Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership66,743 shares
Latest Disclosed Value $ 16,938,599
Keudell/Morrison Wealth Management reports 1.78% increase in ownership of AAPL / Apple Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 66,743 shares of Apple Inc. (CH:AAPL) valued at $16,938,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 65,575 shares of Apple Inc.. This represents a change in shares of 1.78% 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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 66,743 1,168 1.78 16,939 -4.99 3.4638
2026-02-06 2025-12-31 13F APPLE COM 037833100 65,575 -1,122 -1.68 17,827 30.28 3.7458
2025-07-22 2025-06-30 13F APPLE COM 037833100 66,697 -2,990 -4.29 13,684 -11.60 3.0364
2025-04-23 2025-03-31 13F APPLE COM 037833100 69,687 -696 -0.99 15,479 -12.18 3.6507
2025-01-23 2024-12-31 13F APPLE COM 037833100 70,383 36 0.05 17,625 7.54 4.5940
2024-10-31 2024-09-30 13F APPLE COM 037833100 70,347 2,725 4.03 16,391 15.08 4.4494
2024-07-16 2024-06-30 13F APPLE COM 037833100 67,622 -67 -0.10 14,243 22.70 4.1671
2024-05-07 2024-03-31 13F APPLE COM 037833100 67,689 -628 -0.92 11,607 -11.75 3.5134
2024-02-14 2023-12-31 13F APPLE COM 037833100 68,317 -581 -0.84 13,153 11.50 4.3398
2023-10-18 2023-09-30 13F APPLE COM 037833100 68,898 -225 -0.33 11,796 -12.02 3.5956
2023-07-20 2023-06-30 13F APPLE COM 037833100 69,123 -360 -0.52 13,408 17.02 3.8643
2023-04-18 2023-03-31 13F APPLE COM 037833100 69,483 7 0.01 11,458 26.92 3.3749
2023-01-20 2022-12-31 13F APPLE COM 037833100 69,476 -1,189 -1.68 9,027 -7.57 2.8966
2022-10-12 2022-09-30 13F APPLE COM 037833100 70,665 3,346 4.97 9,766 6.11 3.6541
2022-07-18 2022-06-30 13F APPLE COM 037833100 67,319 -572 -0.84 9,204 -22.36 3.3440
2022-04-18 2022-03-31 13F APPLE COM 037833100 67,891 -119 -0.17 11,854 -1.84 4.9566
2022-02-08 2021-12-31 13F APPLE COM 037833100 68,010 -2,537 -3.60 12,076 20.98 4.7680
2021-12-08 2021-09-30 13F/A-1 APPLE COM 037833100 70,547 -490 -0.69 9,982 2.60 4.2797
2021-10-20 2021-09-30 13F APPLE COM 037833100 70,547 -490 9,982 4.2885
2021-07-13 2021-06-30 13F APPLE COM 037833100 71,037 291 0.41 9,729 12.58 5.3263
2021-04-13 2021-03-31 13F APPLE COM 037833100 70,746 -536 -0.75 8,642 -8.63 5.0147
2021-02-12 2020-12-31 13F APPLE COM 037833100 71,282 -1,231 -1.70 9,458 12.62 6.0042
2020-10-20 2020-09-30 13F APPLE COM 037833100 72,513 53,489 281.17 8,398 21.01 5.3973
2020-07-14 2020-06-30 13F APPLE COM 037833100 19,024 404 2.17 6,940 46.57 5.7398
2020-04-20 2020-03-31 13F APPLE COM 037833100 18,620 -866 -4.44 4,735 -17.25 4.6318
2020-01-29 2019-12-31 13F APPLE COM 037833100 19,486 -687 -3.41 5,722 26.65 3.9568
2019-11-13 2019-09-30 13F APPLE COM 037833100 20,173 -318 -1.55 4,518 10.79 3.7279
2019-08-23 2019-06-30 13F/A-1 APPLE COM 037833100 20,491 -41 -0.20 4,078 4.56 3.5713
2019-08-21 2019-03-31 13F APPLE COM 037833100 20,532 20,532 3,900 3.4310
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.