APPLE INC · CUSIP 037833100 · CIK 1053994
As of 2026-06-30, SANDERS MORRIS HARRIS LLC reported 57.60K AAPL (shares), valued at $16.67M, or 9.67% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares decreased 57.07%; reported value decreased 51.05%, and weight changed +4.27 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 | 9.67% | 57,601 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 5.40% | 134,159 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 3.82% | 113,868 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 1.99% | 40,509 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 3.75% | 108,916 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 4.13% | 109,502 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 4.55% | 117,715 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 4.46% | 128,990 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 4.05% | 128,512 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 8.00% | 87,907 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 5.19% | 146,557 | SEC filing ↗Filed Oct 13, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.19% | 146,557 | $25.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 8.00% | 87,907 | $16.28M | Shares decreased 40.02%; reported value decreased 35.61%, and weight changed +2.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 4.05% | 128,512 | $22.04M | Shares increased 46.19%; reported value increased 35.40%, and weight changed -3.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 4.46% | 128,990 | $27.17M | Shares increased 0.37%; reported value increased 23.28%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 4.55% | 117,715 | $27.43M | Shares decreased 8.74%; reported value increased 0.96%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 4.13% | 109,502 | $27.64M | Shares decreased 6.98%; reported value increased 0.76%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 3.75% | 108,916 | $24.27M | Shares decreased 0.54%; reported value decreased 12.20%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 1.99% | 40,509 | $8.31M | Shares decreased 62.81%; reported value decreased 65.75%, and weight changed -1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.82% | 113,868 | $28.99M | Shares increased 181.09%; reported value increased 248.85%, and weight changed +1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 5.40% | 134,159 | $34.05M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 9.67% | 57,601 | $16.67M | Shares decreased 57.07%; reported value decreased 51.05%, and weight changed +4.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 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.