APPLE INC · CUSIP 037833100 · CIK 1009005
As of 2026-06-30, SHAKER INVESTMENTS LLC/OH reported 30.55K AAPL (shares), valued at $8.84M, or 3.18% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 0.89%; reported value increased 13.00%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.18% | 30,553 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 3.56% | 30,827 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 3.66% | 32,318 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 1.97% | 19,370 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 1.48% | 17,673 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.93% | 27,381 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 3.43% | 32,682 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.36% | 24,265 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 1.23% | 13,481 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 0.98% | 13,523 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 0.22% | 2,404 | SEC filing ↗Filed Jan 29, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.22% | 2,404 | $462.84K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 0.98% | 13,523 | $2.32M | Shares increased 462.52%; reported value increased 401.02%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 1.23% | 13,481 | $2.84M | Shares decreased 0.31%; reported value increased 22.44%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 2.36% | 24,265 | $5.65M | Shares increased 79.99%; reported value increased 99.12%, and weight changed +1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 3.43% | 32,682 | $8.18M | Shares increased 34.69%; reported value increased 44.76%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.93% | 27,381 | $6.08M | Shares decreased 16.22%; reported value decreased 25.68%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 1.48% | 17,673 | $3.63M | Shares decreased 35.46%; reported value decreased 40.38%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.97% | 19,370 | $4.93M | Shares increased 9.60%; reported value increased 36.02%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 3.66% | 32,318 | $8.79M | Shares increased 66.85%; reported value increased 78.14%, and weight changed +1.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 3.56% | 30,827 | $7.82M | Shares decreased 4.61%; reported value decreased 10.95%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 3.18% | 30,553 | $8.84M | Shares decreased 0.89%; reported value increased 13.00%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.