APPLE INC · CUSIP 037833100 · CIK 1563525
As of 2026-06-30, Chicago Partners Investment Group LLC reported 336.80K AAPL (shares), valued at $108.33M, or 2.17% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 11.72%; reported value increased 31.55%, 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 | 2.17% | 336,798 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 1.84% | 301,461 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 1.80% | 294,046 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 1.98% | 282,044 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.64% | 265,692 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.69% | 258,532 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.05% | 254,537 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.98% | 241,004 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.01% | 237,729 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.66% | 233,759 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 2.06% | 229,266 | SEC filing ↗Filed Feb 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.06% | 229,266 | $44.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 23, 2024 |
| Q1 2024 | 1.66% | 233,759 | $39.01M | Shares increased 1.96%; reported value decreased 12.51%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.01% | 237,729 | $52.01M | Shares increased 1.70%; reported value increased 33.32%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.98% | 241,004 | $55.61M | Shares increased 1.38%; reported value increased 6.92%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.05% | 254,537 | $61.78M | Shares increased 5.62%; reported value increased 11.08%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.69% | 258,532 | $50.74M | Shares increased 1.57%; reported value decreased 17.87%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.64% | 265,692 | $56.90M | Shares increased 2.77%; reported value increased 12.14%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 1.98% | 282,044 | $75.87M | Shares increased 6.15%; reported value increased 33.34%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.80% | 294,046 | $72.94M | Shares increased 4.26%; reported value decreased 3.87%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 1.84% | 301,461 | $82.35M | Shares increased 2.52%; reported value increased 12.91%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 2.17% | 336,798 | $108.33M | Shares increased 11.72%; reported value increased 31.55%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 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.