APPLE INC · CUSIP 037833100 · CIK 1535061
As of 2026-03-31, Edgestream Partners, L.P. reported 21.11K AAPL (shares), valued at $5.36M, or 0.18% of its reported non-derivative portfolio. Filed 2026-05-18.
Verify history & sources →Shares decreased 68.36%; reported value decreased 70.47%, and weight changed -0.33 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 | Not reported | Not reported | — |
| Q1 2026 | 0.18% | 21,110 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 0.51% | 66,727 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.18% | 23,727 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.60% | 104,424 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.44% | 58,420 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.33% | 124,791 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 0.83% | 80,657 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.33% | 130,751 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 0.55% | 63,823 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 1.40% | 101,277 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 1.78% | 130,867 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.78% | 130,867 | $22.41M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 1.40% | 101,277 | $19.50M | Shares decreased 22.61%; reported value decreased 12.97%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.55% | 63,823 | $10.94M | Shares decreased 36.98%; reported value decreased 43.87%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.33% | 130,751 | $27.54M | Shares increased 104.87%; reported value increased 151.63%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 0.83% | 80,657 | $18.79M | Shares decreased 38.31%; reported value decreased 31.76%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.33% | 124,791 | $31.25M | Shares increased 54.72%; reported value increased 66.29%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 0.44% | 58,420 | $12.98M | Shares decreased 53.19%; reported value decreased 58.47%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 0.60% | 104,424 | $21.42M | Shares increased 78.75%; reported value increased 65.10%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.18% | 23,727 | $6.04M | Shares decreased 77.28%; reported value decreased 71.80%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.51% | 66,727 | $18.14M | Shares increased 181.23%; reported value increased 200.26%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.18% | 21,110 | $5.36M | Shares decreased 68.36%; reported value decreased 70.47%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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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.