APPLE INC · CUSIP 037833100 · CIK 1475365
As of 2026-06-30, Sumitomo Mitsui Trust Group, Inc. reported 33.28M AAPL (shares), valued at $9.63B, or 5.50% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.22%; reported value increased 14.27%, and weight changed +0.04 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 | 5.50% | 33,282,687 | SEC filing ↗Filed Jul 30, 2026Combination report |
| Q1 2026 | 5.46% | 33,209,803 | SEC filing ↗Filed Apr 30, 2026Combination report |
| Q4 2025 | 5.62% | 35,189,550 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 5.35% | 36,517,138 | SEC filing ↗Filed Oct 27, 2025Combination report |
| Q2 2025 | 4.67% | 36,511,452 | SEC filing ↗Filed Jul 31, 2025Combination report |
| Q1 2025 | 5.64% | 35,926,849 | SEC filing ↗Filed Apr 25, 2025Combination report |
| Q4 2024 | 6.05% | 35,808,108 | SEC filing ↗Filed Jan 28, 2025Combination report |
| Q3 2024 | 5.57% | 34,486,195 | SEC filing ↗Filed Nov 5, 2024Combination report |
| Q2 2024 | 5.29% | 34,054,055 | SEC filing ↗Filed Jul 19, 2024Combination report |
| Q1 2024 | 4.30% | 36,498,256 | SEC filing ↗Filed Apr 19, 2024Combination report |
| Q4 2023 | 5.47% | 38,461,077 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 5.51% | 39,200,804 | SEC filing ↗Filed Oct 30, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.51% | 39,200,804 | $6.71B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 5.47% | 38,461,077 | $7.40B | Shares decreased 1.89%; reported value increased 10.33%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 4.30% | 36,498,256 | $6.26B | Shares decreased 5.10%; reported value decreased 15.48%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 5.29% | 34,054,055 | $7.17B | Shares decreased 6.70%; reported value increased 14.60%, and weight changed +0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 5.57% | 34,486,195 | $8.04B | Shares increased 1.27%; reported value increased 12.03%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 6.05% | 35,808,108 | $8.97B | Shares increased 3.83%; reported value increased 11.60%, 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 | 5.64% | 35,926,849 | $7.98B | Shares increased 0.33%; reported value decreased 11.00%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.67% | 36,511,452 | $7.49B | Shares increased 1.63%; reported value decreased 6.13%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 5.35% | 36,517,138 | $9.30B | Shares increased 0.02%; reported value increased 24.13%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 5.62% | 35,189,550 | $9.57B | Shares decreased 3.64%; reported value increased 2.89%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 5.46% | 33,209,803 | $8.43B | Shares decreased 5.63%; reported value decreased 11.90%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 5.50% | 33,282,687 | $9.63B | Shares increased 0.22%; reported value increased 14.27%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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