APPLE INC · CUSIP 037833100 · CIK 1566728
As of 2026-06-30, Capital Wealth Planning, LLC reported 3.58M AAPL (shares), valued at $1.03B, or 5.17% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 0.62%; reported value increased 14.73%, and weight changed +0.20 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 | 5.17% | 3,575,732 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.97% | 3,553,595 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.16% | 2,937,051 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.77% | 3,216,757 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 4.11% | 2,537,343 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 3.13% | 1,626,000 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.14% | 59,346 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 5.45% | 2,508,723 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 4.84% | 2,191,814 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 3.05% | 1,666,108 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 0.11% | 50,490 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 5.30% | 2,516,840 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.30% | 2,516,840 | $430.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 0.11% | 50,490 | $9.72M | Shares decreased 97.99%; reported value decreased 97.74%, and weight changed -5.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 3.05% | 1,666,108 | $285.70M | Shares increased 3199.88%; reported value increased 2839.10%, and weight changed +2.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 4.84% | 2,191,814 | $461.64M | Shares increased 31.55%; reported value increased 61.58%, and weight changed +1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 5.45% | 2,508,723 | $584.53M | Shares increased 14.46%; reported value increased 26.62%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.14% | 59,346 | $14.86M | Shares decreased 97.63%; reported value decreased 97.46%, and weight changed -5.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 3.13% | 1,626,000 | $361.18M | Shares increased 2639.86%; reported value increased 2330.35%, and weight changed +2.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 4.11% | 2,537,343 | $520.59M | Shares increased 56.05%; reported value increased 44.13%, and weight changed +0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 5.77% | 3,216,757 | $819.08M | Shares increased 26.78%; reported value increased 57.34%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 5.16% | 2,937,051 | $797.55M | Shares decreased 8.70%; reported value decreased 2.63%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 4.97% | 3,553,595 | $901.87M | Shares increased 20.99%; reported value increased 13.08%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 5.17% | 3,575,732 | $1.03B | Shares increased 0.62%; reported value increased 14.73%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.