Sumitomo Mitsui DS Asset Management Company, Ltd AAPL holdings history
APPLE INC · CUSIP 037833100 · CIK 1411530
As of 2026-06-30, Sumitomo Mitsui DS Asset Management Company, Ltd reported 2.37M AAPL (shares), valued at $685.26M, or 4.73% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 1.58%; reported value increased 15.82%, and weight changed -0.06 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 | 4.73% | 2,368,177 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 4.79% | 2,331,296 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 4.90% | 2,291,385 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 4.67% | 2,263,558 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 4.13% | 2,235,466 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 4.86% | 2,146,030 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 5.32% | 2,079,095 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 4.84% | 1,929,624 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 4.60% | 1,849,964 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 3.84% | 1,801,411 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 4.55% | 1,806,593 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 4.79% | 1,803,224 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.79% | 1,803,224 | $308.73M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 4.55% | 1,806,593 | $347.82M | Shares increased 0.19%; reported value increased 12.66%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 3.84% | 1,801,411 | $308.91M | Shares decreased 0.29%; reported value decreased 11.19%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 4.60% | 1,849,964 | $389.64M | Shares increased 2.70%; reported value increased 26.14%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 4.84% | 1,929,624 | $449.60M | Shares increased 4.31%; reported value increased 15.39%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 5.32% | 2,079,095 | $520.65M | Shares increased 7.75%; reported value increased 15.80%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.86% | 2,146,030 | $476.70M | Shares increased 3.22%; reported value decreased 8.44%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 4.13% | 2,235,466 | $458.65M | Shares increased 4.17%; reported value decreased 3.79%, and weight changed -0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 4.67% | 2,263,558 | $576.37M | Shares increased 1.26%; reported value increased 25.67%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 4.90% | 2,291,385 | $622.94M | Shares increased 1.23%; reported value increased 8.08%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 4.79% | 2,331,296 | $591.66M | Shares increased 1.74%; reported value decreased 5.02%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 4.73% | 2,368,177 | $685.26M | Shares increased 1.58%; reported value increased 15.82%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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