APPLE INC · CUSIP 037833100 · CIK 1290668
As of 2026-06-30, Sustainable Growth Advisers, LP reported 1.75M AAPL (shares), valued at $505.62M, or 4.96% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 14.53%; reported value increased 30.58%, and weight changed +1.31 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 | 4.96% | 1,747,382 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 3.65% | 1,525,700 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.30% | 1,220,036 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.96% | 1,317,612 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.40% | 1,324,290 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 2.96% | 2,385,330 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.19% | 2,543,448 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 3.04% | 3,074,840 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 2.91% | 3,125,874 | SEC filing ↗Filed Aug 8, 2024Amended |
| Q1 2024 | 0.01% | 19,556 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.02% | 19,556 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.02% | 19,556 | $3.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 0.01% | 19,556 | $3.35M | Shares unchanged; reported value decreased 10.93%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 2.91% | 3,125,874 | $658.37M | Shares increased 15884.22%; reported value increased 19532.59%, and weight changed +2.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 3.04% | 3,074,840 | $716.44M | Shares decreased 1.63%; reported value increased 8.82%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 3.19% | 2,543,448 | $636.93M | Shares decreased 17.28%; reported value decreased 11.10%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 2.96% | 2,385,330 | $529.85M | Shares decreased 6.22%; reported value decreased 16.81%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.40% | 1,324,290 | $271.70M | Shares decreased 44.48%; reported value decreased 48.72%, and weight changed -1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 1.96% | 1,317,612 | $335.50M | Shares decreased 0.50%; reported value increased 23.48%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 2.30% | 1,220,036 | $331.68M | Shares decreased 7.41%; reported value decreased 1.14%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 3.65% | 1,525,700 | $387.21M | Shares increased 25.05%; reported value increased 16.74%, and weight changed +1.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.96% | 1,747,382 | $505.62M | Shares increased 14.53%; reported value increased 30.58%, and weight changed +1.31 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.