Apple Inc.
PL ˙ WSE ˙ US0378331005
1.156,00 PLN ↑56,00 (5,09%)
2026-06-03
AKTIENPREIS
SecurityPL:AAPL / Apple Inc.
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership141,471 shares
Latest Disclosed Value $ 35,903,904
One Wealth Advisors, LLC reports 5.29% decrease in ownership of AAPL / Apple Inc.

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 141,471 shares of Apple Inc. (PL:AAPL) valued at $130,577,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 149,370 shares of Apple Inc.. This represents a change in shares of -5.29% during the quarter. The current value of the position is $163,540,476 USD.

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)
2026-04-21 2026-03-31 13F APPLE COM 037833100 141,471 -7,899 -5.29 35,904 -11.58 4.4709
2026-02-02 2025-12-31 13F APPLE COM 037833100 149,370 -10,939 -6.82 40,608 -0.52 4.9618
2025-11-03 2025-09-30 13F APPLE COM 037833100 160,309 -8,275 -4.91 40,820 18.01 5.1224
2025-07-17 2025-06-30 13F APPLE COM 037833100 168,584 -8,569 -4.84 34,588 -12.10 4.8100
2025-05-06 2025-03-31 13F APPLE COM 037833100 177,153 -8,568 -4.61 39,351 -15.39 5.8740
2025-01-24 2024-12-31 13F APPLE COM 037833100 185,721 -11,385 -5.78 46,508 1.27 6.9004
2024-10-16 2024-09-30 13F APPLE COM 037833100 197,106 14,032 7.66 45,926 16.01 7.0464
2024-08-13 2024-06-30 13F APPLE COM 037833100 183,074 -36,040 -16.45 39,588 5.36 8.4834
2024-04-15 2024-03-31 13F APPLE COM 037833100 219,114 26,920 14.01 37,574 1.54 6.5384
2024-02-13 2023-12-31 13F APPLE COM 037833100 192,194 26,950 16.31 37,003 30.79 7.1246
2023-11-01 2023-09-30 13F APPLE COM 037833100 165,244 -8,361 -4.82 28,291 -15.99 6.2881
2023-08-14 2023-06-30 13F APPLE COM 037833100 173,605 -5,767 -3.22 33,674 13.85 7.0942
2023-05-15 2023-03-31 13F APPLE COM 037833100 179,372 -3,406 -1.86 29,578 24.55 6.8326
2023-02-14 2022-12-31 13F Apple Common Stock 037833100 182,778 625 0.34 23,748 -5.66 5.4235
2022-11-14 2022-09-30 13F Apple Common Stock 037833100 182,153 1,115 0.62 25,174 1.70 8.2378
2022-08-15 2022-06-30 13F Apple Common Stock 037833100 181,038 9,184 5.34 24,752 -17.51 6.6279
2022-05-16 2022-03-31 13F Apple Common Stock 037833100 171,854 17,718 11.50 30,007 9.63 7.3466
2022-02-14 2021-12-31 13F Apple Common Stock 037833100 154,136 6,338 4.29 27,370 30.88 6.9415
2021-11-15 2021-09-30 13F Apple Common Stock 037833100 147,798 20,795 16.37 20,913 20.23 6.1314
2021-08-16 2021-06-30 13F Apple Common Stock 037833100 127,003 -1,345 -1.05 17,394 10.95 5.5072
2021-05-17 2021-03-31 13F Apple Common Stock 037833100 128,348 -2,746 -2.09 15,678 -9.87 6.0102
2021-02-16 2020-12-31 13F Apple Common Stock 037833100 131,094 -6,830 -4.95 17,395 8.90 9.4483
2020-11-16 2020-09-30 13F Apple Common Stock 037833100 137,924 102,635 290.84 15,973 24.07 11.0166
2020-08-14 2020-06-30 13F Apple Common Stock 037833100 35,289 -3,372 -8.72 12,874 30.95 10.2257
2020-05-15 2020-03-31 13F Apple Common Stock 037833100 38,661 3,922 11.29 9,831 -3.63 9.7420
2020-02-13 2019-12-31 13F Apple Common Stock 037833100 34,739 -2,734 -7.30 10,201 21.54 7.5354
2019-11-14 2019-09-30 13F Apple Common Stock 037833100 37,473 -11,650 -23.72 8,393 -13.67 7.3364
2019-08-14 2019-06-30 13F Apple Common Stock 037833100 49,123 41,244 523.47 9,722 549.43 8.0432
2019-05-15 2019-03-31 13F Apple Common Stock 037833100 7,879 7,879 1,497 1.2223
2019-02-15 2018-12-31 13F Apple Common Stock 037833100 0 -7,925 -100.00 0 -100.00
2018-11-14 2018-09-30 13F Apple Common Stock 037833100 7,925 -2,013 -20.26 1,789 -2.77 1.3691
2018-08-14 2018-06-30 13F Apple Common Stock 037833100 9,938 9,938 1,840 1.4694
2018-05-15 2018-03-31 13F Apple Common Stock 037833100 0 -9,864 -100.00 0 -100.00
2018-02-14 2017-12-31 13F Apple Common Stock 037833100 9,864 9,864 1,670 1.3569
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.