APPLE INC · CUSIP 037833100 · CIK 1387458
As of 2026-06-30, LaFleur & Godfrey LLC reported 202.61K AAPL (shares), valued at $58.63M, or 6.96% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 1.75%; reported value increased 12.02%, and weight changed +0.44 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 | 6.96% | 202,608 | SEC filing ↗Filed Jul 15, 2026Combination report |
| Q1 2026 | 6.52% | 206,227 | SEC filing ↗Filed May 4, 2026Combination report |
| Q4 2025 | 7.03% | 213,498 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 6.75% | 218,659 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 5.69% | 222,002 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 6.63% | 219,874 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 7.59% | 221,060 | SEC filing ↗Filed Jan 16, 2025Amended |
| Q3 2024 | 7.34% | 228,400 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 7.16% | 231,756 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 6.16% | 242,857 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 7.76% | 270,385 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 7.56% | 275,685 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.56% | 275,685 | $47.20M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 7.76% | 270,385 | $52.06M | Shares decreased 1.92%; reported value increased 10.29%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 6.16% | 242,857 | $41.65M | Shares decreased 10.18%; reported value decreased 20.00%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 7.16% | 231,756 | $48.81M | Shares decreased 4.57%; reported value increased 17.21%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 7.34% | 228,400 | $53.22M | Shares decreased 1.45%; reported value increased 9.02%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 7.59% | 221,060 | $55.36M | Shares decreased 3.21%; reported value increased 4.02%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 6.63% | 219,874 | $48.84M | Shares decreased 0.54%; reported value decreased 11.77%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 5.69% | 222,002 | $45.55M | Shares increased 0.97%; reported value decreased 6.74%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 6.75% | 218,659 | $55.68M | Shares decreased 1.51%; reported value increased 22.24%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 7.03% | 213,498 | $58.04M | Shares decreased 2.36%; reported value increased 4.25%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 6.52% | 206,227 | $52.34M | Shares decreased 3.41%; reported value decreased 9.83%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 6.96% | 202,608 | $58.63M | Shares decreased 1.75%; reported value increased 12.02%, and weight changed +0.44 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.