Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionArjuna Capital
Latest Disclosed Ownership112,874 shares
Latest Disclosed Value $ 28,646,241
Arjuna Capital reports 2.93% increase in ownership of AAPL / Apple Inc.

On May 6, 2026 - Arjuna Capital filed a 13F-HR form disclosing ownership of 112,874 shares of Apple Inc. (US:AAPL) valued at $28,646,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 109,663 shares of Apple Inc.. This represents a change in shares of 2.93% during the quarter. The current value of the position is $35,129,775 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)
2026-05-06 2026-03-31 13F APPLE COM 037833100 112,874 3,211 2.93 28,646 -3.91 7.2841
2026-02-05 2025-12-31 13F APPLE COM 037833100 109,663 -278 -0.25 29,813 6.49 7.3040
2025-11-04 2025-09-30 13F APPLE COM 037833100 109,941 -5,524 -4.78 27,994 18.17 6.9584
2025-08-13 2025-06-30 13F APPLE COM 037833100 115,465 -4,808 -4.00 23,690 -11.33 6.2446
2025-05-09 2025-03-31 13F APPLE COM 037833100 120,273 -15,689 -11.54 26,716 -21.53 7.3948
2025-02-07 2024-12-31 13F APPLE COM 037833100 135,962 -2,868 -2.07 34,048 5.26 9.0599
2024-11-05 2024-09-30 13F APPLE COM 037833100 138,830 -1,953 -1.39 32,347 9.09 8.3778
2024-07-29 2024-06-30 13F APPLE COM 037833100 140,783 3,390 2.47 29,652 25.85 7.9778
2024-05-13 2024-03-31 13F APPLE COM 037833100 137,393 3,321 2.48 23,560 -8.72 6.6798
2024-02-08 2023-12-31 13F APPLE COM 037833100 134,072 10,422 8.43 25,813 21.93 8.0793
2023-11-09 2023-09-30 13F APPLE COM 037833100 123,650 4,311 3.61 21,170 -8.55 7.5833
2023-08-09 2023-06-30 13F APPLE COM 037833100 119,339 -2,881 -2.36 23,148 14.86 8.2010
2023-05-15 2023-03-31 13F APPLE COM 037833100 122,220 -15,539 -11.28 20,154 12.60 7.9066
2023-02-06 2022-12-31 13F APPLE COM 037833100 137,759 5,024 3.78 17,899 -2.43 8.2532
2022-11-01 2022-09-30 13F APPLE COM 037833100 132,735 4,339 3.38 18,344 4.50 9.0186
2022-07-22 2022-06-30 13F APPLE COM 037833100 128,396 523 0.41 17,554 -21.38 8.4995
2022-05-12 2022-03-31 13F APPLE COM 037833100 127,873 -3,836 -2.91 22,328 -4.53 9.3066
2022-02-11 2021-12-31 13F APPLE COM 037833100 131,709 682 0.52 23,388 26.15 8.5634
2021-11-08 2021-09-30 13F APPLE COM 037833100 131,027 4,287 3.38 18,540 6.81 7.5341
2021-08-11 2021-06-30 13F APPLE COM 037833100 126,740 5,788 4.79 17,358 17.49 7.5026
2021-05-11 2021-03-31 13F APPLE COM 037833100 120,952 6,875 6.03 14,774 -2.40 7.2646
2021-02-09 2020-12-31 13F APPLE COM 037833100 114,077 2,008 1.79 15,137 16.63 8.3785
2020-11-05 2020-09-30 13F APPLE COM 037833100 112,069 84,244 302.76 12,979 27.86 8.0546
2020-08-13 2020-06-30 13F APPLE COM 037833100 27,825 53 0.19 10,151 43.74 7.0032
2020-05-11 2020-03-31 13F APPLE COM 037833100 27,772 -505 -1.79 7,062 -14.96 5.8917
2020-01-30 2019-12-31 13F APPLE COM 037833100 28,277 -694 -2.40 8,304 27.97 6.0116
2019-11-06 2019-09-30 13F APPLE COM 037833100 28,971 1,768 6.50 6,489 20.52 5.5333
2019-08-21 2019-06-30 13F/A-1 APPLE COM 037833100 27,203 1,209 4.65 5,384 9.03 3.8708
2019-08-08 2019-06-30 13F APPLE COM 037833100 26,769 775 5,298
2019-05-14 2019-03-31 13F APPLE COM 037833100 25,994 -1,280 -4.69 4,938 14.78 3.8180
2019-01-31 2018-12-31 13F APPLE COM 037833100 27,274 487 1.82 4,302 -28.86 3.9181
2018-11-14 2018-09-30 13F APPLE COM 037833100 26,787 60 0.22 6,047 22.24 4.5493
2018-08-01 2018-06-30 13F APPLE COM 037833100 26,727 980 3.81 4,947 14.51 4.0311
2018-04-24 2018-03-31 13F APPLE COM 037833100 25,747 533 2.11 4,320 1.24 3.6439
2018-02-09 2017-12-31 13F APPLE COM 037833100 25,214 25,214 4,267 3.9955
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.