Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership121,995 shares
Latest Disclosed Value $ 30,961,081
Legacy Advisors, LLC reports 3.64% decrease in ownership of AAPL / Apple Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 121,995 shares of Apple Inc. (CH:AAPL) valued at $30,961,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 126,601 shares of Apple Inc.. This represents a change in shares of -3.64% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 121,995 -4,606 -3.64 30,961 -10.04 3.6501
2026-01-27 2025-12-31 13F APPLE COM 037833100 126,601 9,342 7.97 34,418 15.27 3.6969
2025-11-13 2025-09-30 13F APPLE COM 037833100 117,259 92,947 382.31 29,858 25,202.54 3.6867
2025-08-07 2025-06-30 13F APPLE COM 037833100 24,312 -164,113 -87.10 118 -99.72 1.8721
2025-04-23 2025-03-31 13F APPLE COM 037833100 188,425 16,014 9.29 41,855 -3.06 4.3078
2025-02-14 2024-12-31 13F APPLE COM 037833100 172,411 24,470 16.54 43,175 25.25 4.1894
2024-11-13 2024-09-30 13F APPLE COM 037833100 147,941 1,281 0.87 34,470 11.59 3.7325
2024-07-30 2024-06-30 13F APPLE COM 037833100 146,660 18,808 14.71 30,890 40.89 3.7549
2024-04-30 2024-03-31 13F APPLE COM 037833100 127,852 -1,945 -1.50 21,924 -12.27 2.7702
2024-02-12 2023-12-31 13F APPLE COM 037833100 129,797 11,674 9.88 24,990 23.57 3.2188
2023-11-14 2023-09-30 13F APPLE COM 037833100 118,123 8,712 7.96 20,224 -4.71 3.2582
2023-07-20 2023-06-30 13F APPLE COM 037833100 109,411 19,909 22.24 21,223 43.80 3.1495
2023-05-01 2023-03-31 13F APPLE COM 037833100 89,502 6,699 8.09 14,759 37.18 2.7217
2023-02-01 2022-12-31 13F APPLE Common Stock 037833100 82,803 8,108 10.85 10,759 4.21 1.9688
2022-11-09 2022-09-30 13F APPLE COM 037833100 74,695 -771 -1.02 10,323 0.05 2.2800
2022-07-25 2022-06-30 13F APPLE COM 037833100 75,466 -210 -0.28 10,318 -21.92 2.1693
2022-05-11 2022-03-31 13F APPLE COM 037833100 75,676 21,175 38.85 13,214 36.54 2.5659
2022-02-14 2021-12-31 13F APPLE COM 037833100 54,501 -540 -0.98 9,678 24.27 3.5507
2021-10-13 2021-09-30 13F APPLE COM 037833100 55,041 170 0.31 7,788 3.63 3.1138
2021-07-13 2021-06-30 13F APPLE COM 037833100 54,871 -296 -0.54 7,515 11.52 3.0507
2021-04-12 2021-03-31 13F APPLE COM 037833100 55,167 3,174 6.10 6,739 -2.32 2.9766
2021-01-15 2020-12-31 13F APPLE COM 037833100 51,993 -1,591 -2.97 6,899 11.17 3.9201
2020-10-08 2020-09-30 13F APPLE COM 037833100 53,584 40,338 304.53 6,206 28.44 4.0989
2020-07-09 2020-06-30 13F APPLE COM 037833100 13,246 -2,499 -15.87 4,832 20.68 3.8357
2020-04-15 2020-03-31 13F APPLE COM 037833100 15,745 -2,687 -14.58 4,004 -26.03 4.0070
2020-01-21 2019-12-31 13F APPLE COM 037833100 18,432 1,439 8.47 5,413 42.22 3.4349
2019-10-10 2019-09-30 13F APPLE INC COM COM 037833100 16,993 -169 -0.98 3,806 12.04 2.8467
2019-07-15 2019-06-30 13F APPLE INC COM COM 037833100 17,162 5 0.03 3,397 4.23 2.2965
2019-04-12 2019-03-31 13F/A-1 APPLE INC COM COM 037833100 17,157 645 3.91 3,259 25.11 2.2085
2019-04-08 2019-03-31 13F APPLE INC COM COM 037833100 17,157 645 3,259
2019-01-14 2018-12-31 13F APPLE INC COM COM 037833100 16,512 6,225 60.51 2,605 12.19 1.9761
2018-10-18 2018-09-30 13F APPLE INC COM COM 037833100 10,287 3,176 44.66 2,322 76.44 1.1434
2018-07-19 2018-06-30 13F APPLE INC COM COM 037833100 7,111 119 1.70 1,316 7.69 0.9830
2018-04-17 2018-03-31 13F APPLE INC COM COM 037833100 6,992 359 5.41 1,222 8.91 0.9022
2018-01-26 2017-12-31 13F APPLE INC COM COM 037833100 6,633 -70 -1.04 1,122 8.62 1.0936
2017-11-03 2017-09-30 13F/A-1 Apple COM 037833100 6,703 1,664 33.02 1,033 42.48 1.1508
2017-11-01 2017-09-30 13F Apple COM 037833100 5,039 0 725
2017-11-01 2017-06-30 13F Apple COM 037833100 5,039 0 0.00 725 0.28 0.9253
2017-11-02 2017-03-31 13F Apple COM 037833100 5,039 -50 -0.98 723 22.75 0.9767
2017-11-03 2016-12-31 13F Apple COM 037833100 5,089 5,089 589 0.8047
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.