APPLE INC · CUSIP 037833100 · CIK 1527488
As of 2026-06-30, TOBAM reported 31.12K AAPL (shares), valued at $9.00M, or 2.19% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 1.73%; reported value increased 16.00%, and weight changed +0.17 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 | 2.19% | 31,116 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.02% | 30,586 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.97% | 29,446 | SEC filing ↗Filed Mar 2, 2026 |
| Q3 2025 | 0.24% | 2,599 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 0.21% | 2,573 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.59% | 6,215 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 0.65% | 8,506 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.55% | 12,836 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 0.42% | 12,825 | SEC filing ↗Filed Jul 29, 2024Amended |
| Q1 2024 | 0.33% | 21,459 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 0.35% | 20,649 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 0.25% | 18,194 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.25% | 18,194 | $3.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 0.35% | 20,649 | $3.98M | Shares increased 13.49%; reported value increased 27.64%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 0.33% | 21,459 | $3.68M | Shares increased 3.92%; reported value decreased 7.44%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 0.42% | 12,825 | $2.70M | Shares decreased 40.23%; reported value decreased 26.60%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 0.55% | 12,836 | $2.99M | Shares increased 0.09%; reported value increased 10.74%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 0.65% | 8,506 | $2.13M | Shares decreased 33.73%; reported value decreased 28.79%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.59% | 6,215 | $1.38M | Shares decreased 26.93%; reported value decreased 35.16%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 0.21% | 2,573 | $528.00K | Shares decreased 58.60%; reported value decreased 61.77%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 0.24% | 2,599 | $662.00K | Shares increased 1.01%; reported value increased 25.38%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 1.97% | 29,446 | $8.01M | Shares increased 1032.97%; reported value increased 1109.21%, and weight changed +1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 2, 2026 |
| Q1 2026 | 2.02% | 30,586 | $7.76M | Shares increased 3.87%; reported value decreased 3.04%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 2.19% | 31,116 | $9.00M | Shares increased 1.73%; reported value increased 16.00%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
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.