Apple Inc.
US ˙ NasdaqGS ˙ US0378331005

SecurityAAPL / Apple Inc.
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership2,780,794 shares
Latest Disclosed Value $ 706,004,407
Wiley Bros.-aintree Capital, Llc reports 4.88% increase in ownership of AAPL / Apple Inc.

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 2,780,794 shares of Apple Inc. (US:AAPL) valued at $705,737,709 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,651,448 shares of Apple Inc.. This represents a change in shares of 4.88% during the quarter. The current value of the position is $862,769,146 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)
2026-05-15 2026-03-31 13F APPLE COM 037833100 2,780,794 129,346 4.88 706,004 -2.06 3.4896
2026-02-17 2025-12-31 13F APPLE COM 037833100 2,651,448 470,282 21.56 720,857 30.69 3.7713
2025-11-14 2025-09-30 13F APPLE COM 037833100 2,181,166 169,397 8.42 551,559 33.59 3.5325
2025-08-14 2025-06-30 13F APPLE COM 037833100 2,011,769 382,132 23.45 412,882 16.32 3.1679
2025-05-15 2025-03-31 13F APPLE COM 037833100 1,629,637 175,358 12.06 354,968 0.14 3.7712
2025-02-14 2024-12-31 13F APPLE COM 037833100 1,454,279 536,464 58.45 354,473 65.52 4.2506
2024-11-14 2024-09-30 13F APPLE COM 037833100 917,815 447,786 95.27 214,157 116.30 4.1319
2024-07-24 2024-06-30 13F APPLE COM 037833100 470,029 294,514 167.80 99,010 228.73 4.3339
2024-04-11 2024-03-31 13F APPLE COM 037833100 175,515 92,919 112.50 30,120 92.13 4.1497
2024-01-09 2023-12-31 13F APPLE COM 037833100 82,596 24,280 41.64 15,676 57.01 3.8179
2023-10-06 2023-09-30 13F APPLE COM 037833100 58,316 -1,074 -1.81 9,984 -13.33 4.6603
2023-07-05 2023-06-30 13F APPLE COM 037833100 59,390 -1,233 -2.03 11,520 15.24 5.1583
2023-04-06 2023-03-31 13F APPLE COM 037833100 60,623 -1,725 -2.77 9,997 23.41 4.8070
2023-01-10 2022-12-31 13F APPLE COM 037833100 62,348 -4,658 -6.95 8,101 -12.53 4.0230
2022-10-11 2022-09-30 13F APPLE COM 037833100 67,006 316 0.47 9,260 1.56 5.3563
2022-07-06 2022-06-30 13F APPLE COM 037833100 66,690 5,771 9.47 9,118 -14.28 5.2658
2022-04-26 2022-03-31 13F/A-1 APPLE COM 037833100 60,919 734 1.22 10,637 -0.47 5.9696
2022-04-11 2022-03-31 13F APPLE COM 037833100 59,818 -367 10,445 7.5242
2022-01-12 2021-12-31 13F APPLE COM 037833100 60,185 -535 -0.88 10,687 24.38 6.4431
2021-10-07 2021-09-30 13F APPLE COM 037833100 60,720 -181 -0.30 8,592 3.01 5.4623
2021-07-12 2021-06-30 13F APPLE COM 037833100 60,901 -183 -0.30 8,341 11.79 5.3981
2021-04-09 2021-03-31 13F APPLE COM 037833100 61,084 -8 -0.01 7,461 -7.96 5.4288
2021-01-11 2020-12-31 13F APPLE COM 037833100 61,092 139 0.23 8,106 14.83 6.8100
2020-10-05 2020-09-30 13F APPLE COM 037833100 60,953 45,155 285.83 7,059 22.49 7.1763
2020-07-07 2020-06-30 13F APPLE COM 037833100 15,798 -174 -1.09 5,763 41.91 6.9611
2020-04-03 2020-03-31 13F APPLE COM 037833100 15,972 306 1.95 4,061 -11.72 6.3192
2020-01-10 2019-12-31 13F APPLE COM 037833100 15,666 -2,064 -11.64 4,600 15.84 5.4723
2019-10-10 2019-09-30 13F/A-1 APPLE COM 037833100 17,730 1 0.01 3,971 13.17 5.1502
2019-10-04 2019-09-30 13F APPLE COM 037833100 18,242 513 4,118
2019-07-10 2019-06-30 13F APPLE COM 037833100 17,729 -2,002 -10.15 3,509 -6.38 4.8433
2019-04-08 2019-03-31 13F APPLE COM 037833100 19,731 -539 -2.66 3,748 17.23 5.3656
2019-02-06 2018-12-31 13F APPLE COM 037833100 20,270 20,270 3,197 5.3632
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.