APPLE INC · CUSIP 037833100 · CIK 1568069
As of Jun 30, 2026, Idaho Trust Bank reported 4.41K AAPL (shares), valued at $1.27M, or 0.37% of its reported non-derivative portfolio. Filed Aug 7, 2026.
Verify history & sources →Shares unchanged; reported value increased 14.01%, and weight changed +0.01 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 | 0.37% | 4,406 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 0.36% | 4,406 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.47% | 5,262 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.45% | 5,200 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.39% | 5,357 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.51% | 5,634 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.24% | 1,933 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 0.31% | 2,732 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.29% | 2,732 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 5.91% | 35,721 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.35% | 3,144 | SEC filing ↗Filed Feb 6, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.35% | 3,144 | $605.31K | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 5.91% | 35,721 | $6.13M | Shares increased 1,036.16%; reported value increased 911.95%, and weight changed +5.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 0.29% | 2,732 | $575.41K | Shares decreased 92.35%; reported value decreased 90.61%, and weight changed -5.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 0.31% | 2,732 | $636.56K | Shares unchanged; reported value increased 10.63%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.24% | 1,933 | $484.06K | Shares decreased 29.25%; reported value decreased 23.96%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 0.51% | 5,634 | $1.25M | Shares increased 191.46%; reported value increased 158.54%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 0.39% | 5,357 | $1.10M | Shares decreased 4.92%; reported value decreased 12.18%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.45% | 5,200 | $1.32M | Shares decreased 2.93%; reported value increased 20.47%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.47% | 5,262 | $1.43M | Shares increased 1.19%; reported value increased 8.04%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.36% | 4,406 | $1.12M | Shares decreased 16.27%; reported value decreased 21.83%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.37% | 4,406 | $1.27M | Shares unchanged; reported value increased 14.01%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 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.