Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionFinancial Insights, Inc.
Latest Disclosed Ownership49,313 shares
Latest Disclosed Value $ 12,515,216
Financial Insights, Inc. reports 1.58% increase in ownership of AAPL / Apple Inc.

On May 19, 2026 - Financial Insights, Inc. filed a 13F-HR form disclosing ownership of 49,313 shares of Apple Inc. (CH:AAPL) valued at $12,515,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 48,544 shares of Apple Inc.. This represents a change in shares of 1.58% 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)
2026-05-19 2026-03-31 13F APPLE COM 037833100 49,313 769 1.58 12,515 -5.17 4.0555
2026-04-01 2025-12-31 13F APPLE COM 037833100 48,544 267 0.55 13,197 7.36 4.4232
2026-04-01 2025-09-30 13F APPLE COM 037833100 48,277 -529 -1.08 12,293 22.76 4.0705
2025-07-22 2025-06-30 13F APPLE COM 037833100 48,806 -16,315 -25.05 10,013 -30.78 3.6575
2025-04-25 2025-03-31 13F APPLE COM 037833100 65,121 1,774 2.80 14,465 -8.81 5.7577
2025-03-05 2024-12-31 13F APPLE COM 037833100 63,347 -10,049 -13.69 15,863 -7.24 5.8885
2024-10-22 2024-09-30 13F APPLE COM 037833100 73,396 -30,939 -29.65 17,101 -22.18 5.4002
2024-07-16 2024-06-30 13F APPLE COM 037833100 104,335 -1,438 -1.36 21,975 21.16 6.1054
2024-04-25 2024-03-31 13F APPLE COM 037833100 105,773 -2,326 -2.15 18,138 -12.85 5.0593
2024-01-25 2023-12-31 13F APPLE COM 037833100 108,099 749 0.70 20,812 13.53 6.5090
2023-12-07 2023-09-30 13F APPLE COM 037833100 107,350 14,463 15.57 18,332 1.75 6.5465
2024-01-25 2023-06-30 13F APPLE COM 037833100 92,887 -1,471 -1.56 18,017 15.84 6.6176
2023-04-18 2023-03-31 13F APPLE COM 037833100 94,358 -2,150 -2.23 15,555 24.05 6.3323
2023-02-10 2022-12-31 13F APPLE COM 037833100 96,508 7,695 8.66 12,539 2.05 5.9373
2022-10-27 2022-09-30 13F APPLE COM 037833100 88,813 47,305 113.97 12,286 116.19 8.2673
2022-08-03 2022-06-30 13F APPLE COM 037833100 41,508 -1,149 -2.69 5,683 -23.81 5.7675
2022-05-11 2022-03-31 13F APPLE COM 037833100 42,657 114 0.27 7,459 -1.28 6.8539
2022-02-09 2021-12-31 13F APPLE COM 037833100 42,543 -406 -0.95 7,556 24.24 6.5201
2021-11-12 2021-09-30 13F APPLE COM 037833100 42,949 318 0.75 6,082 -89.58 5.5942
2021-08-12 2021-06-30 13F APPLE COM 037833100 42,631 -87 -0.20 58,366 1,020.27 4.8333
2021-05-12 2021-03-31 13F APPLE COM 037833100 42,718 117 0.27 5,210 -7.89 3.8470
2021-02-05 2020-12-31 13F APPLE COM 037833100 42,601 -2,298 -5.12 5,656 8.94 4.3823
2020-11-16 2020-09-30 13F APPLE COM 037833100 44,899 -136,366 -75.23 5,192 28.61 4.4194
2020-08-20 2020-06-30 13F APPLE COM 037833100 181,265 170,169 1,533.61 4,037 43.05 3.5846
2020-04-28 2020-03-31 13F APPLE COM 037833100 11,096 132 1.20 2,822 -12.28 2.9735
2020-02-07 2019-12-31 13F APPLE COM 037833100 10,964 9 0.08 3,217 31.41 2.8211
2019-10-31 2019-09-30 13F APPLE COM 037833100 10,955 -511 -4.46 2,448 6.48 2.3449
2019-08-20 2019-06-30 13F APPLE COM 037833100 11,466 202 1.79 2,299 1.46 2.3334
2019-05-23 2019-03-31 13F APPLE COM 037833100 11,264 -59 -0.52 2,266 20.34 2.3616
2019-03-08 2018-12-31 13F APPLE COM 037833100 11,323 11,323 1,883 2.1023
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.