83 2,277 -40.78 0.3974
2019-10-10 2019-09-30 13F APPLE COM 037833100 17,167 6,294 57.89 3,845 78.67 0.6214
2019-07-17 2019-06-30 13F APPLE COM 037833100 10,873 3,739 52.41 2,152 58.82 0.3415
2019-04-03 2019-03-31 13F APPLE COM 037833100 7,134 -1,590 -18.23 1,355 -1.53 0.2390
2019-01-14 2018-12-31 13F APPLE COM 037833100 8,724 7,228 483.16 1,376 307.10 0.2905
2018-10-09 2018-09-30 13F APPLE COM 037833100 1,496 0 0.00 338 22.02 0.1117
2018-07-12 2018-06-30 13F/A-1 APPLE COM 037833100 1,496 1,496 277 0.1023
2018-07-12 2018-06-30 13F APPLE COM 037833100 804 135
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.