Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership86,348 shares
Latest Disclosed Value $ 21,914,259
Aries Wealth Management reports 1.08% decrease in ownership of AAPL / Apple Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 86,348 shares of Apple Inc. (US:AAPL) valued at $21,914,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 87,287 shares of Apple Inc.. This represents a change in shares of -1.08% during the quarter. The current value of the position is $26,790,330 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 86,348 -939 -1.08 21,914 -7.65 4.8182
2026-01-30 2025-12-31 13F APPLE COM 037833100 87,287 -393 -0.45 23,730 6.29 5.2541
2025-11-10 2025-09-30 13F APPLE COM 037833100 87,680 -742 -0.84 22,326 23.06 5.2825
2025-07-28 2025-06-30 13F APPLE COM 037833100 88,422 -1,376 -1.53 18,142 -9.05 4.7407
2025-04-17 2025-03-31 13F APPLE COM 037833100 89,798 -1,701 -1.86 19,947 -12.95 5.4162
2025-01-30 2024-12-31 13F APPLE COM 037833100 91,499 -853 -0.92 22,913 6.48 6.3085
2024-10-31 2024-09-30 13F APPLE COM 037833100 92,352 -642 -0.69 21,518 9.86 5.9148
2024-07-25 2024-06-30 13F APPLE COM 037833100 92,994 -577 -0.62 19,586 22.07 6.1716
2024-05-03 2024-03-31 13F APPLE COM 037833100 93,571 -1,365 -1.44 16,046 -12.22 5.1712
2024-01-10 2023-12-31 13F APPLE COM 037833100 94,936 -1,450 -1.50 18,278 6.11 6.5181
2023-10-19 2023-09-30 13F APPLE COM 037833100 96,386 1,521 1.60 17,226 -6.38 6.7426
2023-07-14 2023-06-30 13F APPLE COM 037833100 94,865 -235 -0.25 18,401 17.34 7.1348
2023-04-11 2023-03-31 13F APPLE COM 037833100 95,100 111 0.12 15,682 27.06 6.4308
2023-01-19 2022-12-31 13F APPLE COM 037833100 94,989 1,147 1.22 12,342 -14.24 5.3199
2022-11-02 2022-09-30 13F APPLE COM 037833100 93,842 792 0.85 14,390 13.11 6.3687
2022-07-27 2022-06-30 13F APPLE COM 037833100 93,050 85,438 1,122.41 12,722 857.26 5.7762
2022-04-25 2022-03-31 13F APPLE COM 037833100 7,612 -86,067 -91.87 1,329 -92.01 0.5753
2022-06-06 2021-12-31 13F/A-1 APPLE COM 037833100 93,679 -2,732 -2.83 16,635 21.94 6.3390
2022-01-18 2021-12-31 13F APPLE COM 037833100 281,037 184,626 49,904 2.7311
2021-10-13 2021-09-30 13F APPLE COM 037833100 96,411 -277 -0.29 13,642 3.02 5.7707
2021-07-14 2021-06-30 13F APPLE COM 037833100 96,688 -485 -0.50 13,242 3.21 5.6640
2021-04-20 2021-03-31 13F APPLE COM 037833100 97,173 2,579 2.73 12,830 2.71 5.7633
2021-01-22 2020-12-31 13F APPLE COM 037833100 94,594 -1,410 -1.47 12,491 12.35 6.2404
2020-10-14 2020-09-30 13F APPLE COM 037833100 96,004 68,894 254.13 11,118 12.42 6.3103
2020-07-09 2020-06-30 13F APPLE COM 037833100 27,110 -315 -1.15 9,890 47.24 6.0369
2020-04-09 2020-03-31 13F APPLE COM 037833100 27,425 -535 -1.91 6,717 -19.86 5.1211
2020-01-13 2019-12-31 13F APPLE COM 037833100 27,960 -383 -1.35 8,382 25.20 5.1166
2019-10-22 2019-09-30 13F APPLE COM 037833100 28,343 -468 -1.62 6,695 13.78 4.4529
2019-07-15 2019-06-30 13F APPLE COM 037833100 28,811 -62 -0.21 5,884 7.29 4.1132
2019-04-09 2019-03-31 13F APPLE COM 037833100 28,873 448 1.58 5,484 22.30 4.1003
2019-01-15 2018-12-31 13F APPLE COM 037833100 28,425 -275 -0.96 4,484 -30.79 4.7550
2018-11-14 2018-09-30 13F APPLE COM 037833100 28,700 0 0.00 6,479 18.64 5.8179
2018-08-07 2018-06-30 13F APPLE COM 037833100 28,700 -155 -0.54 5,461 9.24 5.0484
2018-04-17 2018-03-31 13F APPLE COM 037833100 28,855 955 3.42 4,999 0.40 4.8431
2018-02-05 2017-12-31 13F APPLE COM 037833100 27,900 27,900 4,979 4.5849
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.