Apple Inc.
PL ˙ WSE ˙ US0378331005
1.156,00 PLN ↑56,00 (5,09%)
2026-06-03
AKTIENPREIS
SecurityPL:AAPL / Apple Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership426,381 shares
Latest Disclosed Value $ 108,211,142
Sowell Financial Services LLC reports 0.30% decrease in ownership of AAPL / Apple Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 426,381 shares of Apple Inc. (PL:AAPL) valued at $393,549,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 427,645 shares of Apple Inc.. This represents a change in shares of -0.30% during the quarter. The current value of the position is $492,896,436 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.

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)
2026-04-20 2026-03-31 13F APPLE COM 037833100 426,381 -1,264 -0.30 108,211 -6.92 4.0018
2026-01-21 2025-12-31 13F APPLE COM 037833100 427,645 25,181 6.26 116,260 13.45 4.2706
2025-10-17 2025-09-30 13F APPLE COM 037833100 402,464 -1,171 -0.29 102,479 23.75 3.9324
2025-07-14 2025-06-30 13F APPLE COM 037833100 403,635 3,892 0.97 82,814 -6.74 3.3727
2025-04-17 2025-03-31 13F APPLE COM 037833100 399,743 2,247 0.57 88,795 -10.80 4.0410
2025-02-07 2024-12-31 13F APPLE COM 037833100 397,496 -5,143 -1.28 99,541 6.10 5.2349
2024-10-04 2024-09-30 13F APPLE COM 037833100 402,639 -591 -0.15 93,815 10.46 4.3582
2024-08-13 2024-06-30 13F APPLE COM 037833100 403,230 14,895 3.84 84,928 27.53 4.0556
2024-05-03 2024-03-31 13F APPLE COM 037833100 388,335 -16,974 -4.19 66,592 -14.66 3.1411
2024-01-24 2023-12-31 13F APPLE COM 037833100 405,309 819 0.20 78,034 12.68 4.2273
2023-11-08 2023-09-30 13F APPLE COM 037833100 404,490 -17,134 -4.06 69,253 -15.32 4.3462
2023-08-14 2023-06-30 13F APPLE COM 037833100 421,624 106,451 33.78 81,782 160,256.86 4.5589
2023-05-12 2023-03-31 13F APPLE STOCK 037833100 315,173 -109,346 -25.76 52 -7.27 4.0101
2023-02-09 2022-12-31 13F Apple Stock 037833100 424,519 424,519 55 3.5705
2022-08-15 2022-06-30 13F APPLE Stock 037833100 0 -98,857 -100.00 0 -100.00
2022-05-13 2022-03-31 13F APPLE Stock 037833100 98,857 -246,057 -71.34 15,775 -74.24 2.7560
2022-02-09 2021-12-31 13F APPLE INC COM Stock 037833100 344,914 4,154 1.22 61,246 27.02 3.5119
2021-11-04 2021-09-30 13F APPLE INC COM Stock 037833100 340,760 -9,215 -2.63 48,218 0.59 3.2563
2021-08-05 2021-06-30 13F APPLE INC COM Stock 037833100 349,975 -185,039 -34.59 47,933 -30.95 3.1757
2021-05-07 2021-03-31 13F APPLE INC COM Stock 037833100 535,014 11,845 2.26 69,413 -0.01 2.4160
2021-01-13 2020-12-31 13F APPLE INC COM COM 037833100 523,169 -3,869 -0.73 69,419 13.73 2.9655
2020-11-12 2020-09-30 13F APPLE INC COM COM 037833100 527,038 396,733 304.46 61,036 28.40 3.0484
2020-08-13 2020-06-30 13F APPLE INC COM Stock 037833100 130,305 12,034 10.17 47,535 58.05 2.6125
2020-05-12 2020-03-31 13F APPLE INC COM Stock 037833100 118,271 -1,437 -1.20 30,075 -14.44 2.2256
2020-02-07 2019-12-31 13F APPLE INC COM Stock 037833100 119,708 -1,587 -1.31 35,152 29.40 2.6787
2019-11-14 2019-09-30 13F APPLE INC COM COM 037833100 121,295 19,268 18.89 27,166 40.18 2.2446
2019-05-15 2019-03-31 13F APPLE INC COM Stock 037833100 102,027 8,146 8.68 19,380 30.87 2.1636
2019-03-05 2018-12-31 13F APPLE COM 037833100 93,881 7,256 8.38 14,809 -24.27 2.0975
2018-11-13 2018-09-30 13F APPLE COM 037833100 86,625 528 0.61 19,555 8.74 2.8389
2018-08-14 2018-06-30 13F APPLE COM 037833100 86,097 10,080 13.26 17,983 33.98 3.8167
2018-05-10 2018-03-31 13F APPLE COM 037833100 76,017 -493 -0.64 13,422 -2.14 3.3540
2018-01-29 2017-12-31 13F APPLE COM 037833100 76,510 1,695 2.27 13,715 9.84 3.3532
2017-11-07 2017-09-30 13F APPLE COM 037833100 74,815 1,101 1.49 12,486 5.81 3.2553
2017-08-14 2017-06-30 13F APPLE COM 037833100 73,714 5,171 7.54 11,800 12.27 3.3494
2017-05-31 2017-03-31 13F APPLE COM 037833100 68,543 16,710 32.24 10,510 50.19 3.1034
2017-02-27 2016-12-31 13F Apple COM 037833100 51,833 51,833 6,998 2.3431
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.