Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionVectors Research Management, LLC
Latest Disclosed Ownership42,586 shares
Latest Disclosed Value $ 10,807,801
Vectors Research Management, LLC reports 4.64% increase in ownership of AAPL / Apple Inc.

On May 5, 2026 - Vectors Research Management, LLC filed a 13F-HR form disclosing ownership of 42,586 shares of Apple Inc. (CH:AAPL) valued at $10,807,801 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 40,696 shares of Apple Inc.. This represents a change in shares of 4.64% 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.

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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)
2026-05-05 2026-03-31 13F APPLE COM 037833100 42,586 1,890 4.64 10,808 -2.31 3.1569
2026-02-03 2025-12-31 13F APPLE COM 037833100 40,696 8,376 25.92 11,064 34.44 3.3767
2025-10-28 2025-09-30 13F APPLE COM 037833100 32,320 1,840 6.04 8,230 31.60 2.5935
2025-07-29 2025-06-30 13F APPLE COM 037833100 30,480 -75 -0.25 6,254 -7.87 2.1434
2025-04-23 2025-03-31 13F APPLE COM 037833100 30,555 -100 -0.33 6,787 -11.58 2.3736
2025-02-13 2024-12-31 13F APPLE COM 037833100 30,655 0 0.00 7,677 127,833.33 2.6152
2024-11-06 2024-09-30 13F APPLE COM 037833100 30,655 0 0.00 7 0.00 2.0961
2024-08-09 2024-06-30 13F APPLE COM 037833100 30,655 160 0.52 6 20.00 1.9824
2024-05-15 2024-03-31 13F APPLE COM 037833100 30,495 12,655 70.94 5 -16.67 1.4768
2024-02-12 2023-12-31 13F APPLE COM 037833100 17,840 -40,040 -69.18 7 -33.33 1.8759
2023-11-09 2023-09-30 13F APPLE COM 037833100 57,880 0 0.00 10 -18.18 3.2117
2023-08-08 2023-06-30 13F APPLE COM 037833100 57,880 -292 -0.50 11 22.22 3.1917
2023-05-04 2023-03-31 13F APPLE COM 037833100 58,172 -618 -1.05 10 28.57 2.4730
2023-02-08 2022-12-31 13F Apple COM 037833100 58,790 62 0.11 8 -99.91 1.9783
2022-11-08 2022-09-30 13F Apple COM 037833100 58,728 176 0.30 8,116 1.39 2.2950
2022-08-12 2022-06-30 13F Apple COM 037833100 58,552 217 0.37 8,005 -21.41 2.0301
2022-05-16 2022-03-31 13F Apple COM 037833100 58,335 -1,156 -1.94 10,186 -3.58 2.2340
2022-02-15 2021-12-31 13F Apple COM 037833100 59,491 1,079 1.85 10,564 27.82 2.2293
2021-11-12 2021-09-30 13F Apple COM 037833100 58,412 -37 -0.06 8,265 3.25 1.9476
2021-08-09 2021-06-30 13F APPLE COM 037833100 58,449 384 0.66 8,005 12.86 2.0410
2021-05-18 2021-03-31 13F Apple COM 037833100 58,065 -58 -0.10 7,093 -8.03 1.9539
2021-02-09 2020-12-31 13F APPLE COM 037833100 58,123 -538 -0.92 7,712 15.62 2.3693
2020-11-16 2020-09-30 13F APPLE COM 037833100 58,661 44,419 311.89 6,670 28.39 2.4431
2020-08-13 2020-06-30 13F APPLE COM 037833100 14,242 250 1.79 5,195 46.01 2.0491
2020-05-14 2020-03-31 13F APPLE COM 037833100 13,992 -387 -2.69 3,558 -15.73 1.6910
2020-02-14 2019-12-31 13F APPLE COM 037833100 14,379 882 6.53 4,222 39.66 1.6982
2019-11-15 2019-09-30 13F APPLE COM 037833100 13,497 -51 -0.38 3,023 12.76 1.4849
2019-08-12 2019-06-30 13F APPLE COM 037833100 13,548 -75 -0.55 2,681 3.59 1.4485
2019-07-15 2019-03-31 13F APPLE COM 037833100 13,623 10,877 396.10 2,588 497.69 1.4676
2019-02-12 2018-12-31 13F APPLE ORD COM 037833100 2,746 -15,159 -84.66 433 -87.08 0.2065
2018-11-14 2018-09-30 13F APPLE ORD COM 037833100 17,905 17,905 3,351 2.0618
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.