APPLE INC · CUSIP 037833100 · CIK 1538383
As of 2026-06-30, Westside Investment Management, Inc. reported 92.00K AAPL (shares), valued at $26.62M, or 3.50% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.07%; reported value increased 13.44%, and weight changed -0.10 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 | 3.50% | 92,002 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.60% | 92,069 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 3.67% | 84,514 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 3.49% | 85,723 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 3.20% | 83,651 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 3.94% | 83,082 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 4.58% | 86,782 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 4.35% | 90,003 | SEC filing ↗Filed Nov 20, 2024 |
| Q2 2024 | 4.37% | 90,906 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.74% | 91,401 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 4.68% | 95,089 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 4.75% | 96,280 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.75% | 96,280 | $16.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 4.68% | 95,089 | $18.31M | Shares decreased 1.24%; reported value increased 11.06%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 3.74% | 91,401 | $15.62M | Shares decreased 3.88%; reported value decreased 14.67%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 4.37% | 90,906 | $19.08M | Shares decreased 0.54%; reported value increased 22.16%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 4.35% | 90,003 | $20.41M | Shares decreased 0.99%; reported value increased 6.96%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q4 2024 | 4.58% | 86,782 | $21.73M | Shares decreased 3.58%; reported value increased 6.47%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 3.94% | 83,082 | $18.49M | Shares decreased 4.26%; reported value decreased 14.91%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 3.20% | 83,651 | $17.26M | Shares increased 0.68%; reported value decreased 6.65%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 3.49% | 85,723 | $21.86M | Shares increased 2.48%; reported value increased 26.64%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.67% | 84,514 | $22.94M | Shares decreased 1.41%; reported value increased 4.95%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 3.60% | 92,069 | $23.47M | Shares increased 8.94%; reported value increased 2.28%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 3.50% | 92,002 | $26.62M | Shares decreased 0.07%; reported value increased 13.44%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 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.