Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionEvolution Wealth Advisors, LLC
Latest Disclosed Ownership940,410 shares
Latest Disclosed Value $ 238,666,535
Evolution Wealth Advisors, LLC reports 0.22% increase in ownership of AAPL / Apple Inc.

On May 8, 2026 - Evolution Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 940,410 shares of Apple Inc. (CH:AAPL) valued at $238,666,535 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 938,352 shares of Apple Inc.. This represents a change in shares of 0.22% 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)
2026-05-08 2026-03-31 13F APPLE COM 037833100 940,410 2,058 0.22 238,667 -6.44 24.3165
2026-01-12 2025-12-31 13F APPLE COM 037833100 938,352 888,828 1,794.74 255,100 1,923.00 25.7108
2025-10-28 2025-09-30 13F APPLE COM 037833100 49,524 -667 -1.33 12,610 22.46 1.6933
2025-08-08 2025-06-30 13F APPLE COM 037833100 50,191 -1,243 -2.42 10,298 -9.87 1.5077
2025-05-09 2025-03-31 13F APPLE COM 037833100 51,434 16,345 46.58 11,425 29.98 1.9075
2025-01-17 2024-12-31 13F APPLE COM 037833100 35,089 3,998 12.86 8,791 21.53 1.4705
2024-11-06 2024-09-30 13F APPLE COM 037833100 31,091 -18 -0.06 7,233 10.24 1.2998
2024-07-18 2024-06-30 13F APPLE COM 037833100 31,109 4,295 16.02 6,562 42.72 1.2785
2024-04-19 2024-03-31 13F APPLE COM 037833100 26,814 -1,445 -5.11 4,598 -15.50 0.8807
2024-01-31 2023-12-31 13F APPLE COM 037833100 28,259 484 1.74 5,441 14.41 1.0941
2023-11-07 2023-09-30 13F APPLE COM 037833100 27,775 -3,476 -11.12 4,755 -21.55 1.0621
2023-07-17 2023-06-30 13F APPLE COM 037833100 31,251 -1,155 -3.56 6,062 13.44 1.3390
2023-05-02 2023-03-31 13F APPLE COM 037833100 32,406 1,858 6.08 5,344 34.62 1.2826
2023-02-07 2022-12-31 13F APPLE COM 037833100 30,548 2,117 7.45 3,969 1.02 1.0000
2022-11-02 2022-09-30 13F APPLE COM 037833100 28,431 -5,914 -17.22 3,929 -16.58 1.0770
2022-08-02 2022-06-30 13F APPLE COM 037833100 34,345 -242 -0.70 4,710 -22.25 1.1918
2022-04-29 2022-03-31 13F APPLE COM 037833100 34,587 2,742 8.61 6,058 7.13 1.2446
2022-01-28 2021-12-31 13F APPLE COM 037833100 31,845 1,138 3.71 5,655 30.15 0.8540
2021-11-09 2021-09-30 13F APPLE COM 037833100 30,707 -742 -2.36 4,345 0.88 0.9312
2021-07-22 2021-06-30 13F APPLE COM 037833100 31,449 -2,732 -7.99 4,307 3.16 0.8752
2021-04-20 2021-03-31 13F APPLE COM 037833100 34,181 8,548 33.35 4,175 22.76 0.9319
2021-02-02 2020-12-31 13F APPLE COM 037833100 25,633 -6,962 -21.36 3,401 -9.91 0.7670
2020-10-15 2020-09-30 13F APPLE COM 037833100 32,595 23,310 251.05 3,775 11.46 1.0321
2020-07-27 2020-06-30 13F APPLE COM 037833100 9,285 1,110 13.58 3,387 62.91 1.1104
2020-04-22 2020-03-31 13F APPLE COM 037833100 8,175 803 10.89 2,079 -3.97 0.8399
2020-02-03 2019-12-31 13F APPLE COM 037833100 7,372 7,372 2,165 0.5420
2019-11-12 2019-09-30 13F APPLE COM 037833100 0 -6,064 -100.00 0 -100.00
2019-07-12 2019-06-30 13F APPLE COM 037833100 6,064 1,936 46.90 1,200 53.06 0.5187
2019-05-09 2019-03-31 13F APPLE COM 037833100 4,128 -436 -9.55 784 8.89 0.3604
2019-01-29 2018-12-31 13F APPLE COM 037833100 4,564 4,564 720 0.3286
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.