Apple Inc.
CL ˙ SNSE ˙ US0378331005
SecurityCL:AAPL / Apple Inc.
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership29,898 shares
Latest Disclosed Value $ 7,587,736
Youngs Advisory Group, Inc. reports 0.19% decrease in ownership of AAPL / Apple Inc.

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 29,898 shares of Apple Inc. (CL:AAPL) valued at $7,587,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 29,956 shares of Apple Inc.. This represents a change in shares of -0.19% 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)
2026-04-22 2026-03-31 13F APPLE COM 037833100 29,898 -58 -0.19 7,588 -6.83 2.6962
2026-01-14 2025-12-31 13F APPLE COM 037833100 29,956 -5,367 -15.19 8,144 -9.46 2.8980
2025-10-22 2025-09-30 13F APPLE COM 037833100 35,323 -388 -1.09 8,994 22.75 3.2006
2025-07-17 2025-06-30 13F APPLE COM 037833100 35,711 2,857 8.70 7,327 0.40 2.7848
2025-05-09 2025-03-31 13F APPLE COM 037833100 32,854 730 2.27 7,298 -9.27 3.0400
2025-02-13 2024-12-31 13F APPLE COM 037833100 32,124 -2,329 -6.76 8,044 0.21 3.4097
2024-11-07 2024-09-30 13F APPLE COM 037833100 34,453 -1,199 -3.36 8,028 6.90 3.3277
2024-07-19 2024-06-30 13F APPLE COM 037833100 35,652 -2,813 -7.31 7,509 13.86 3.2953
2024-05-06 2024-03-31 13F APPLE COM 037833100 38,465 2,331 6.45 6,596 -5.19 2.9455
2024-01-31 2023-12-31 13F APPLE COM 037833100 36,134 -610 -1.66 6,957 10.57 3.4851
2023-11-03 2023-09-30 13F APPLE COM 037833100 36,744 1,874 5.37 6,291 -6.98 3.4207
2023-08-10 2023-06-30 13F APPLE COM 037833100 34,870 -313 -0.89 6,764 16.58 3.6829
2023-05-03 2023-03-31 13F APPLE COM 037833100 35,183 -1,777 -4.81 5,802 20.80 3.2504
2023-01-25 2022-12-31 13F APPLE COM 037833100 36,960 -832 -2.20 4,802 -8.06 2.8356
2022-10-18 2022-09-30 13F APPLE COM 037833100 37,792 -1,713 -4.34 5,223 -3.30 3.3602
2022-07-13 2022-06-30 13F APPLE COM 037833100 39,505 824 2.13 5,401 -20.03 3.3154
2022-04-29 2022-03-31 13F APPLE COM 037833100 38,681 1,176 3.14 6,754 1.41 3.8961
2022-01-26 2021-12-31 13F APPLE COM 037833100 37,505 -94 -0.25 6,660 25.19 4.2017
2021-10-15 2021-09-30 13F APPLE COM 037833100 37,599 1,939 5.44 5,320 8.93 4.0119
2021-07-21 2021-06-30 13F APPLE COM 037833100 35,660 1,067 3.08 4,884 15.60 5.2070
2021-04-14 2021-03-31 13F APPLE COM 037833100 34,593 535 1.57 4,225 -6.51 5.2791
2021-01-19 2020-12-31 13F APPLE COM 037833100 34,058 616 1.84 4,519 16.68 6.1054
2020-10-22 2020-09-30 13F APPLE COM 037833100 33,442 24,922 292.51 3,873 24.61 7.1592
2020-07-28 2020-06-30 13F APPLE COM 037833100 8,520 -106 -1.23 3,108 41.72 6.3072
2020-04-28 2020-03-31 13F APPLE COM 037833100 8,626 -224 -2.53 2,193 -15.62 2.4957
2020-02-04 2019-12-31 13F APPLE COM 037833100 8,850 -230 -2.53 2,599 27.78 2.1039
2019-10-28 2019-09-30 13F APPLE COM 037833100 9,080 -231 -2.48 2,034 10.36 1.7380
2019-07-16 2019-06-30 13F APPLE COM 037833100 9,311 -255 -2.67 1,843 1.43 1.5506
2019-04-30 2019-03-31 13F APPLE COM 037833100 9,566 112 1.18 1,817 21.86 1.5760
2019-02-12 2018-12-31 13F APPLE COM 037833100 9,454 -555 -5.55 1,491 -34.00 1.3098
2018-11-01 2018-09-30 13F APPLE COM 037833100 10,009 30 0.30 2,259 22.31 1.5776
2018-08-07 2018-06-30 13F APPLE COM 037833100 9,979 -35 -0.35 1,847 9.94 1.2896
2018-04-24 2018-03-31 13F APPLE COM 037833100 10,014 -87 -0.86 1,680 -1.70 1.2078
2018-01-24 2017-12-31 13F APPLE COM 037833100 10,101 26 0.26 1,709 10.05 1.2976
2017-10-24 2017-09-30 13F APPLE COM 037833100 10,075 -550 -5.18 1,553 1.50 1.2107
2017-07-10 2017-06-30 13F APPLE COM 037833100 10,625 -165 -1.53 1,530 -1.29 1.2030
2017-04-24 2017-03-31 13F APPLE COM 037833100 10,790 -210 -1.91 1,550 21.66 1.2226
2017-01-27 2016-12-31 13F APPLE COM 037833100 11,000 -45 -0.41 1,274 2.00 0.9970
2016-10-21 2016-09-30 13F APPLE COM 037833100 11,045 85 0.78 1,249 19.18 1.0464
2016-07-19 2016-06-30 13F APPLE COM 037833100 10,960 -60 -0.54 1,048 -12.74 0.8770
2016-04-19 2016-03-31 13F APPLE COM 037833100 11,020 -41 -0.37 1,201 3.18 1.0210
2016-01-27 2015-12-31 13F APPLE COM 037833100 11,061 11,061 1,164 1.1102
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.