APPLE INC · CUSIP 037833100 · CIK 1215838
As of 2026-06-30, JUPITER ASSET MANAGEMENT LTD reported 1.88M AAPL (shares), valued at $543.32M, or 2.70% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 14.51%; reported value increased 30.56%, and weight changed +0.48 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 | 2.70% | 1,877,668 | SEC filing ↗Filed Aug 10, 2026Combination report |
| Q1 2026 | 2.22% | 1,639,701 | SEC filing ↗Filed May 12, 2026Combination report |
| Q4 2025 | 3.44% | 1,581,364 | SEC filing ↗Filed Feb 10, 2026Combination report |
| Q3 2025 | 3.28% | 1,502,797 | SEC filing ↗Filed Nov 10, 2025Combination report |
| Q2 2025 | 2.89% | 1,687,351 | SEC filing ↗Filed Aug 8, 2025Combination report |
| Q1 2025 | 3.81% | 1,791,655 | SEC filing ↗Filed May 9, 2025Combination report |
| Q4 2024 | 3.90% | 1,595,045 | SEC filing ↗Filed Feb 10, 2025Combination report |
| Q3 2024 | 3.96% | 1,940,719 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 3.62% | 1,820,459 | SEC filing ↗Filed Aug 8, 2024Combination report |
| Q1 2024 | 3.76% | 2,297,008 | SEC filing ↗Filed May 10, 2024Combination report |
| Q4 2023 | 3.36% | 1,761,091 | SEC filing ↗Filed Feb 9, 2024Combination report |
| Q3 2023 | 3.35% | 1,765,998 | SEC filing ↗Filed Nov 9, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.35% | 1,765,998 | $302.36M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 3.36% | 1,761,091 | $339.06M | Shares decreased 0.28%; reported value increased 12.14%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 3.76% | 2,297,008 | $393.89M | Shares increased 30.43%; reported value increased 16.17%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 3.62% | 1,820,459 | $383.43M | Shares decreased 20.75%; reported value decreased 2.66%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 3.96% | 1,940,719 | $452.19M | Shares increased 6.61%; reported value increased 17.93%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 3.90% | 1,595,045 | $399.43M | Shares decreased 17.81%; reported value decreased 11.67%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 3.81% | 1,791,655 | $397.98M | Shares increased 12.33%; reported value decreased 0.36%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 2.89% | 1,687,351 | $346.19M | Shares decreased 5.82%; reported value decreased 13.01%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 3.28% | 1,502,797 | $382.66M | Shares decreased 10.94%; reported value increased 10.53%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.44% | 1,581,364 | $429.91M | Shares increased 5.23%; reported value increased 12.35%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.22% | 1,639,701 | $416.14M | Shares increased 3.69%; reported value decreased 3.20%, and weight changed -1.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.70% | 1,877,668 | $543.32M | Shares increased 14.51%; reported value increased 30.56%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 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.