Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionWealth Architects, LLC
Latest Disclosed Ownership154,114 shares
Latest Disclosed Value $ 39,112,589
Wealth Architects, LLC reports 6.10% decrease in ownership of AAPL / Apple Inc.

On May 15, 2026 - Wealth Architects, LLC filed a 13F-HR form disclosing ownership of 154,114 shares of Apple Inc. (CH:AAPL) valued at $39,112,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 164,127 shares of Apple Inc.. This represents a change in shares of -6.10% 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)
2026-05-15 2026-03-31 13F APPLE Equities 037833100 154,114 -10,013 -6.10 39,113 -12.34 3.4863
2026-02-17 2025-12-31 13F APPLE COM 037833100 164,127 -12,370 -7.01 44,620 -0.72 4.0205
2025-11-13 2025-09-30 13F APPLE COM 037833100 176,497 -11,191 -5.96 44,942 16.71 4.2438
2025-07-25 2025-06-30 13F APPLE COM 037833100 187,688 -13,052 -6.50 38,508 -13.64 3.9120
2025-05-14 2025-03-31 13F/A-1 APPLE COM 037833100 200,740 25,337 14.45 44,590 1.52 4.9194
2025-05-12 2025-03-31 13F APPLE COM 037833100 587,281 411,878 17,953 1.9815
2025-02-10 2024-12-31 13F APPLE COM 037833100 175,403 -6,800 -3.73 43,924 3.47 4.9580
2024-10-31 2024-09-30 13F APPLE COM 037833100 182,203 12,052 7.08 42,453 18.46 4.8044
2024-08-08 2024-06-30 13F APPLE COM 037833100 170,151 45,017 35.98 35,837 67.02 4.3779
2024-05-13 2024-03-31 13F APPLE COM 037833100 125,134 -2,709 -2.12 21,458 -12.82 2.8278
2024-02-14 2023-12-31 13F APPLE COM 037833100 127,843 3,643 2.93 24,614 15.75 3.4530
2023-11-09 2023-09-30 13F APPLE COM 037833100 124,200 -2,064 -1.63 21,264 -13.18 3.6167
2023-08-02 2023-06-30 13F APPLE COM 037833100 126,264 -1,145 -0.90 24,491 16.57 4.0418
2023-04-21 2023-03-31 13F APPLE COM 037833100 127,409 -538 -0.42 21,010 26.38 3.7200
2023-02-10 2022-12-31 13F APPLE COM 037833100 127,947 -5,350 -4.01 16,624 -9.76 3.1448
2022-10-24 2022-09-30 13F APPLE COM 037833100 133,297 -610 -0.46 18,422 0.62 3.8558
2022-07-29 2022-06-30 13F APPLE COM 037833100 133,907 -914 -0.68 18,308 -22.23 3.5773
2022-05-17 2022-03-31 13F APPLE COM 037833100 134,821 10,496 8.44 23,541 6.64 4.0009
2022-01-19 2021-12-31 13F APPLE COM 037833100 124,325 -3,679 -2.87 22,076 21.88 3.8703
2021-11-09 2021-09-30 13F APPLE COM 037833100 128,004 -2,189 -1.68 18,113 1.58 3.5156
2021-08-09 2021-06-30 13F APPLE COM 037833100 130,193 -339 -0.26 17,831 11.84 3.4938
2021-04-29 2021-03-31 13F APPLE COM 037833100 130,532 51 0.04 15,944 -7.91 3.4519
2021-01-28 2020-12-31 13F APPLE COM 037833100 130,481 -2,783 -2.09 17,313 12.18 4.0282
2020-11-09 2020-09-30 13F APPLE COM 037833100 133,264 99,300 292.37 15,433 24.56 4.1870
2020-08-14 2020-06-30 13F APPLE COM 037833100 33,964 -3,042 -8.22 12,390 31.67 3.4748
2020-04-23 2020-03-31 13F APPLE COM 037833100 37,006 101 0.27 9,410 -13.17 3.2650
2020-01-28 2019-12-31 13F APPLE COM 037833100 36,905 -1,204 -3.16 10,837 26.97 3.0265
2019-10-23 2019-09-30 13F APPLE COM 037833100 38,109 -951 -2.43 8,535 10.40 2.5987
2019-07-12 2019-06-30 13F APPLE COM 037833100 39,060 -2,372 -5.73 7,731 -1.77 2.3286
2019-05-01 2019-03-31 13F APPLE COM 037833100 41,432 1,880 4.75 7,870 26.14 2.4536
2019-01-17 2018-12-31 13F APPLE COM 037833100 39,552 58 0.15 6,239 -30.02 2.2420
2018-10-04 2018-09-30 13F APPLE COM 037833100 39,494 117 0.30 8,915 22.31 2.7508
2018-07-19 2018-06-30 13F APPLE COM 037833100 39,377 -1,076 -2.66 7,289 7.40 2.3594
2018-04-13 2018-03-31 13F APPLE COM 037833100 40,453 7,465 22.63 6,787 21.57 2.2478
2018-04-13 2017-12-31 13F/A-1 APPLE COM 037833100 32,988 8,636 35.46 5,583 44.90 1.8310
2018-01-30 2017-12-31 13F APPLE COM 037833100 32,988 8,636 5,583 1.8263
2017-11-08 2017-09-30 13F APPLE COM 037833100 24,352 2 0.01 3,853 9.90 1.3398
2017-08-10 2017-06-30 13F APPLE COM 037833100 24,350 -1,096 -4.31 3,506 -4.10 1.3051
2017-05-02 2017-03-31 13F APPLE COM 037833100 25,446 -1,503 -5.58 3,656 17.14 1.4531
2017-02-09 2016-12-31 13F APPLE COM 037833100 26,949 198 0.74 3,121 3.21 1.3895
2016-11-07 2016-09-30 13F APPLE COM 037833100 26,751 3,893 17.03 3,024 38.46 1.3996
2016-08-08 2016-06-30 13F APPLE COM 037833100 22,858 -8,966 -28.17 2,184 -37.04 1.0577
2016-05-12 2016-03-31 13F APPLE COM 037833100 31,824 -266 -0.83 3,469 2.69 1.7314
2016-02-11 2015-12-31 13F APPLE COM 037833100 32,090 7,134 28.59 3,378 22.75 1.6700
2015-11-10 2015-09-30 13F APPLE COM 037833100 24,956 -2,300 -8.44 2,752 -19.49 1.4775
2015-08-06 2015-06-30 13F APPLE COM 037833100 27,256 13,575 99.23 3,418 100.82 1.8372
2015-04-28 2015-03-31 13F APPLE COM 037833100 13,681 -6,928 -33.62 1,702 -25.19 0.9801
2015-02-11 2014-12-31 13F APPLE COM 037833100 20,609 20,609 2,275 1.3367
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.