Apple Inc.
PL ˙ WSE ˙ US0378331005
1 156,00 zł ↑56,00 (5,09%)
2026-06-03
CENA AKCJI
SecurityPL:AAPL / Apple Inc.
InstitutionJSF Financial, LLC
Latest Disclosed Ownership82,889 shares
Latest Disclosed Value $ 21,036,397
JSF Financial, LLC reports 1.73% decrease in ownership of AAPL / Apple Inc.

On May 7, 2026 - JSF Financial, LLC filed a 13F-HR form disclosing ownership of 82,889 shares of Apple Inc. (PL:AAPL) valued at $76,506,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 84,352 shares of Apple Inc.. This represents a change in shares of -1.73% during the quarter. The current value of the position is $95,819,684 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)
2026-05-07 2026-03-31 13F APPLE COM 037833100 82,889 -1,463 -1.73 21,036 -8.26 4.1241
2026-02-04 2025-12-31 13F APPLE COM 037833100 84,352 -264 -0.31 22,932 6.43 4.7534
2025-11-03 2025-09-30 13F APPLE COM 037833100 84,616 -1,590 -1.84 21,546 21.82 4.7794
2025-07-22 2025-06-30 13F APPLE COM 037833100 86,206 633 0.74 17,687 -6.95 4.2034
2025-05-07 2025-03-31 13F APPLE COM 037833100 85,573 -537 -0.62 19,008 -11.85 5.0145
2025-01-29 2024-12-31 13F APPLE COM 037833100 86,110 12,915 17.64 21,564 26.44 5.7656
2024-11-12 2024-09-30 13F APPLE COM 037833100 73,195 -734 -0.99 17,054 9.53 4.9743
2024-08-14 2024-06-30 13F APPLE COM 037833100 73,929 -1,035 -1.38 15,571 21.13 4.7707
2024-05-13 2024-03-31 13F APPLE COM 037833100 74,964 160 0.21 12,855 -10.74 4.0246
2024-02-14 2023-12-31 13F APPLE COM 037833100 74,804 -2,369 -3.07 14,402 9.00 4.9948
2023-11-08 2023-09-30 13F APPLE COM 037833100 77,173 4,629 6.38 13,213 -6.10 5.1177
2023-08-02 2023-06-30 13F APPLE COM 037833100 72,544 -1,034 -1.41 14,071 15.98 4.9784
2023-05-12 2023-03-31 13F APPLE COM 037833100 73,578 -444 -0.60 12,133 26.15 4.5333
2023-02-10 2022-12-31 13F APPLE COM 037833100 74,022 883 1.21 9,618 -4.86 3.5944
2022-11-10 2022-09-30 13F APPLE COM 037833100 73,139 1,961 2.76 10,108 3.87 3.8366
2022-07-28 2022-06-30 13F APPLE COM 037833100 71,178 341 0.48 9,731 -21.33 4.4087
2022-05-12 2022-03-31 13F APPLE COM 037833100 70,837 1,602 2.31 12,369 0.61 5.2636
2022-02-10 2021-12-31 13F APPLE COM 037833100 69,235 -21,272 -23.50 12,294 -4.01 5.9813
2021-11-12 2021-09-30 13F APPLE COM 037833100 90,507 22,888 33.85 12,807 38.29 6.3433
2021-08-12 2021-06-30 13F APPLE COM 037833100 67,619 1,149 1.73 9,261 14.07 5.4573
2021-05-04 2021-03-31 13F APPLE COM 037833100 66,470 -11,982 -15.27 8,119 -22.01 5.0968
2021-02-04 2020-12-31 13F APPLE COM 037833100 78,452 -679 -0.86 10,410 13.60 7.2732
2020-11-12 2020-09-30 13F APPLE COM 037833100 79,131 59,155 296.13 9,164 25.76 7.1961
2020-07-31 2020-06-30 13F APPLE COM 037833100 19,976 -104 -0.52 7,287 42.71 6.3054
2020-04-29 2020-03-31 13F APPLE COM 037833100 20,080 1,894 10.41 5,106 -4.38 5.1811
2020-02-12 2019-12-31 13F APPLE COM 037833100 18,186 0 0.00 5,340 31.11 5.2812
2020-02-27 2019-09-30 13F APPLE COM 037833100 18,186 592 3.36 4,073 16.97 4.4324
2020-02-27 2019-06-30 13F APPLE COM 037833100 17,594 2,964 20.26 3,482 25.30 3.7825
2020-02-27 2019-03-31 13F APPLE COM 037833100 14,630 455 3.21 2,779 24.28 3.0702
2020-02-27 2018-12-31 13F APPLE COM 037833100 14,175 14,175 2,236 2.2899
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.