Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership234,310 shares
Latest Disclosed Value $ 59,465,590
Apriem Advisors reports 0.87% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 234,310 shares of Apple Inc. (US:AAPL) valued at $59,465,535 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 236,367 shares of Apple Inc.. This represents a change in shares of -0.87% during the quarter. The current value of the position is $72,697,021 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)
2026-05-14 2026-03-31 13F APPLE COM 037833100 234,310 -2,057 -0.87 59,466 -7.46 5.6751
2026-02-13 2025-12-31 13F APPLE COM 037833100 236,367 2,121 0.91 64,259 7.73 5.8975
2025-11-10 2025-09-30 13F APPLE COM 037833100 234,246 2,325 1.00 59,646 25.35 5.6429
2025-08-14 2025-06-30 13F APPLE COM 037833100 231,921 -3,059 -1.30 47,583 -8.84 5.0588
2025-05-15 2025-03-31 13F APPLE COM 037833100 234,980 -1,201 -0.51 52,196 -11.75 6.1157
2025-02-05 2024-12-31 13F APPLE COM 037833100 236,181 -395 -0.17 59,144 7.30 6.7742
2024-11-14 2024-09-30 13F APPLE COM 037833100 236,576 -7,528 -3.08 55,122 7.21 6.4382
2024-08-14 2024-06-30 13F APPLE COM 037833100 244,104 -4,989 -2.00 51,413 20.37 6.2942
2024-05-15 2024-03-31 13F APPLE COM 037833100 249,093 -12,046 -4.61 42,714 -15.04 5.3662
2024-02-14 2023-12-31 13F APPLE COM 037833100 261,139 1,479 0.57 50,277 13.09 6.7171
2023-11-13 2023-09-30 13F APPLE COM 037833100 259,660 -167 -0.06 44,456 -11.79 6.5145
2023-08-08 2023-06-30 13F APPLE COM 037833100 259,827 -771 -0.30 50,399 17.28 7.5572
2023-05-12 2023-03-31 13F APPLE COM 037833100 260,598 -5,603 -2.10 42,973 24.24 6.8755
2023-02-13 2022-12-31 13F APPLE COM 037833100 266,201 -3,336 -1.24 34,588 -7.15 5.9940
2022-11-14 2022-09-30 13F APPLE COM 037833100 269,537 -1,717 -0.63 37,250 0.44 6.7157
2022-08-08 2022-06-30 13F APPLE COM 037833100 271,254 -2,589 -0.95 37,086 -22.44 6.3878
2022-05-10 2022-03-31 13F APPLE COM 037833100 273,843 -2,942 -1.06 47,816 -2.71 7.0148
2022-02-09 2021-12-31 13F APPLE COM 037833100 276,785 -696 -0.25 49,149 25.18 6.9544
2021-11-12 2021-09-30 13F APPLE COM 037833100 277,481 1,427 0.52 39,264 3.85 5.6319
2021-08-10 2021-06-30 13F APPLE COM 037833100 276,054 -1,271 -0.46 37,808 11.61 5.6406
2021-05-10 2021-03-31 13F APPLE COM 037833100 277,325 14,066 5.34 33,875 -3.03 5.2484
2021-02-04 2020-12-31 13F APPLE COM 037833100 263,259 -17,165 -6.12 34,932 7.56 6.2271
2020-11-10 2020-09-30 13F APPLE COM 037833100 280,424 209,040 292.84 32,476 24.71 5.9612
2020-08-07 2020-06-30 13F APPLE COM 037833100 71,384 10,415 17.08 26,041 67.96 5.3504
2020-05-07 2020-03-31 13F APPLE CS 037833100 60,969 -4,127 -6.34 15,504 -18.89 3.7571
2020-02-10 2019-12-31 13F APPLE COM 037833100 65,096 -466 -0.71 19,115 30.18 3.6647
2019-11-12 2019-09-30 13F APPLE COM 037833100 65,562 -4,248 -6.09 14,684 6.27 3.2550
2019-08-14 2019-06-30 13F APPLE COM 037833100 69,810 256 0.37 13,817 4.58 4.3281
2019-05-15 2019-03-31 13F APPLE COM 037833100 69,554 3,646 5.53 13,212 27.09 3.4967
2019-02-19 2018-12-31 13F APPLE COM 037833100 65,908 9,592 17.03 10,396 -18.23 3.6559
2018-11-14 2018-09-30 13F APPLE cs 037833100 56,316 652 1.17 12,713 23.38 2.7828
2018-08-14 2018-06-30 13F APPLE cs 037833100 55,664 -948 -1.67 10,304 8.49 2.3148
2018-05-11 2018-03-31 13F APPLE cs 037833100 56,612 -203 -0.36 9,498 -1.22 2.3173
2018-02-14 2017-12-31 13F APPLE cs 037833100 56,815 -1,309 -2.25 9,615 7.33 2.3828
2017-11-14 2017-09-30 13F APPLE cs 037833100 58,124 -294 -0.50 8,958 6.48 2.2275
2017-08-04 2017-06-30 13F APPLE cs 037833100 58,418 1,395 2.45 8,413 2.70 2.2292
2017-05-13 2017-03-31 13F APPLE cs 037833100 57,023 -89 -0.16 8,192 23.84 2.2251
2017-02-14 2016-12-31 13F APPLE cs 037833100 57,112 -4,877 -7.87 6,615 -5.61 1.9640
2016-11-14 2016-09-30 13F APPLE cs 037833100 61,989 -43,857 -41.43 7,008 -30.74 2.0886
2016-08-12 2016-06-30 13F APPLE cs 037833100 105,846 18,067 20.58 10,119 5.77 3.2895
2016-05-13 2016-03-31 13F APPLE cs 037833100 87,779 1,847 2.15 9,567 5.77 3.7646
2016-02-09 2015-12-31 13F APPLE cs 037833100 85,932 -574 -0.66 9,045 -5.21 3.2238
2015-11-13 2015-09-30 13F APPLE cs 037833100 86,506 -3,435 -3.82 9,542 -15.42 3.5301
2015-08-14 2015-06-30 13F APPLE cs 037833100 89,941 5,763 6.85 11,281 7.70 3.8748
2015-05-07 2015-03-31 13F APPLE cs 037833100 84,178 -3,254 -3.72 10,474 8.53 3.6297
2015-02-12 2014-12-31 13F APPLE cs 037833100 87,432 -333 -0.38 9,651 9.15 3.5554
2014-11-10 2014-09-30 13F APPLE cs 037833100 87,765 -2,546 -2.82 8,842 5.35 3.3775
2014-08-11 2014-06-30 13F APPLE cs 037833100 90,311 77,464 602.97 8,393 21.71 3.2046
2014-05-13 2014-03-31 13F APPLE cs 037833100 12,847 -259 -1.98 6,896 -6.22 2.6085
2014-02-14 2013-12-31 13F APPLE cs 037833100 13,106 195 1.51 7,353 19.46 2.8810
2013-11-06 2013-09-30 13F APPLE cs 037833100 12,911 -70 -0.54 6,155 19.58 2.6715
2013-08-15 2013-06-30 13F APPLE cs 037833100 12,981 12,981 5,147 2.5216
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.