APPLE INC · CUSIP 037833100 · CIK 1535847
As of 2026-03-31, CWM, LLC reported 2.73M AAPL (shares), valued at $693.06M, or 1.82% of its reported non-derivative portfolio. Filed 2026-05-14.
Verify history & sources →Shares increased 0.76%; reported value decreased 5.94%, and weight changed -0.18 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 | No filing this quarter |
| Q1 2026 | 1.82% | 2,730,847 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.00% | 2,710,224 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.92% | 2,506,458 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 1.67% | 2,310,366 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 2.03% | 2,294,240 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 2.27% | 2,184,176 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 2.08% | 2,071,727 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 1.99% | 2,000,264 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 1.63% | 1,954,296 | SEC filing ↗Filed Apr 5, 2024 |
| Q4 2023 | 1.96% | 1,891,927 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 1.81% | 1,727,833 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.81% | 1,727,833 | $295.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 1.96% | 1,891,927 | $364.25M | Shares increased 9.50%; reported value increased 23.13%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 1.63% | 1,954,296 | $335.12M | Shares increased 3.30%; reported value decreased 8.00%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 5, 2024 |
| Q2 2024 | 1.99% | 2,000,264 | $421.30M | Shares increased 2.35%; reported value increased 25.71%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 2.08% | 2,071,727 | $482.71M | Shares increased 3.57%; reported value increased 14.58%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 2.27% | 2,184,176 | $546.96M | Shares increased 5.43%; reported value increased 13.31%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 2.03% | 2,294,240 | $509.62M | Shares increased 5.04%; reported value decreased 6.83%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 1.67% | 2,310,366 | $474.02M | Shares increased 0.70%; reported value decreased 6.99%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 1.92% | 2,506,458 | $638.22M | Shares increased 8.49%; reported value increased 34.64%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 2.00% | 2,710,224 | $736.80M | Shares increased 8.13%; reported value increased 15.45%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.82% | 2,730,847 | $693.06M | Shares increased 0.76%; reported value decreased 5.94%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
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.