Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionLexAurum Advisors, LLC
Latest Disclosed Ownership82,002 shares
Latest Disclosed Value $ 20,811,254
LexAurum Advisors, LLC reports 12.18% increase in ownership of AAPL / Apple Inc.

On April 13, 2026 - LexAurum Advisors, LLC filed a 13F-HR form disclosing ownership of 82,002 shares of Apple Inc. (CH:AAPL) valued at $20,811,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 6, 2025 disclosing 73,098 shares of Apple Inc.. This represents a change in shares of 12.18% 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)
2026-04-13 2026-03-31 13F APPLE COM 037833100 82,002 8,904 12.18 20,811 11.81 2.6987
2025-11-06 2025-09-30 13F APPLE COM 037833100 73,098 5,341 7.88 18,613 33.90 2.6397
2025-07-17 2025-06-30 13F APPLE COM 037833100 67,757 1,355 2.04 13,902 -5.75 2.1947
2025-04-14 2025-03-31 13F APPLE COM 037833100 66,402 -2,048 -2.99 14,750 -13.95 2.8264
2025-01-21 2024-12-31 13F APPLE COM 037833100 68,450 285 0.42 17,141 7.93 3.3965
2024-10-17 2024-09-30 13F APPLE COM 037833100 68,165 -1,085 -1.57 15,883 8.89 3.4910
2024-07-15 2024-06-30 13F APPLE COM 037833100 69,250 -2,908 -4.03 14,586 17.88 3.5595
2024-04-10 2024-03-31 13F APPLE COM 037833100 72,158 -10,309 -12.50 12,374 -22.07 3.1105
2024-01-10 2023-12-31 13F APPLE COM 037833100 82,467 -710 -0.85 15,877 11.50 4.1620
2023-10-16 2023-09-30 13F APPLE COM 037833100 83,177 2,150 2.65 14,241 -9.39 4.1628
2023-07-25 2023-06-30 13F APPLE COM 037833100 81,027 7,818 10.68 15,717 30.19 4.7323
2023-04-11 2023-03-31 13F APPLE COM 037833100 73,209 -1,412 -1.89 12,072 24.52 4.0070
2023-01-23 2022-12-31 13F APPLE COM 037833100 74,621 -1,590 -2.09 9,695 -7.95 3.4716
2022-10-17 2022-09-30 13F APPLE COM 037833100 76,211 -5,767 -7.03 10,532 -6.03 4.0710
2022-08-05 2022-06-30 13F APPLE COM 037833100 81,978 2,522 3.17 11,208 -19.22 4.1913
2022-05-04 2022-03-31 13F APPLE COM 037833100 79,456 1,366 1.75 13,874 0.06 4.5250
2022-01-24 2021-12-31 13F APPLE COM 037833100 78,090 -1,427 -1.79 13,866 23.23 4.5136
2021-11-03 2021-09-30 13F APPLE COM 037833100 79,517 1,415 1.81 11,252 5.19 3.3223
2021-07-19 2021-06-30 13F APPLE COM 037833100 78,102 19,490 33.25 10,697 49.42 3.1679
2021-04-22 2021-03-31 13F APPLE COM 037833100 58,612 1,735 3.05 7,159 -5.14 2.4474
2021-01-20 2020-12-31 13F APPLE COM 037833100 56,877 2,580 4.75 7,547 20.02 2.7050
2020-10-22 2020-09-30 13F APPLE COM 037833100 54,297 40,696 299.21 6,288 26.72 2.5814
2020-07-22 2020-06-30 13F APPLE COM 037833100 13,601 684 5.30 4,962 51.05 2.7114
2020-04-22 2020-03-31 13F APPLE COM 037833100 12,917 1,065 8.99 3,285 -5.60 2.2769
2020-01-27 2019-12-31 13F APPLE COM 037833100 11,852 303 2.62 3,480 34.52 1.7181
2019-10-17 2019-09-30 13F APPLE COM 037833100 11,549 33 0.29 2,587 13.51 1.5312
2019-07-19 2019-06-30 13F APPLE COM 037833100 11,516 80 0.70 2,279 4.93 1.4072
2019-05-03 2019-03-31 13F APPLE COM 037833100 11,436 426 3.87 2,172 25.04 1.4375
2019-02-07 2018-12-31 13F APPLE COM 037833100 11,010 2,111 23.72 1,737 -13.54 1.3441
2018-11-08 2018-09-30 13F APPLE COM 037833100 8,899 2,018 29.33 2,009 57.69 1.4081
2018-08-07 2018-06-30 13F APPLE COM 037833100 6,881 666 10.72 1,274 22.15 1.1309
2018-05-09 2018-03-31 13F/A-1 APPLE COM 037833100 6,215 24 0.39 1,043 -4.84 0.8826
2018-05-07 2018-03-31 13F APPLE COM 037833100 6,191 0 1,096 1.0588
2018-02-09 2017-12-31 13F APPLE COM 037833100 6,191 6,191 1,096 1.0261
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.