APPLE INC · CUSIP 037833100 · CIK 1512601
As of 2026-06-30, BSW Wealth Partners reported 110.14K AAPL (shares), valued at $31.87M, or 3.54% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 0.58%; reported value increased 13.35%, and weight changed +0.11 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 | 3.54% | 110,137 | SEC filing ↗Filed Jul 15, 2026Combination report |
| Q1 2026 | 3.43% | 110,785 | SEC filing ↗Filed Apr 14, 2026Combination report |
| Q4 2025 | 3.16% | 96,807 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 3.09% | 97,411 | SEC filing ↗Filed Oct 15, 2025Combination report |
| Q2 2025 | 2.72% | 96,870 | SEC filing ↗Filed Jul 18, 2025Combination report |
| Q1 2025 | 3.41% | 101,023 | SEC filing ↗Filed Apr 24, 2025Combination report |
| Q4 2024 | 4.05% | 110,171 | SEC filing ↗Filed Jan 22, 2025Combination report |
| Q3 2024 | 3.59% | 102,798 | SEC filing ↗Filed Oct 29, 2024Combination report |
| Q2 2024 | 3.48% | 100,664 | SEC filing ↗Filed Jul 16, 2024Combination report |
| Q1 2024 | 2.98% | 102,547 | SEC filing ↗Filed Apr 23, 2024Combination report |
| Q4 2023 | 3.79% | 99,282 | SEC filing ↗Filed Jan 25, 2024Combination report |
| Q3 2023 | 3.78% | 99,326 | SEC filing ↗Filed Oct 27, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.78% | 99,326 | $17.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 3.79% | 99,282 | $19.11M | Shares decreased 0.04%; reported value increased 12.40%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 2.98% | 102,547 | $17.58M | Shares increased 3.29%; reported value decreased 8.00%, and weight changed -0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.48% | 100,664 | $21.20M | Shares decreased 1.84%; reported value increased 20.57%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 3.59% | 102,798 | $23.95M | Shares increased 2.12%; reported value increased 12.97%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 4.05% | 110,171 | $27.59M | Shares increased 7.17%; reported value increased 15.19%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.41% | 101,023 | $22.44M | Shares decreased 8.30%; reported value decreased 18.66%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 2.72% | 96,870 | $19.87M | Shares decreased 4.11%; reported value decreased 11.43%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 3.09% | 97,411 | $24.80M | Shares increased 0.56%; reported value increased 24.80%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 3.16% | 96,807 | $26.32M | Shares decreased 0.62%; reported value increased 6.10%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 3.43% | 110,785 | $28.12M | Shares increased 14.44%; reported value increased 6.83%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 3.54% | 110,137 | $31.87M | Shares decreased 0.58%; reported value increased 13.35%, and weight changed +0.11 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.